Pipeliner CRM

AI-powered email composition and assistance tool

AI-powered insights and recommendations based on data analysis

AI-powered assistant that provides intelligent guidance through the sales process and recommends actions

No typing required - transcribe voice to text enriched with AI

Monitor and track the health status of customer accounts

Create and manage account-level plans and strategies

Easy activity management with custom activity types and fields

Schedule and manage appointments with timezone checker functionality

Store and manage notes on records

Set and manage reminders for follow-ups and activities

Unlimited tasks and appointments with calendar view, recurring tasks, and task board view

Advanced permission controls including common records management

Track and log all system changes and user activities for compliance and auditing

Create custom roles and define granular permissions for users

Set permissions on individual fields to control data access

Testing environment to safely test changes and configurations

Automated approval workflows and process management

Built-in automation engine allowing users to create custom workflows using conditions and triggers without coding

Automated email sequences, tracking, and personalization capabilities

Custom activities per pipeline stages and automated sales force automation

Internal communication and messaging system for team collaboration

One-click calling and text messaging capabilities with integration over mobile

Automatic email sync and integration with email systems

Built-in GDPR compliance features and tools

Store and manage attachments with size limits and type restrictions

Document storage, management, and advanced document templates with Office 365 and Google Docs support

Create and manage online forms for lead capture and data collection

Comprehensive account tracking and management with account hierarchy, relationship mapping, and account health monitoring

Full contact tracking with contact relationship mapping and visual contact org charts

Lead tracking and management with unlimited leads and opportunities

Track and manage sales opportunities through the pipeline with opportunity bubble charts and archive views

Visual representation of the sales pipeline stages with the ability to view and manage deals at each stage

Create custom business objects and entities to extend CRM functionality

Unlimited custom fields with validation rules, calculations, picklists, dynamic dropdowns, and auto-number fields

Create relationships between records using lookup fields

Create multiple form layouts and views for different business processes

Aggregate data from related records using rollup fields

Automatic daily backups of the database

Automatic detection and management of duplicate records

Personalize email content with dynamic fields and customization

Create and manage automated email sequences for outreach

Track opens, clicks, and engagement metrics for mass email campaigns

Support for multiple currencies in deals and reporting

iOS and Android mobile applications for on-the-go access

Define and manage multiple business units within the CRM

View projects and timelines in Gantt chart format

Create and manage multiple projects with custom configurations

View and track project objectives and goals

Manage projects with Gantt views and objective tracking

First true reporting and business analytics tool embedded in a CRM with standard, pivot table, and custom reports

Create custom dashboards to visualize key metrics and performance indicators

Central dashboard for navigation and overview of key metrics

Set up and schedule automated report delivery

Identify whitespace opportunities across accounts

Two-factor authentication for enhanced account security

Restrict email domains for email integration security

Data encryption at rest to protect stored information

Enterprise single sign-on using SAML 2.0 protocol

SSL encryption for secure data transmission

Condensed view for opportunities, leads, accounts, and contacts

Real-time notifications within the application

Ability to customize what users see and how data is displayed with personalized views and filters

Customizable interface allowing users to modify items in their current view including roles, target types, and sales units

Preview record details before opening full record view