Custom Products and Services Catalog
Pipeliner CRM's Custom Products Catalog gives sales teams instant, accurate product and pricing data, driving smarter upsells, faster deals, and maximized revenue.

Pipeliner CRM's Custom Products Catalog gives sales teams instant, accurate product and pricing data, driving smarter upsells, faster deals, and maximized revenue.
Pipeliner CRM solves this with Unlimited Custom Fields and advanced Lookup Functionality. We don’t just let you store data; we let you map the dynamic relationships that actually drive your business forward.
Pipeliner CRM solves the challenge of "Data Overload" with Multiple Form Views. This feature lets you move beyond the static "one-size-fits-all" record layout and create dynamic, role-specific interfaces that adapt to your specific tasks.
Pipeliner CRM’s Email Domain Restrictions feature solves this by acting as an intelligent gatekeeper between your email provider (like Office 365 or Exchange) and your pipeline.
Transform your pipeline into a dynamic, mandatory sales playbook. Pipeliner CRM’s Step Activities ensure every rep follows the optimal path, accelerating deal velocity, and guaranteeing sales process consistency.
End the file-hunt hassle. Pipeliner CRM's seamless SharePoint & OneDrive integration lets you attach and access the latest documents directly from any record, ensuring accuracy and boosting team productivity.
In-App Notifications: Never miss a critical deal update. Get hyper-relevant, real-time alerts instantly when team members change a record you own or watch. Act faster, collaborate better, and close more.
Send, track, and manage all sales emails directly inside Pipeliner CRM. Get real-time alerts for opens and clicks. Use Mass Email Reports to instantly follow up with hot leads.
Stop searching and start selling. The Pipeliner CRM + Google Drive integration links your critical sales documents instantly to your CRM records. Achieve superior document integrity and collaboration for every deal.