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.
Chris Wigan, Vice President of Sales and Partnerships, Collaboro, says, “Before Pipeliner, we didn’t have an efficient sales process—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, marketing and customer success 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 solution 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 revenue. We will guide you through the product and present all the benefits.