May 5th, 2022
Forecasting
Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.
May 5th, 2022
Opportunity Fitness
Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.
February 19th, 2021
Audit
Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category
February 19th, 2021
Currencies
Enable multiple currencies in Pipeliner CRM
February 19th, 2021
Fields and Forms
Pipeliner offers the most comprehensive field and form customization.
February 18th, 2021
Bulk Operations
Mass update Leads and Opportunities by changing them in bulk.
February 18th, 2021
Revenue Recognition
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
August 17th, 2018
User Access Permissions
Pipeliner CRM's User Roles act as a powerful security framework, allowing Administrators to easily manage what each user can access and apply a 'Template' of precise security access rights and permissions with a single click.
August 17th, 2018
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.