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Single User Edition

Transforming the way you sell one step at the time!

For the independent sales rep, small business owner or freelancer pipeliner single user edition delivers all the features you could possibly need to grow your sales consistently and close deals faster.

Deceivingly simple and intuitive to use, it packs the power to transform the way you LOOK at the process of selling. pipeliner goes one step beyond integrating all the features necessary to better organize and manage your sales prospects, customer relationships and associated sales activities. It provides the winning sales framework used by successful sales people and sales organizations around the world to consistently outperform their competitors no matter how complex the business opportunity.So give pipeliner a try and transform the way you sell.

  • Sales Performance
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    Sales Pipeline ManagementSales Pipeline Management
    At the centre of the application is the pipeline, which visualises the entire sales cycle and in which a sales rep’s opportunities are clearly displayed in each phase, through to the close.
    Sales Pipeline Management
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    Basic Sales TargetsBasic Sales Targets
    Compare the opportunities in the pipeline to a defined sales target. Basic sales targets allow you to enter one target that shows the results as weighted, un-weighted or real.
    Basic Sales Targets
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    Dynamic Sales TargetsDynamic Sales Targets
    This pipeliner function shows your sales performance according to the pre-defined goals that have been decided upon. Depending on the chosen settings, you can see your total opportunity values in weighted, unweighted or actual conditions.
    Dynamic Sales Targets
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    Lead ManagementLead Management
    A lead is the first "raw contact" and contains the contact information of potential customers willing to buy products or services. Every lead is the foundation of an opportunity and the prerequisite for every pipeline.
    Lead Management
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    p-connect Remindersp-connect Reminders
    Reminders can be set and administered for opportunities, acquisitions, leads, activities, meetings and messages.
    p-connect Reminders
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    p-connect Tasksp-connect Tasks
    All tasks can be administered. Tasks can be divided into sub-tasks and distributed among the users.
    p-connect Tasks
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    p-connect Appointmentsp-connect Appointments
    All appointments can be administered.
    p-connect Appointments
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    Opportunity FilterOpportunity Filter
    The filter allows the user to break down the pipeline in all dimensions, be it products, time frames, different phases, etc. The function enables one to concentrate on a specific part of the pipeline.
    Opportunity Filter
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    Lead Import (CSV)Lead Import (CSV)
    The lead is the first and one of the most important steps in sales. Leads can be imported directly per CSV-file into the lead panel of the application for further processing.
    Lead Import (CSV)
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    Document ManagementDocument Management
    Any kind of document can be attached to every opportunity. The attachment can be performed directly or per drag-and-drop. Be it offers, plans or even meeting minutes, documents can now be managed for all phases of the sales cycle.
    Document Management
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    Opportunity Data Export (CSV)Opportunity Data Export (CSV)
    The filter can be used in order to export specific opportunity data per CSV-file. Data can bce exported quickly in order to be used for further campaigns.
  • Contact Management
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    Relationship Management & Organizational ChartsOrganizational Charts
    Enables the user to produce organizational charts for individual accounts. Relationships between individual contacts, as well as individual assessments can be created.
    Relationship Management & Organizational Charts
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    Address Book Management - Private ContactAddress Book Management
    Private contacts and accounts can be administered in the address book. These are managed by the user himself and are not made public. All contacts can be used for the organizational charts.
    Address Book Management - Private Contact
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    Address Book Import (VCF/CSV) - Private ContactAddress Book Import (VCF/CSV)
    Private contacts/accounts can easily be imported in the address book via VCF or CSV-files. Single contacts/accounts are imported via VCF-files. Multiple contacts/accounts can be imported via CSV-files.
    Address Book Import (VCF/CSV) - Private Contact
  • Opportunity Analysis & Sales Reporting
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    ArchiveArchive
    Each close cannot only be “saved” in the archive, but also reactivated at any time and fully reintegrated into the pipeline as a further opportunity.
    Archive
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    PrintPrint
    Use the print function to print out all information regarding the opportunity. From tasks to account information and organizational charts, the filter lets the user decide what to print.
    Print
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    Management ReportsManagement Reports
    In addition to the quick overview in the dashboard, the management reports offer detailed reports in list form. These reports enable in-depth comparisons, evaluations and statistics, and can be imported into Excel for further processing.
    Management Reports
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    Business Intelligence DashboardsBusiness Intelligence Dashboards
    This special feature of pipeliner enables efficient reporting, which can be viewed at a glance. The key figures describing the success of individual sales reps, entire departments or countries are visualised in the dashboard and available at the press of a button in 3-D format.
    Business Intelligence Dashboards
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    Profile SettingsProfile Settings
    Using the filter functionality, profiles can easily be saved in order to get a quick overview of any part of the pipeline at the click-of-a-button. Macros (Profiles) can also be limited with a target for direct comparisons.
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    Opportunity LogOpportunity Log
    This function logs, in detail, all of the activities that occurred around the opportunity. A log is a “time stamp” that is saved in the background of the application and can be triggered per click-of-a-button within each opportunity.
    Opportunity Log
  • Administration & Team Cloud Management
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    UpdatesUpdates
    For all versions, the updates within one product life cycle are included automatically.
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    Standard Product ClusterStandard Product Cluster
    Products and services can be set-up directly in the application. Each product or service is directly assigned to a opportunity. These are connected with the Filters, Targets and all functions within the management center for precise reporting at all levels.
  • Mobile, CRM & Contacts Integration
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    MS Outlook IntegrationMS Outlook Integration
    The Outlook plug-in for Windows makes it possible to directly synchronise all contacts, calendar entries and tasks between Outlook and the pipeliner. The pipeliner Dashboards are directly integrated into outlook with automatic synchronization. Leads and attachments can be created directly over Outlook. The plug-in can be downloaded directly through the download area of our website.
    MS Outlook Integration
Editions
p-one
Product life cycle price
$139.99
Lead import Dashboard Document Management
p-free
Product life cycle price
FREE
Pipeline Basic Sales Target Address Book