Importing Leads
Import your Leads (with or without Accounts and Contacts) using our drag & drop wizard
Automatizer
No-code workflow automation engine
User Access Permissions
CRM User Access and Permissions management has never been easier.
Template Designer
Template Designer is your command center to create reusable assets. Automate sales playbooks, build personalized emails, and generate perfect quotes in seconds. Sell smarter, not harder.
Sales Velocity
Pipeliner CRM's Sales Velocity lets you define the ideal pace for your sales cycle. Get instant alerts on overdue opportunities, pinpoint hidden bottlenecks, and systematically shorten your path to "Closed-Won."
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
Reporting
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Profiles
Pipeliner CRM Profiles let you create and save tailored views of your entire pipeline. Instantly apply custom filters, visuals, and targets with one click to eliminate noise and focus on what matters most.