Feeds
View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them
Web Clipper
Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
Custom Views
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
Mobile CRM
Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.
Guided Selling
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
Automatizer
No-code workflow automation engine
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
Profiles
Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.
Email Integration
Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.