November 6th, 2025
RingCentral Integration
Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.
November 5th, 2025
Web Resource Fields
Boost sales prep. Integrate live web data (news, reviews, financials) directly into your CRM records. Instant context. Zero tabs.
November 5th, 2025
Opportunities
Engineer your revenue with Pipeliner CRM Opportunities. Define custom stages, accelerate sales velocity with time limits, and use accurate Weighting for predictable forecasting.
November 5th, 2025
Quotes
Quote with precision. Pipeliner CRM’s Quotes feature streamlines proposal management, controls revisions, and instantly syncs winning products to your Opportunity, accelerating deal closure and ensuring data accuracy.
November 4th, 2025
Entities
Unlock limitless CRM customization with Pipeliner Custom Entities. Stop trying to shoehorn data—build a CRM that speaks your company’s language.
November 4th, 2025
Custom Dashboards
Pipeliner CRM Custom Dashboards deliver dynamic, real-time sales intelligence. Stop guessing. Build personalized views, drill down to actionable data, and use running totals to drive instant, informed decisions.
November 4th, 2025
Business Card Scanner
Transform event connections into actionable CRM records. The Pipeliner CRM Business Card Scanner boosts field productivity and data quality.
November 4th, 2025
Activity Types
Master your sales process with precise activity tracking. AI-powered Fitness scores highlight neglected deals. Close more, faster.
October 13th, 2025
Help & Support
Stop searching for answers and start closing deals. With instant in-app guidance, a vast knowledge base, and direct access to CRM experts, Pipeliner provides the support you need to focus on your customers.