October 13th, 2025
Help & Support
Stop searching for answers and start closing deals. With instant in-app guidance, a vast knowledge base, and direct access to CRM experts, Pipeliner provides the support you need to focus on your customers.
October 13th, 2025
Security features
Total Control & Confidence. Pipeliner CRM offers AES-256 encryption, SAML 2.0 SSO, and granular access controls. Define user roles & data residency to secure your critical sales pipeline and scale without risk.
May 5th, 2022
Sales Forecasting
Gain crystal-clear revenue insight with Pipeliner CRM Forecasting. Stop guessing & start growing! Predict sales with AI-driven confidence.
May 5th, 2022
Opportunity Fitness
Opportunity Fitness is a powerful Pipeliner CRM tool that uses AI (Voyager) and color-coding to assess deal health. It highlights overdue activities (Red), neglected deals (Yellow), and well-managed opportunities (Green), helping sales teams prioritize and managers coach effectively.
February 19th, 2021
Audit
Gain complete control and accountability with the Pipeliner CRM Audit Log. Securely track every administrative change, user permission update, and data export activity for perfect security, data integrity, and regulatory compliance.
February 19th, 2021
Currencies
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.
February 19th, 2021
Fields and Forms
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.
February 18th, 2021
Bulk Operations
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
February 18th, 2021
BI Feeder
Unleash Pipeliner CRM data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.