How to Build Your Own Pipeliner CRM

Quick filters and advanced filtering capabilities with custom profile views

Bulk update record ownership for multiple records at once

Bulk update opportunities, leads, accounts, contacts, and activities

Import accounts, contacts, and leads from CSV and export to Excel/CSV

Merge duplicate contacts and accounts to maintain data quality

Define and customize pipeline stages for different sales processes

Create and manage a custom product and services catalog

Advanced forecasting capabilities and quota management to predict sales outcomes and track performance against targets

Create multiple custom sales pipelines for different product lines or processes

Quote version management and tracking

Matrix view for analyzing account data and relationships

Create dynamic views based on targets and KPIs

Visualize deal velocity and pipeline movement dynamics

Geographic map view for opportunities, leads, accounts, and contacts

Visual representation of account and contact organizational hierarchies

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

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

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