Administration

RingCentral Integration

Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.

2025-12-03T16:13:26+00:00

Web Resource Fields

Boost sales prep. Integrate live web data (news, reviews, financials) directly into your CRM records. Instant context. Zero tabs.

2025-12-03T16:54:06+00:00

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.

2025-12-09T15:19:22+00:00

Geolocation

Pipeliner CRM Geolocation: See your pipeline geographically. Prioritize high-value deals & optimize sales routes with our visual CRM heat map.

2025-12-19T14:48:44+00:00

Entities

Unlock limitless CRM customization with Pipeliner Custom Entities. Stop trying to shoehorn data—build a CRM that speaks your company’s language.

2025-12-03T12:52:37+00:00

Autoprofiler

Pipeliner CRM Autoprofiler is the AI engine that eliminates manual research. Enter an email or website to instantly enrich records with professional titles, logos, addresses, and social profiles. Get complete, accurate data automatically, without overwriting anything.

2025-12-19T14:00:50+00:00

Export Data

Unlock your Pipeliner data. Effortlessly export leads, accounts, and reports to CSV/XLSX for seamless integration and powerful offline analysis.

2025-12-11T16:22:39+00:00