Features

Reporting

Pipeliner CRM's Reporting Engine, powered by Voyager AI, revolutionizes sales operations. Instantly create visual, flexible reports from any screen. Use the AI agent for effortless report generation and schedule automated delivery.

2025-11-26T14:38:23+00:00

Profiles

Stop scrolling and start selling. Pipeliner CRM Profiles let you build custom views, precise filters, and dynamic lists. Gain instant clarity and turn your data into a strategic advantage today.

2025-11-25T20:34:36+00:00

Pipeline View

Stop flying blind. The Pipeline View gives you a crystal-clear visual map of your sales process. Manage opportunities with drag-and-drop ease, spot stalled deals instantly, and crush your targets with total clarity.

2025-11-25T20:31:35+00:00

Additional Functionality

Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.

2024-04-04T10:18:27+00:00

Performance Management

Stop guessing! Pipeliner CRM Performance Management delivers unmatched, real-time insights to optimize your pipeline. Boost accountability, identify bottlenecks, and unlock revenue potential with data-driven sales leadership.

2025-11-26T16:02:15+00:00

Organization Chart

Stop guessing! Pipeliner CRM's Organization Chart gives you a visual blueprint of any account, mapping decision-makers, hidden influencers, and the fastest path to 'Yes.'

2025-11-25T19:36:17+00:00

Opportunity Tracking

Pipeliner CRM’s Opportunity Tracking is your Deal Command Center. Get a 360-degree view of every deal, forecast revenue accurately, and use Opportunity Fitness to instantly check deal health. Stop guessing, start winning.

2025-11-26T16:02:20+00:00

Navigator Dashboard

Stop juggling tabs. Pipeliner CRM's Navigator Dashboard is your Sales Command Center, consolidating all data, tasks, and intelligent suggestions into one actionable view for absolute clarity every morning.

2025-11-25T19:23:34+00:00