Productivity

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

Feeds2021-02-19T16:03:05+00:00

Web Clipper

Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner

Web Clipper2021-02-18T16:39:10+00:00

Custom Views

The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.

Custom Views2021-02-18T22:06:40+00:00

Mobile CRM

Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.

Mobile CRM2021-02-18T20:47:04+00:00

Guided Selling

Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

Guided Selling2021-02-18T22:08:13+00:00

Sales Process

Create the most consistent and effective way for your salespeople to move through a sales cycle.

Sales Process2021-02-18T22:11:19+00:00

Profiles

Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.

Profiles2021-02-18T22:14:03+00:00

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.

Email Integration2021-02-18T20:49:29+00:00