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.
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
Pipeliner CRM's User Roles act as a powerful security framework, allowing Administrators to easily manage what each user can access and apply a 'Template' of precise security access rights and permissions with a single click.
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.