Administration

Security features

Your sales data is your most valuable asset. It [...]

2025-10-13T06:51:42+00:00

Sales Forecasting

Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.

2025-10-06T10:37:53+00:00

Opportunity Fitness

Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.

2025-09-17T10:20:12+00:00

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

2025-09-18T20:14:51+00:00

Currencies

Enable multiple currencies in Pipeliner CRM

2025-09-17T10:19:42+00:00

Fields and Forms

Pipeliner offers the most comprehensive field and form customization.

2025-09-10T13:47:38+00:00

Bulk Operations

Mass update Leads and Opportunities by changing them in bulk.

2025-09-19T10:04:44+00:00

Revenue Recognition

Use Revenue Recognition to schedule revenue from an opportunity over different time periods.

2025-09-09T10:16:29+00:00