Pipeliner
Pipeliner
119 reviews
WH Score
8.4

Top Pipeliner Features

What are the Best Pipeliner Features?


Customer Management

  • Case Management
  • Pipeline Management
  • Deal Management
  • Account Management

Lead Management

  • Lead Generation

Supported Channels

  • Chat/IM
  • Email

Reporting & Analytics

  • Service Analytics
  • Forecasting
  • Audit Trail
  • Dashboard
  • Email Reports
  • Lead and Opportunity Tracking
  • Data Analytics
  • Lead Scoring
  • Pivot Table Reports

Collaboration Tools

  • Notes

File Management

  • File Sharing

Workflow Automation

  • Email Automation

Systems/Administrative

  • Sandbox
  • Multiple Currencies

Sync/Refresh

  • Email Sync

Project Management Features

  • Workflow Management

Data Migration

  • Data Export

Identity and Access Management (IAM)

  • Multi-Factor Authentication (MFA)

Integration Options

  • APIs

Google Workspace

  • Google Drive

Compliance Accreditations

  • GDPR

Limits

  • User Limit

Pipeliner Top Features Related Review


R
Rhonda
Reviewed on 23 June 2020

Pipeliner CRM Review

Using this system was fantastic. It links effortlessly and it is user friendly.

Pros
  • Installing and operating the program is simple, viewing my reports from a central point is possible thanks to the visual dashboard.
Cons
  • After uploading my contacts CSV, some of the information didn’t appear.

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