April 6th, 2022
Document Management
Stop hunting for files! Pipeliner CRM links every contract, proposal, and client document directly to your sales records. Secure storage, seamless integration, and instant access. Close deals faster.
February 19th, 2021
Audit
Gain complete control and accountability with the Pipeliner CRM Audit Log. Securely track every administrative change, user permission update, and data export activity for perfect security, data integrity, and regulatory compliance.
February 19th, 2021
Currencies
Seamlessly manage global sales with Pipeliner CRM Currencies. Automate conversions, ensure accurate reports, and empower international teams with personalized, local-currency views. Drive clear, precise forecasts globally.
February 19th, 2021
Fields and Forms
Pipeliner Fields & Forms: Stop adapting to generic CRMs. Customize every field, enforce your sales process with mandatory actions, and get instant Rollup insights. Build the CRM your business needs.
February 19th, 2021
Feeds
Pipeliner CRM Feeds: See every email, activity, and team message in one real-time stream. Gain 360° context on every deal and collaborate instantly. Stop searching, start selling.
February 18th, 2021
Web Clipper
Instantly turn any webpage (like LinkedIn) into actionable CRM data. Web Clipper accelerates prospecting with Smart Clipping, duplicate detection, and direct-to-opportunity creation. Stop manual data entry and start closing deals faster.
February 18th, 2021
Custom Views
Instantly create, save, and share views tailored to any sales role or goal. Filter deals by team, target, and status. Stop sifting, start selling.
February 18th, 2021
Bulk Operations
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
February 18th, 2021
BI Feeder
Unleash Pipeliner CRM data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.