Pipeliner CRM

Enabling Sales Teams,
Minimizing Risk!

Try For Free 

Pipeliner CRM

Enabling Sales Teams,
Minimizing Risk!

Try For Free

Enabling Sales Teams:

  • Dynamic, instant visualization of pipeline, processes & activities

  • Complete, visual, contact management
  • AI-assisted alerts and intelligence

  • Focus on revenue target & high-priority activities

  • Advanced mobile app
  • Robust reporting & management
  • Easy to learn, easy to use

Minimizing Risk:

  • Integrates with any other system seamlessly

  • Low total cost of ownership

  • No full-time admin needed

  • Non-technical Drag & Drop configuration

  • No programmers/system integrators/consultants needed

  • Rapid onboarding with minimal business interruption
  • Short learning curve for users & admins

  • Best in class onboarding, support and customer success

As a Sales Leader what is most important to you?

Instantly, Dynamically, Visually

  • Review your pipeline

  • Forecast sales

  • Manage revenue risk

  • Collaborate with your sales team

Optimize How Your Salespeople Sell

  • Uniform and predictable

  • Right target buyer(s)

  • Focusing on the right leads

Access To Real-Time Data

  • Analyse win/loss rates

  • Review sales person/team/territory performance

  • Set key sales metrics & goals

  • Leading & lagging indicators

What Do Your Salespeople Need?

Easy-To-Use, Easy-To-Learn Visual Sales Tool

  • Intelligently cuts through the noise

  • Focuses on high value activities

  • Everything in one place (no need for multiple tools)

Easy To Follow Visual Sales Process

  • Clear pathway through the sales cycle

  • Guidance on correct actions & activities

Easy To Identify, Profile & Chart

  • Buyers and their roles in a sales process

  • Key contacts in an organization for account management

Easy to access

IOS & Android Mobile

Easy to use with current email system

MS Outlook

Easy to grab data off the web

Web Clipper
Google Forms

We will treat you like a customer even during your trial. You do the evaluating, we do the work.

This will be the easiest, most productive & least onerous trial you have ever taken. Experience Pipeliner CRM!

Request a Demo

What will be different about your Pipeliner CRM trial experience?

We will treat your trial just as we would a customer implementation. You will be amazed at the speed at which we get you up and running.

Our customer team will be hands-on with you. We will guide & help you and your users to truly experience using the system. We won’t leave you to figure it for yourselves as other vendors do.

You will work with the same people during the trial as you will when you become a customer.

So what will it be like to be an actual Pipeliner customer?

Our customer success team will work proactively with you to implement Pipeliner fully for your organization.

We will train your CRM administrator & end users to get up and running on the system quickly. Then we will continue to train them at intervals to continually improve their proficiency and drive adoption.

Our customer success team will always be available. They will work with you to establish goals for your implementation. And proactively engage with you to ensure milestones are met.

We have the perfect combination of people & technology. Top class technical support representatives ready to help whenever you need it. Context-sensitive help built right into the application. Plus a host of learning tools such as videos & guides.

To Maximize Revenue, You Need a Simple, Winning Formula:

Winning Formula Diagram


Visual Pipeline


Sales Stages
Buyer Actions
Seller Activities


Buying Center
Org Chart



Experience Pipeliner the Product & Pipeliner the People!

Experience Pipeliner CRM
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