Sales Management

Email Sequencing

Tired of lost leads? Pipeliner CRM Email Sequencing automates personalized nurture campaigns right inside your CRM. Eliminate manual follow-up, ensure perfect timing, and protect your sales reputation with "smart" sequences.

2025-12-16T16:15:20+00:00

Multiple Form Views

Pipeliner CRM solves the challenge of "Data Overload" with Multiple Form Views. This feature lets you move beyond the static "one-size-fits-all" record layout and create dynamic, role-specific interfaces that adapt to your specific tasks.

2025-12-15T15:39:12+00:00

Custom Activities per Pipeline Stages (Sales Activities)

Transform your pipeline into a dynamic, mandatory sales playbook. Pipeliner CRM’s Step Activities ensure every rep follows the optimal path, accelerating deal velocity, and guaranteeing sales process consistency.

2025-12-09T15:18:46+00:00

Approvals Processes

Automate high-stakes decisions with Pipeliner CRM Approvals. Use conditional logic, lock records for compliance, and accelerate sign-offs with instant notifications & automatic expiration rules.

2025-12-09T15:18:21+00:00