One of the most powerful features of Pipeliner CRM is the ability for all users whether salespeople, sales managers, admins or executives to personalize their experience using the Profiles feature allowing you to personalize and customize the data you want to view. Never be overwhelmed by too much data again.
With the Dropbox for Pipeliner CRM integration, you not only have all your files — attached appropriately to any Lead, Contact, Account or Opportunity record — but also the ability to collaborate with your sales team on documents.
Erik explains that Pipeliner goes well beyond CRM. “It’s not just a sales tool—it can be used by operations as well. If you extend the sales process steps beyond the close of the deal and add on the next identified steps for operations, you have a tool that others can use as well to make sure everything is on track. So for us, it’s not just a sales tool —it also improves the structure and rigidity of the ops side.”
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.