Features

Multiple Target KPIs

You can now compare values of any numeric field in Pipeliner to previous period. Including the fields you yourself create.

2018-09-03T08:17:22+00:00

Pipeliner Bubble Chart

The Bubble chart helps me with prioritizing my opportunities because I can instantly see what opportunity has nearest due date, what is the value and at which stage they are.

2018-09-03T08:15:19+00:00

Pipeliner Automated Sales Step

Task Automatization allows you to setup tasks that are created automatically when moving from stage to stage. It saves both managers and salespeople from having to manually create tasks.

2018-09-03T08:13:41+00:00

CRM Online and Offline

Offline capability for your CRM means that you can go off the grid, but keep your business alive even with no Internet access.

2018-09-03T08:12:19+00:00

Dashboard Improvements

See what's new with our KPI Dashboards! You can now see the most lost reasons, or opportunity value vs. won ratio.

2018-09-03T08:11:00+00:00

New User Rights Management

We have extended and simplified the way you manage user rights and roles within Pipeliner. Learn how, and what it means for you.

2018-09-03T08:09:37+00:00

Dynamic Dropdowns

Create dropdowns that are interdependent so that your users won't have to choose from tens of options in one field.

2018-09-03T08:08:04+00:00

Forecast Reports

Set quotas, track them and share them with Pipeliner CRM forecast reports.

2018-09-03T08:06:09+00:00