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.
February 18th, 2021
Revenue Recognition
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.
February 18th, 2021
Importing Leads
Pipeliner CRM's Intelligent Importer stops manual data entry. Import Leads & Opportunities fast. Auto-link to Accounts/Contacts, instantly deduping & validating data. Save templates for recurring lists. Maximize sales time, guarantee data accuracy.
August 17th, 2018
User Access Permissions
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.
August 17th, 2018
Template Designer
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.
August 16th, 2018
Product Catalog
Pipeliner CRM’s Custom Product Catalog: Precision pricing, complex configuration, and strategic Whitespace analysis to find hidden revenue. Simplify, accelerate, and grow.
August 16th, 2018
Integrations
Gain centralized control over integrations with the Automation Hub, complete with analytics and run logs for peak performance.