Seamlessly manage global sales with Pipeliner CRM Currencies. Automate conversions, ensure accurate reports, and empower international teams with personalized, local-currency views. Drive clear, precise forecasts globally.
Pipeliner Fields & Forms: Stop adapting to generic CRMs. Customize every field, enforce your sales process with mandatory actions, and get instant Rollup insights. Build the CRM your business needs.
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
Stop guessing your future income. Pipeliner CRM's Revenue Recognition schedules opportunity and product revenue over time (monthly, quarterly, yearly), giving you unparalleled accuracy for forecasting and reporting.
Ironclad CRM Security. Pipeliner Roles define exactly who sees what and how they interact with it. Set read-only access, restrict shared assets, and mirror your org chart for perfect data integrity and compliance. Scale confidently.
Automate workflows, craft personalized emails, and generate instant proposals. The Pipeliner CRM Template Designer streamlines your sales operations so you can focus on closing deals.