November 6th, 2025
PandaDoc Integration
Close deals faster. Automate proposals, quotes, & contracts directly from Pipeliner CRM with the PandaDoc integration.
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
Autoprofiler
Pipeliner CRM Autoprofiler is the AI engine that eliminates manual research. Enter an email or website to instantly enrich records with professional titles, logos, addresses, and social profiles. Get complete, accurate data automatically, without overwriting anything.