November 5th, 2025
Web Resource Fields
Boost sales prep. Integrate live web data (news, reviews, financials) directly into your CRM records. Instant context. Zero tabs.
November 4th, 2025
Geolocation
Pipeliner CRM Geolocation: See your pipeline geographically. Prioritize high-value deals & optimize sales routes with our visual CRM heat map.
April 6th, 2022
Document Management
Stop hunting for files! Pipeliner CRM links every contract, proposal, and client document directly to your sales records. Secure storage, seamless integration, and instant access. Close deals faster.
February 19th, 2021
Feeds
Pipeliner CRM Feeds: See every email, activity, and team message in one real-time stream. Gain 360° context on every deal and collaborate instantly. Stop searching, start selling.
February 18th, 2021
Web Clipper
Instantly turn any webpage (like LinkedIn) into actionable CRM data. Web Clipper accelerates prospecting with Smart Clipping, duplicate detection, and direct-to-opportunity creation. Stop manual data entry and start closing deals faster.
February 18th, 2021
Custom Views
Instantly create, save, and share views tailored to any sales role or goal. Filter deals by team, target, and status. Stop sifting, start selling.
February 18th, 2021
Bulk Operations
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
February 18th, 2021
BI Feeder
Unleash Pipeliner CRM data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.
February 18th, 2021
Microsoft
Stop switching between apps. Pipeliner CRM and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.