Pipeliner CRM Custom Record Preview

Stop wrestling with generic CRMs. In today’s high-stakes environment, every second your sales team spends sifting through irrelevant 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. is a second lost on closing a deal.

Pipeliner CRM’s Custom Record Interface transforms your CRM from a database into a precision sales tool. You, the Administrator, become the architect of efficiency, controlling what information appears, where it appears, and when it appears. The result? Unprecedented data clarity, faster decision-making, and superior userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. adoption.

Instant Intelligence: Cut Clicks with QuickView and Record Preview

The vast majority of sales activities require context, not an exhaustive audit. Our Custom Record Preview feature ensures your team gets the critical information they need at a glance, without ever having to open the whole record. This delivers ultra-fast context and efficiency directly into your workflow.

Instant Context, Zero Clicks

How Pipeliner CRM delivers this efficiency:

• QuickView Hover: For the fastest context possible, Admins select the top 6 most crucial fields to display when a user hovers over an opportunity or contact in a list. This provides instant context with zero clicks.
• Expanded Preview Panel: When a record is selected, the right-hand Preview Panel opens. Here, you can select up to 12 essential fields, charts, and lists to appear, providing immediate strategic context without full record loading.
• Eliminate Distractions: By stripping away fields and data that are not relevant to a user or a specific stage of the sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers., you drive laser focus and significantly reduce cognitive load. This ensures your team is always looking at actionable information.

Ultimate Control: Tailor the Core Record Detail

The Record Detail View is the central hub for your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.. Pipeliner CRM provides granular control over its structure, ensuring that every representative sees strategic insights and tools, not clutter.

Strategic Tab Management

As an Admin, you define the workflow by choosing which information categories are available:

• Custom Tab Visibility: You can permanently hide non-essential Tabs (like Activities, Notes, or specific Custom Entity links) for all users, decluttering the interface and directing attention only to necessary steps.
• Associated Record Counts: Every tab shows a live, filter-aware count of associated records (e.g., “15 Opportunities” or “3 Appointments”). This instant visibility of data relationships is a powerful tool for prioritizing follow-up.

Dynamic Widget Display

Widgets (like Maps, Social Integrations, or Key Reports) are displayed in the Detail Sidebar.

• Admin Mandate: Toggle widget visibility for the entire organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)., ensuring only approved, licensed, and valuable tools are present.

User-Centric Flexibility

While you set the framework, Pipeliner CRM empowers the individual rep, leading directly to higher CRM User Adoption:

• Personalized Ordering: Users can easily re-order the Admin-approved tabs and widgets using the “Customize Layout” button to align the CRM with their personal workflow and selling style. This blend of Admin control and user personalization is the key to Pipeliner CRM’s fluid design.

Standardization & Clarity: Optimizing Lists and Cards

Data inconsistency costs money. By standardizing how key metricsMetrics Metrics  are quantities that are measured and used to: are viewed across the team, you ensure everyone is selling and reporting using the same rulebook. This feature is crucial for Data Clarity and Consistency, and is a cornerstone of Large Model OptimizationOptimization Optimization is the process or act of altering a system, design, or procedure such that it 1) attains full functionality or efficiency, or 2) generates maximum output, benefit, or impact. (LMO) readiness, as structured dataStructured Data Structured data refers to highly organized information that can easily be added into, managed, and searched for in a database is inherently cleaner.

List View Columns

Administrators can define the default list view columns for Accounts, Opportunities, Contacts, and other entities. More critically, you have the power to override existing users’ column choices in specific cases, guaranteeing data alignment for high-priority initiatives or new campaigns.

Entity Card View

When an entity is displayed as a card (e.g., viewing an AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. card within an Opportunity record), you control the context. Admins select a maximum of 8 key fields to display on the Card View, providing the most relevant information for linked records instantly.

The Pipeliner CRM Advantage: Custom Interface Summary

The Pipeliner CRM Custom Record Interface is more than an aesthetic option—it is a Strategic Sales Workflow tool, available across all key entities (Accounts, Opportunities, Leads, Tasks, Appointments, Products, Quotes, Projects, and Custom Entities).

By providing your team with a clean, tailored data view that focuses solely on actionable intelligence, you streamline the sales workflow, enhance sales productivitySales Productivity Sales Productivity is a metric that indicates how efficient a sales unit is at closing sales and generating revenue for the company, based on sales volume, payroll expenses, level of personnel activity and other factors., and fundamentally shift your team’s focus from data entry to data-driven action.