Email Domain Restrictions
Pipeliner CRM’s Email Domain Restrictions feature solves this by acting as an intelligent gatekeeper between your email provider (like Office 365 or Exchange) and your pipeline.
Custom Activities per Pipeline Stages (Sales Activities)
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.
Approvals Processes
Automate high-stakes decisions with Pipeliner CRM Approvals. Use conditional logic, lock records for compliance, and accelerate sign-offs with instant notifications & automatic expiration rules.
Mobile Apps
Manage your pipeline, contacts, and opportunities with Pipeliner CRM Mobile for iOS/Android. Access KPIs, scan business cards, log activities, and sync data instantly—even offline. Close deals anywhere.
Calling Integration (over Mobile)
Pipeliner CRM’s Mobile Calling Integration is the seamless bridge between your desktop workflow and your mobile phone, ensuring you stay focused, productive, and compliant—no matter where you are.
SharePoint Integration
End the file-hunt hassle. Pipeliner CRM's seamless SharePoint & OneDrive integration lets you attach and access the latest documents directly from any record, ensuring accuracy and boosting team productivity.
Seamless Email & Document Management
Instantly save email attachments and documents to the correct CRM record (Account, Contact, Opportunity). Centralize all vital sales files for maximum efficiency and context without leaving your inbox.
Pipeliner CRM Views
Pipeliner CRM transforms Opportunities, Leads, Accounts, Contacts, and Activities from disconnected lists into a unified 360° sales command center. Achieve total team alignment, accelerate decision-making, and close more deals faster.
In-App Notifications
In-App Notifications: Never miss a critical deal update. Get hyper-relevant, real-time alerts instantly when team members change a record you own or watch. Act faster, collaborate better, and close more.