November 17th, 2025
Custom Record Preview
Architect efficiency: Control fields, cut clicks with QuickView & Preview for laser focus. Tailor the entire sales workflow.
November 17th, 2025
Custom Pipeline Stages
Design unlimited custom pipelines for sales, HR, service, and more. Unify every business process in Pipeliner. Achieve process excellence.
November 17th, 2025
Audit Log
Stop guessing. Start knowing. Pipeliner's Audit Log provides 100% transparency on who did what, when, across all CRM administrative changes.
November 10th, 2025
Projects
Pipeliner CRM Projects integrates delivery and strategy directly into your CRM. Gain total clarity with the Objective and Gantt views. Manage post-sale implementation, Account Plans, and internal initiatives flawlessly. Stop juggling tools.
November 6th, 2025
Office 365 Integration
Stop switching apps. Pipeliner CRM offers deep, bi-directional sync with Microsoft 365 (Outlook, To Do, Word/Excel). Unify your Calendar, Contacts, Tasks, and Email tracking to boost sales efficiency and data accuracy.
November 6th, 2025
PandaDoc Integration
Close deals faster. Automate proposals, quotes, & contracts directly from Pipeliner CRM with the PandaDoc integration.
November 6th, 2025
RingCentral Integration
Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.
November 5th, 2025
Web Resource Fields
Boost sales prep. Integrate live web data (news, reviews, financials) directly into your CRM records. Instant context. Zero tabs.
November 5th, 2025
Quotes
Quote with precision. Pipeliner CRM’s Quotes feature streamlines proposal management, controls revisions, and instantly syncs winning products to your Opportunity, accelerating deal closure and ensuring data accuracy.