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Task Automatization allows you to setup tasks that are created automatically when moving from stage to stage. It saves both managers and salespeople from having to manually create tasks.

Offline capability for your CRM means that you can go off the grid, but keep your business alive even with no Internet access.

See what's new with our KPI Dashboards! You can now see the most lost reasons, or opportunity value vs. won ratio.

We have extended and simplified the way you manage user rights and roles within Pipeliner. Learn how, and what it means for you.

Create dropdowns that are interdependent so that your users won't have to choose from tens of options in one field.

Set quotas, track them and share them with Pipeliner CRM forecast reports.

Watch how to setup multiple pipelines within Pipeliner and how to move opportunities from one pipeline to another.

Group opportunities by visual groups of owners, accounts, ranking and others for different instant views.

And thanks to this visual approach, information is instantly communicated.