Audit Log for Enhanced Visibility
Pipeliner CRM offers users access to an Audit Log, providing a detailed history of all changes made within the Admin module over time. This feature allows users to track modifications by Date, User, and Category, enhancing transparency and accountability within the system.
Multi-Currency Support for Global Operations
With Pipeliner CRM, users can enable multiple currencies, crucial for organizations conducting business on a global scale. This capability ensures accurate financial tracking and reporting, allowing businesses to effectively manage sales pipelines in various regions with diverse currency requirements.
Customizable Fields and Forms for Tailored Solutions
Pipeliner CRM stands out for its comprehensive field and form customization options. Users can tailor the platform to meet their unique business needs by creating custom fields and forms, ensuring data capture is aligned with specific processes and workflows. This flexibility empowers organizations to build a CRM solution that perfectly suits their requirements.
Efficient Bulk Operations for Time-Saving Updates
Streamline your workflow with Pipeliner CRM's Bulk Operations feature, allowing users to make mass updates to Leads and Opportunities effortlessly. By enabling bulk changes across multiple records, teams can save time and increase productivity, making it easier to manage and update large volumes of data within the CRM system.
Enhanced Revenue Recognition for Accurate Forecasting
Pipeliner CRM offers Revenue Recognition capabilities, enabling users to schedule revenue from opportunities over different time periods. This functionality enhances forecasting accuracy by providing a clear view of revenue streams, assisting businesses in making informed decisions based on revenue projections and ensuring financial visibility across the sales pipeline.
Secure User Access Permissions for Data Integrity
Ensure data integrity and security with Pipeliner CRM's User Access Permissions management feature. Administering user roles and permissions has never been easier, allowing organizations to control access to sensitive data and functionalities within the CRM system. With granular control over user permissions, businesses can safeguard their data while enabling efficient collaboration and workflow management.
Intuitive Template Designer for User-Friendly Customization
Pipeliner CRM's Template Designer empowers users to create custom forms with ease. By selecting form designs, dragging and dropping fields, setting up columns, and customizing field properties, users can personalize their CRM interface without the need for administrative assistance. This intuitive tool enhances user experience, enabling businesses to adapt the CRM platform to their specific requirements efficiently.