November 18th, 2025
Approvals Processes
Automate high-stakes decisions with Pipeliner CRM Approvals. Use conditional logic, lock records for compliance, and accelerate sign-offs with instant notifications & automatic expiration rules.
November 18th, 2025
Mobile Apps
Manage your pipeline, contacts, and opportunities with Pipeliner CRM Mobile for iOS/Android. Access KPIs, scan business cards, log activities, and sync data instantly—even offline. Close deals anywhere.
November 18th, 2025
Calling Integration (over Mobile)
Stop juggling devices and manually logging [...]
November 18th, 2025
Pipeliner CRM Views
Pipeliner CRM transforms Opportunities, Leads, Accounts, Contacts, and Activities from disconnected lists into a unified 360° sales command center. Achieve total team alignment, accelerate decision-making, and close more deals faster.
November 17th, 2025
Online Forms
Pipeliner CRM Online Forms instantly capture leads, update CRM records, and trigger sales automation. Fuel your pipeline with real-time, accurate data and zero manual entry.
November 17th, 2025
Customizable Email Templates (Text & HTML)
Pipeliner CRM Email Templates: Send perfectly personalized mass emails with speed. Use rich text, drag-and-drop, or full HTML. Includes AI content assistance, sharing controls, and real-data testing.
November 17th, 2025
Calling & Text Messages
Stop switching apps! Call and text prospects directly from Pipeliner CRM. Enjoy one-click dialing, business texting, and automatic activity logging for flawless sales reports. Close deals faster.
November 17th, 2025
AI Email Assistant
Stop typing, start selling! Voyager AI is your CRM-integrated assistant. It crafts, polishes, and personalizes professional emails using your Pipeliner data, all for free. Max efficiency.
November 17th, 2025
Custom Record Preview
Architect efficiency: Control fields, cut clicks with QuickView & Preview for laser focus. Tailor the entire sales workflow.