Administration

Multiple Form Views

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.

2025-12-09T14:54:41+00:00

Email Domain Restrictions

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.

2025-12-10T17:15:32+00:00

Custom Activities per Pipeline Stages (Sales Activities)

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.

2025-12-09T15:18:46+00:00

SharePoint Integration

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.

2025-12-09T15:12:52+00:00

Send and Track Emails directly from Pipeliner CRM

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.

2025-12-09T15:02:12+00:00

Google Drive Integration

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.

2025-12-09T15:01:44+00:00