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Sales Contact Management tools
help you stay on top of customer relationships

pipeliner provides intuitive contact management tools to help you identify hot prospects, stay on top of each customer relationship and every opportunity to close more deals.

pipeliner integrates easy to use sales contact management tools and advanced team collaboration features that enable you to take detailed notes on each customer, share and comment insights with your sales team, set up alerts, delegate tasks and schedule meetings, and never miss an opportunity to bring in additional revenue. Keeps all of your account data up to date and accessible from wherever you work.

Contact Management enables effective Customer Relations

Access contact details conveniently from anywhere.

pipeliner provides easy uninterrupted access to all your contacts from within one intuitive sales application. It runs on both Mac’s and PC’s to deliver an advanced graphic user interface that is both responsive and intuitive to use. Securely hosted on the Team Cloud or available as a mobile CRM sales App your contacts are always up to date and accessible.

Collaborate contacts and activities with your sales team.

If you are working as a team, Team pipeliner securely keeps all of your contact data up to date and accessible from one central location hosted on the Team Cloud. Contacts are synchronized with your team to keep everyone always updated. You can have access to your contacts also when NOT online. Built in communication and messaging enable effective collaboration and sharing.

Intuitive and accessible helps develop and strengthen business relationships

Powerful as a contact manager and convenient to use, it speed up your data entry, and makes adding opportunities to your pipeline possible with a couple of clicks. Contact management tools that help you gain a better understanding of your prospects and their decision making process.

Seamless interaction with Microsoft Outlook and Dynamics CRM

Integrates seamlessly with Microsoft Outlook to leverage existing contact and activity details and to help you work the way you are used to. A Plug-In is also available for Microsoft Dynamics CRM, it allows easy connection to this popular CRM application.

pipeliner is Contact Manager and much more ...

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Easy and intuitive access to Contact details

Contact Management provides real-time access to your contact information right from within pipeliner's Address Book. Manage Contacts with ease and share details with the entire sales team. Add a picture, specify your contacts position, and link them to an account; with just one click. Access contact details easily; filter and sort Contacts using extensive Address Book options.
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Identify key decision makers to follow

Identify Key Contacts in your prospects buying organization and map their influence on your opportunity. Identify key decision makers and assess their Pain & Gain to best align your winning sales proposition. Assess their competence, add internal contacts and their impact, and identify possible obstacles to overcome.
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Search, Filter and Sort to find contacts quick

pipeliner’s Address Book Filter settings and extensive use of view options, allow you to select, sort and arrange contact details any way you choose. Filter contacts by account, position, account type and class for easy selection. Sort contacts by account, name or country and toggle the view to show private or public contacts separately.
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Add Contacts easy with the Quick Select Tool

Adding contacts to new leads and opportunities is only one click away, with the Address Book Quick select tool. Click to add a contact from the address book, and instantly activate the searchable contacts list from which you can select the contact to add. Available contacts from within a company are filtered for you to facilitate selection.

Share Contacts and Collaborate effectively as a team

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Collaborate with your team for better results

p-Connect enables seamless communication among your sales team members. Socialize. Discuss. Share opinions, views and advice with your sales team intuitively. p-Connect provides a central place for all Tasks and Reminders set in your pipeline. Schedule Appointments for all members and invite them to join in on meetings. Sort and filter, edit, delete, share and comment on any activity.
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Follow-up with Reminders

With pipeliner you will never miss a step. You can set Reminders for any opportunity, any sales lead, inside lead acquisition and more. You can add reminders to scheduled activities, follow up on the completion of key tasks, for your calls and always stay on top of key events as they unfold.
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Assign, Delegate & Track Tasks

Create and delegate as many Tasks as you see fit in order to progress your opportunities. Comment on your progress and share tasks with your colleagues with ease. Customize Task Types that you can share with your sales team for consistent reporting.
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Schedule Events & meetings

Schedule and delegate appointments, events and meetings you can relate to leads, opportunities and accounts and share them with your sales team. Search your Appointments list and set reminders for key events comfortably within pipeliner’s Activities control panel.
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Share your views and Comments

p-Connect provides an internal communication system enabling quick and efficient messaging among sales teams. Create & distribute Messages and start Discussions on any task or opportunity; share insights with your team; follow discussions as they develop.

Contacts available always and from Anywhere

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Cloud hosted and mobile SalesCRM

Whether as Standalone Sales Application or hosted in your team’s CLOUD, pipeliner is accessible always and from everywhere.
Enjoy the freedom of a mobile Sales CRM and take your lead and opportunity management on the road with the sales mobility solution for iPhone, iPad, and Android smart-phones.
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Share Meaningful Profile Infos

Develop meaningful profiles of your contacts, share them with the rest of the sales team and keep everyone on the same page. Identify influencers and dig deeper into their personas. Identify their pain points; determine the level of influence, their buying role, attitude and what they expect to get out of the deal. See how to visually map relationships with pipeliner.
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Sales Application inside Outlook!

Leverage existing contact and activity details. With our Plug-In for Microsoft Outlook you can integrate seamlessly with this popular office productivity application. Synchronize Contacts, Calendars and Tasks with pipeliner in the background when connected. Dashboards are fully integrated into Outlook and keep you constantly posted on key sales metrics.
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Import and Export Contacts

Import Contacts using familiar .CSV files or vCards. The CVS Import wizard will guide you through the process. Visually map the records to be imported into pipeliner. Verify, accept and reject individual records, prior to committing the import. Export Contacts directly using the same file format and share using vCards. Manage everything from the Cloud with our Team Edition.

These are but a few of the ways in which pipeliner can help you achieve best sales results consistently and with less effort. Take a look at all the features pipeliner opportunity management sales application has to offer. Try our FREE for all opportunity management sales application p-free NOW, and experience for your-self how easy getting ahead in sales can be.