Pipeliner CRM

Initiate outbound calls and text messages directly from the Pipeliner web app using VOIP

Calling & Text Messaging — Call or Send Text Messages from within the Pipeliner app

Use our document management tool to upload all your company documents and files as well as attach files to records

Learn how to trigger a follow on Automatizer process from within an existing process

Learn how to streamline your meeting booking processes using our new Appointment Scheduler tool

Some essential tools to help maximise Pipeliner's efficiency for your teams

How to find and use our Automatizer Process Templates

An in depth view of using Automatizer to create and execute processes in Pipeliner CRM

An example of using an Automatizer Manual Process to enable a process for Key Opportunity Management

The Process Manager allows you to manage, track and receive notifications about your Automatizer processes

A description for technical users to illustrate using webhook actions in Automatizer processes

The BI Feeder allows you to export Pipeliner data to a PostgreSQL that you can access directly using your Business Intelligence solution.

The BI Feeder allows you to export Pipeliner data to a PostgreSQL database using Google Data Studio

The BI Feeder allows you to export Pipeliner data to a PostgreSQL database and access it using Power BI from Microsoft

Example of using Automatizer to archive Opportunities where the closing date is in the past & that have exceeded expected duration/velocity

A "use case" example of using Automatizer to ensure that Contacts are being followed up by Account Managers on a regular basis