Administrators

Microsoft

Microsoft and Pipeliner CRM work together in multiple ways seamlessly.

2025-09-16T12:55:23+00:00

Google

Google and Pipeliner CRM work together in multiple ways seamlessly.

2024-04-04T07:53:54+00:00

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.

2025-07-09T20:02:23+00:00

Sales Process

Create the most consistent and effective way for your salespeople to move through a sales cycle.

2025-09-09T10:12:57+00:00

Reporting

Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.

2025-09-09T10:23:29+00:00

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.

2025-07-09T19:39:03+00:00

Embedded Help & Support

Pipeliner CRM features multiple ways to help and support you while learning and using the product.

2024-09-30T10:09:26+00:00