May 5th, 2022
Opportunity Fitness
Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.
April 6th, 2022
Document Management
February 19th, 2021
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
February 18th, 2021
Web Clipper
Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
February 18th, 2021
Custom Views
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
February 18th, 2021
Mobile CRM
Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.
February 18th, 2021
Guided Selling
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
February 18th, 2021
Automatizer
No-code workflow automation engine
August 17th, 2018
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.