Productivity

Opportunity Fitness

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

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Feeds

View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them

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Web Clipper

Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner

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Custom Views

The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.

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Mobile CRM

Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.

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Guided Selling

Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

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Sales Process

Create the most consistent and effective way for your salespeople to move through a sales cycle.

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