August 16th, 2018
Navigator Dashboard
Stop juggling tabs. Pipeliner CRM's Navigator Dashboard is your Sales Command Center, consolidating all data, tasks, and intelligent suggestions into one actionable view for absolute clarity every morning.
August 16th, 2018
Multiple Pipelines
Multiple Pipelines: Tailor every workflow. Get custom forms, enforced steps, and specific automation for sales, support, and implementation.
August 16th, 2018
Multiple Accounts
Pipeliner CRM’s Multiple Accounts feature lets you map complex corporate hierarchies. See parent-child ownership, aggregate data, and understand the real decision-makers to close bigger, more strategic deals.
August 16th, 2018
Leads Management
Stop losing leads! Pipeliner CRM automates lead capture, qualification, and conversion. Design unlimited custom processes to ensure every inquiry follows an optimized path to sale.
August 16th, 2018
Integrations
Gain centralized control over integrations with the Automation Hub, complete with analytics and run logs for peak performance.
August 16th, 2018
Dashboard
Turn data into action. Pipeliner CRM Dashboards provide customizable, real-time views of sales performance and trends. Drill down instantly to update records and drive results.
August 16th, 2018
Contact Management
Go beyond basic lists. Visualize your network with Org Charts & Relation Graphs, map influence, track every interaction, and automate workflows to build deeper connections and close more deals with Pipeliner CRM.
August 16th, 2018
Archive
Pipeliner CRM's Archive feature cleans your CRM by moving inactive Accounts, Leads, and Opportunities out of active views. Preserve historical data, sharpen reports, and instantly reactivate old records.
July 26th, 2018
Email Integration
Send personalized, trackable emails & automated sequences directly from Pipeliner. Seamlessly integrates with Microsoft 365 & Google Workspace for smart sales outreach.