Email Personalization
In modern sales, generic outreach is the enemy of revenue. Pipeliner CRM’s Email Personalization uses your customer data to craft one-to-one messages, even when sent to the masses.

In modern sales, generic outreach is the enemy of revenue. Pipeliner CRM’s Email Personalization uses your customer data to craft one-to-one messages, even when sent to the masses.
Voyager AI Reports in Pipeliner CRM transforms data analysis. Use natural language input to generate smart, visual AI reports instantly. Simplify your workflow and make data-driven decisions effortlessly.
Stop losing deals to lost notes! Pipeliner CRM’s Voyager AI instantly summarizes communications, extracts action points, and identifies key insights. Reclaim selling time with secure, enterprise-grade AI.
Pipeliner CRM's Custom Products Catalog gives sales teams instant, accurate product and pricing data, driving smarter upsells, faster deals, and maximized revenue.
Pipeliner CRM's Calendar and Task Board Views create fully interactive sales workspaces, eliminating missed appointments and lost revenue with real-time alerts and inline editing.
Pipeliner CRM transforms the way you interact with your data through two powerful innovations: Intelligent Global Search and the Power Panel.
Pipeliner CRM solves this with Unlimited Custom Fields and advanced Lookup Functionality. We don’t just let you store data; we let you map the dynamic relationships that actually drive your business forward.
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.
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.