Mobile CRM
Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.
Bulk Operations
Mass update Leads and Opportunities by changing them in bulk.
BI Feeder
Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)
Sales POP!
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
Microsoft
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
Google and Pipeliner CRM work together in multiple ways seamlessly.
Revenue Recognition
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
Guided Selling
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
Email Tracking
Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.