Whether you have paper invoices or other vital pieces of information, you can use your phone’s camera to scan documents to a Pipeliner record. This is an extremely efficient and easy way to organize all of your documents for safekeeping.
After scanning a document, it will create a PDF file and attach it to a record.
We are here to help you through these tough times and support you in moving forward with your CRM initiatives - talk to us about how you can pay only a small nominal monthly fee for the first 3 months of a new contract.
››››CustomerCustomerCustomer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s Voice
Chris Wigan, Vice President of Sales and Partnerships, Collaboro, says, “Before Pipeliner, we didn’t have an efficient sales processSales ProcessSales 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.—we were using a combination of Excel and Insightly. Since using Pipeliner, we’ve been able to increase transparency within the team and can now see what the sales, marketingMarketingMarketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. and customer successCustomer SuccessCustomer 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 are working on.”
— Chris Wigan, Vice President of Sales and Partnerships, Collaboro
A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solutionSolutionSolution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. possible. He is dedicated to helping salespeople and sales leaders to be more efficient, productive and ultimately, more successful.
Let Us Introduce You To Pipeliner CRM
We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenueRevenueRevenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.. We will guide you through the productProductProduct refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. and present all the benefits.