Opportunity and Activity Management Features

Opportunity management is fundamental to CRM. And Pipeliner CRM has made opportunity management visual and intuitive. From its powerful Navigator feature, which brings focus and clarity to opportunity management, to the Pipeliner View, which instantly shows where opportunities are in the pipeline stages, Pipeliner makes opportunity management fast, efficient and truly effective .

Opportunities are managed through a sales process which is displayed inside Pipeliner CRM . And within each individual sales stage, activities and tasks can be defined to move an opportunity to the next stage — this allows for realtime Activity Management. These activities and tasks are clearly laid out, and made easy to follow. These steps to bring a sale through a particular sales stage can even be made mandatory so that nothing is missed.

Pipeliner CRM Opportunity Management

Check out Pipeliner’s powerful features for Opportunity and Activity Management.

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