From first contact to final handshake, Pipeliner CRM’s Opportunity Tracking provides a 360-degree view of every deal in your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.. Stop guessing and start winning with precision, foresight, and confidence.
Map Your Path to “Won”
Every deal has a journey. With Pipeliner, you define the path. Seamlessly convert qualified leads into opportunities and guide them through your unique sales stages using our intuitive visual interface. Link every opportunity to key accountsKey Accounts Key Accounts are whale spenders or VIP customers prioritized by sales reps and customer success; churn from these clients would be a detrimental loss to the company’s revenue. and contacts to create a unified record of every interaction. Mark deals as Won or Lost with a single click, and gain invaluable insights from lost-deal reasons to sharpen your strategy for the next win.
Track Every Move, Seize Every Moment
Deals are won in the details. Log every call, email, and meeting as it happens. Our powerful activity tracking builds a rich, chronological history for each opportunity, so your entire team knows exactly where you stand. Delegate tasks, add detailed notes (even with your voice on mobile!), and access a complete feed of interactions from anywhere, at any time.
Forecast with Unprecedented Accuracy
Move beyond single-point estimates. With our RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Recognition tools, you can accurately forecast revenue from multi-year contracts or recurring service agreements over months, quarters, or years. Understand your actual cash flow and make smarter financial decisions based on a precise picture of your future earnings.
Know the Health of Your Pipeline, Instantly
Is a promising deal at risk of stalling? Pipeliner’s unique Opportunity Fitness gives you an instant, at-a-glance health check. Customizable indicators monitor everything from overdue follow-ups to decreases in deal value, flagging potential issues before they can derail your success. Proactively turn “At Risk” deals into “Looking Good” with actionable insights.
Look Back to Leap Forward
Learn from your history to shape your future. Our powerful Historical Reporting lets you compare pipeline snapshots over time. Answer critical questions like, “How have our deal values changed this quarterQuarter Quarter is a three-month period in a company’s fiscal year commonly used to make comparative performance analyses, detect or forecast business trends, report earnings, and pay shareholder dividends. compared to last?” and visualize your sales flow with dynamic charts. Turn your historical dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. into a powerful engine for growth.
Ready to take command of your pipeline?
