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 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
Accounts Relations
Accounts Relations: Visualize complex company connections (like partners & suppliers) with the Relation Graph. Gain strategic account intelligence.
May 5th, 2022
Sales Forecasting
Gain crystal-clear revenue insight with Pipeliner CRM Forecasting. Stop guessing & start growing! Predict sales with AI-driven confidence.
May 5th, 2022
Opportunity Fitness
Opportunity Fitness is a powerful Pipeliner CRM tool that uses AI (Voyager) and color-coding to assess deal health. It highlights overdue activities (Red), neglected deals (Yellow), and well-managed opportunities (Green), helping sales teams prioritize and managers coach effectively.
February 18th, 2021
Revenue Recognition
Stop guessing your future income. Pipeliner CRM's Revenue Recognition schedules opportunity and product revenue over time (monthly, quarterly, yearly), giving you unparalleled accuracy for forecasting and reporting.
February 18th, 2021
Guided Selling
Embed your sales playbook in Pipeliner CRM. Guided Selling turns your process into a dynamic checklist, ensuring every rep follows best practices, boosts velocity, and closes deals faster.
February 18th, 2021
Email Tracking
Turn emails into intelligence. Pipeliner CRM tracks every open & click across single and mass emails. Optimize templates, filter leads by engagement, and drive sales with data-backed follow-ups.