BI Feeder
Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.
CRM User Access and Permissions management has never been easier.