CRM (R)Evolutionized –
Instant Intelligence, Visualized!

Why is Pipeliner CRM so popular with Sales Professionals?

Pipeliner CRM is CRM software designed to actually empower sales professionals: it is Instant Intelligence, Visualized. A CRM system is only as good as the way it presents data for salespeople and sales management to use--not everyone has the same requirements and preferences. For that reason, we give you multiple ways to view your data. Download a free trial now, or explore the links below to learn more.

You always know where to focus with Pipeliner CRM Navigator

Pipeliner has moved well beyond the concept of a standard CRM dashboard to far more targeted and innovative ways of delivering instant intelligence to the user. Includes 5 basic powerful components, all in a single view:

  1. Activity Stream
  2. Target Overview
  3. Notifications
  4. Suggestions
  5. Business Overview

Along with Pipeliner’s advanced filtering and profiling capabilities, Navigator immediately helps the user cut out the noise, easily navigate complexity and focus immediately on what is most important.

 Take a look at all the Pipeliner CRM features

Pipeliner CRM Navigator

Pipeliner CRM - Pipeline Management

You can create, manage and track your own Sales Process

From the very beginning, Pipeliner was designed for the precise purpose of being customizable to a company's sales process. Within minutes, Pipeliner is instantly adaptable to a company's specific sales process stages. If a sales process changes down the line (which often happens with a dynamic sales process) it can be immediately updated.

  • Drag-and-drop your Sales Opportunities from one Stage to another
  • Track, Manage and analyze your Opportunities and your Sales Pipeline in one screen
  • Visual Sales Pipeline gives you instant overview of your business

Learn about the benefits of Pipeliner CRM

You can manage, coach and mentor your sales team

With Pipeliner Performance Insights you can instantly see how sales is performing using using 5 Key Performance Indicators: Deal Created, Deals Converted, Lost Deals, Value of Won Deals, and Value of Lost Deals. You can even see your own results and see how well you are performing. It’s easy to compare the performance of your salespeople—simply select the KPIs that you are interested in, and turn on the graph view for the individuals or sales units you want to compare.

 Take the Pipeliner CRM Feature Tour

Pipeliner CRM Sale Management Insights

Pipeliner CRM Mobile

Pipeliner CRM On The Go!

Today’s business environment can be called many things—but one of them could certainly be “mobile.”

This is especially true of sales. Salespeople by nature are getting out, reaching out to prospects, visiting them, looking them up at trade shows or conferences. They also might be meeting them in social settings that have nothing to do with work.

When such things occur, you’ll often need access to your CRM. Pipeliner knows this, and for that reason provides a robust Mobile App for Pipeliner CRM.

See the Pipeliner CRM Mobile App

Pipeliner CRM Mobile App

Increase Your Sales on the Go!

Sales Management Pain Point

The Sales Manager

We are very experienced Sales Managers ourselves and understand the challenges this most critical of jobs faces. The Sales Manager can be the greatest revenue multiplier in the organization but only if you are on top of your game. What system are you are using and if you are constantly needing to motivate your team, is that system really working?

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Sales Management Pain Point

The Right Technology

Nothing can happen in today's business world without technology. Companies that have tried, especially since the turn of the millennium, have failed. So to succeed, a company must take advantage of technology. What does this mean for the sales manager? How do you make the right choices and make sure that your technology is enabling and not hindering more sales?

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Sales Management Pain Point

Improving Salespeople

It is very common for sales managers to dive in and attempt strengthen sales rep weaknesses. Is this the right approach or should you actually not try and change them, perhaps it is better to help them to continuously improve at being who they are, and doing what they do best?

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Sales Management Pain Point

The New Company

A new sales manager is hired from outside the company, and is expected to take the sales team—and the company bottom line—to new heights. All eyes are on this individual to see if they deliver. In the case of the sales manager, those eyes are looking from both above and below: the company executives from above, and the sales reps from below.

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Sales Management Pain Point

Accurate Forecasting

Accurate forecasting will make or break a sales manager's job. If a sales manager doesn't routinely provide a sales forecast that is at least somewhat accurate, the company will lose confidence in that sales manager. The opposite is also true, of course: If a sales manager is consistently forecasting well the company will have increasing confidence in that manager.

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Sales Management Pain Point


Qualifying leads is a big part of the job. In this buyer-empowered world where buyers have access to online research, review sites and professional networks, prospects are qualifying you before they show up at your virtual door. At the same time, though, you must qualify them to ensure that they are a proper customer fit for your company.

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Sales Management Pain Point

Management or Sales Management

Today there are many books out there on the subject of “Sales Management” and new ones coming out all the time! But the truth of the matter is, management is management. There is good management, and bad management. And either way, it applies rather equally to all endeavors, including sales.

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The first CRM that's a complete selling system

Now your team always knows where to focus, what to do and when to do it.

Sales Process

The reason salespeople need a process has nothing to do with the need to constrain them. In fact, the reason is rather scientific: It’s because buyers follow exact journeys. If a salesperson isn’t following along, they’re going for the close when the buyer is much further back in their journey. That’s a rapidly lost sale. In fact, we should view a sales process as something that helps salespeople, not something that hinders or confines them.

The Pipeliner Selling System helps you develop or hone your sales process, to make it as effective as possible. It is a series of steps that every buyer takes—and that every seller, to be successful, should take along with them.

Learn more about the Sales Process


Sales Stages

Each part of your sales pipeline contains a discrete Sales Stage -- each of which are intimately tied to the Buyer’s Journey to purchase your company’s product or service. A stage should denote significant progress in a sales cycle and significant progress is defined by the buyers journey.

Marginal or ill-defined progress leads to stages being interpreted differently by different sales people which is why the Pipeliner Selling System demonstrates what well-defined sales stages should look like.

Learn more about Sales Stages


Sales Activities

What difference would it make to your business if your salespeople were focused on the right opportunities, engaging in the right activities and communicating in the right way at every stage of a sales cycle? The Pipeliner Selling System takes the approach of enabling the right Sales Activities at the right times - increasing sales effectiveness throughout each stage of your sales process.

Research shows that companies with a well-defined sales process consistently outperform their competitors. Making Tasks and Activities well-defined, targeted and efficient is the best way to make your sales process effective.

Learn More About Sales Activities


A CRM That Actually Supports You!

Pipeliner was developed to empower salespeople and sales managers—not weigh sales reps down with data entry and provide a complex and difficult-to-use application for managers. Just listen to our customers—Pipeliner means smooth navigation of today’s sales complexity for all concerned.