See Everything That Matters—At a Glance

Your sales 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. shouldn’t be scattered across dozens of screens. With Compact View, every detail about your Leads, Opportunities, Accounts, and Contacts lives in one powerful, interactive view.

Scattered Data Is Killing Your Deals

Every minute your sales team spends hunting for information is a minute they’re not closing deals.

Traditional CRMs bury critical customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. data across multiple tabs, windows, and menus. Your reps are forced to click endlessly to answer simple questions: *When did we last contact this prospect? What’s the deal value? Who else is involved in this 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.?*

This fragmented experience leads to:

• Wasted time jumping between screens to piece together the full picture
• Missed opportunities because important details fall through the cracks
• Frustrated sales reps who fight their CRM instead of using it
• Slower response times that cost you competitive deals
• Incomplete data because updating records feels like a chore

Your CRM should accelerate 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.—not slow it down.

Compact View: Your Complete Record Overview, Simplified

Pipeliner CRM’s Compact View was built for sales professionals who need answers fast.

Instead of forcing you to navigate through endless menus, Compact View consolidates everything you need to know about any record into a single, beautifully organized screen. One click. Complete clarity. Zero complexity. Whether you’re preparing for a critical call, reviewing a deal before a forecast meeting, or checking in on a key account, Compact View gives you instant access to the whole story—without the frustration.

This isn’t just a different way to look at your data. It’s a better way to work.

Why Sales Teams Love Compact View

Instant 360° Visibility

Stop toggling between screens and tabs. Compact View brings together all relevant information about a prospect, deal, or customer into one streamlined interface. Activities, notes, linked contacts, deal details, communication history—everything you need is right there. See the whole picture in seconds, not minutes. Walk into every call prepared and confident.

Work Smarter, Not Harder

Unlike static dashboards that only display information, Compact View is fully interactive. You can update fields, add new activities, edit details, and manage linked items—all without ever leaving the view. Your workflow stays uninterrupted—no more opening separate windows to log a note or update a field. Make changes in real-time and keep your momentum going.

Universal Access Across Your Entire PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.

Compact View isn’t limited to one area of your CRM. Whether you’re nurturing a fresh LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., advancing a promising Opportunity, managing a strategic Account, or building relationships with key Contacts, Compact View adapts to every stage of your sales journey. You can even access Compact View in the Archive, making it easy to reference historical records and closed deals whenever you need context from the past.

Designed for Real Salespeople

Pipeliner CRM’s signature visual approach means your team can start using Compact View immediately—no lengthy training sessions required. The intuitive design reduces cognitive load and makes information easy to scan and absorb. This is a CRM your team will actually want to use because it works the way salespeople think.

Key Benefits

Eliminate Context-Switching

Every time your brain switches between screens, you lose focus and momentum. Compact View keeps everything in one place so you can stay in the zone and work more efficiently.

Access Critical Insights Instantly

When a prospect calls unexpectedly, you don’t have time to dig through your CRM. Compact View puts every relevant detail at your fingertips so you can respond intelligently and professionally—every single time.

Update Records in Real-Time

Interactive editing means you can capture information the moment you learn it. No more telling yourself you’ll update the CRM later (and then forgetting). Keep your data fresh and accurate effortlessly.

Reduce Training Time and Boost Adoption

Complex CRMs with steep learning curves lead to poor adoption and incomplete data. Compact View’s intuitive design means new team members become productive faster, and experienced reps actually enjoy using the system.

Make Faster, Better Decisions

When you can see the complete picture at a glance, you make smarter decisions. Identify risks earlier. Spot opportunities faster. Close deals with greater confidence.

Who Benefits from Compact View?

Sales Representatives

Prepare for calls in seconds with complete prospect context. Know exactly where the relationship stands, what’s been discussed, and what needs to happen next—all before you pick up the phone.

Sales Managers

Review pipeline health and deal status without drilling into individual records. Get the visibility you need to coach effectively and forecast accurately.

Account Executives

Manage complex enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. accounts with complete relationship visibility. Understand every stakeholderStakeholder Stakeholder is an entity with an interest in a company, process, or product, and which is typically concerned about its wellbeing., every touchpoint, and every opportunity within the account.

Customer SuccessCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue. Teams

Deliver exceptional service by understanding the complete customer history at a glance. Resolve issues faster and identify upsell opportunities with ease.

How Compact View Fits Into Pipeliner CRM’s Powerful View System

Pipeliner CRM gives you multiple ways to visualize and interact with your data—each designed for specific needs and workflows. Compact View is your go-to choice when you need a comprehensive overview of a single record with all associated details visible at once. Need to see your entire pipeline organized by sales stage? Switch to Pipeline View for a visual snapshot of where every deal stands. Want to sort, filter, and bulk-edit records like a spreadsheet? List View gives you that power with inline editing capabilities.

Looking to understand the geographic distribution of your prospects and customers? Map View plots your data on an interactive world map. Every view in Pipeliner CRM is fully interactive, meaning you can work with your data—not just look at it—no matter which visualization you choose.

Experience the Difference

Your CRM Should Work as Hard as You Do

Too many sales teams settle for CRMs that create more work instead of eliminating it. They accept cluttered interfaces, buried data, and frustrating workflows as “just the way it is.” It doesn’t have to be that way.

Pipeliner CRM’s Compact View represents a fundamentally different approach—one that puts salespeople first. We believe your tools should adapt to how you work, not force you to adapt to them. When you can see everything that matters at a glance, you sell with more confidence, respond with greater speed, and close with higher consistency.

That’s the Compact View advantage.