Pipeliner CRM

Pipeliner is the only CRM that allows you to create an extremely flexible productProduct Product 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. list—one in which you can attach products to different pipelines and product lines.

CRM product lists within Pipeliner CRM

Product Lists

Once you’ve created categories, you can then organize the products you have in your system.

Products can, of course, be assigned descriptions and SKU numbers. Plus, Pipeliner allows you to easily import and export products from your lists. This can also be done over APIs.

The most important point for you to consider is that products can then be correlated with the different pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. processes to which they apply. A product may apply to all pipelines, or perhaps only to one specific pipeline. It can also happen (and often does) that different company divisions have separate product lines.


Product categories examples in Pipeliner CRM

You need to create product categories into which all of your products fall.

Different categories for products

Pipeliner allows you to create these different categories, making products easier to find.

Price Lists

Once you have your products categorized and listed, you can then create price lists.
A price list can be created and edited at any time…

For each product, you can customize forms and fields for flexibility…

 Products categorized and listed, you can then create price lists

Additional Resources

Continue on your Pipeliner Feature Concepts journey…