Customization and Admin

Email Personalization

In modern sales, generic outreach is the enemy of revenue. Pipeliner CRM’s Email Personalization uses your customer data to craft one-to-one messages, even when sent to the masses.

2025-12-16T16:03:22+00:00

RingCentral Integration

Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.

2025-12-03T16:13:26+00:00

Export Data

Unlock your Pipeliner data. Effortlessly export leads, accounts, and reports to CSV/XLSX for seamless integration and powerful offline analysis.

2025-12-11T16:22:39+00:00

Security features

Total Control & Confidence. Pipeliner CRM offers AES-256 encryption, SAML 2.0 SSO, and granular access controls. Define user roles & data residency to secure your critical sales pipeline and scale without risk.

2025-12-11T19:24:42+00:00

Audit

Gain complete control and accountability with the Pipeliner CRM Audit Log. Securely track every administrative change, user permission update, and data export activity for perfect security, data integrity, and regulatory compliance.

2025-12-09T15:14:38+00:00

Currencies

Seamlessly manage global sales with Pipeliner CRM Currencies. Automate conversions, ensure accurate reports, and empower international teams with personalized, local-currency views. Drive clear, precise forecasts globally.

2025-12-11T09:54:54+00:00