All Opportunities—Centralized

Pipeliner CRM provides a centralized environment for the management of all opportunities. Connected with each opportunity—and instantly visible—are all required tasks and activities, key decision makers and how they connect, competitors involved, and all other vital information. From this central location can be generated sales forecasts based on likelihood of closing, closing ratio of stage and salesperson, and much more.

History at a Glance

All history for every opportunity is instantly and visually available, including tasks and activities, communication, contracts, notes, files, and documents. Any analysis can include a full history of events.

Qualification and Analysis

In Pipeliner, tasks and activities can be defined for each sales stage. That means that all-important qualifying and potential customer analysis questions can be asked and answered—and qualification points can be checked—on a mandatory basis before an opportunity is moved along the process.

Best Practices

When it comes to selling—especially items as complex as financial instruments—best practices often change and evolve. Not only can best practices be enforced as mandatory tasks and activities in process steps, they can also be stored as documents in the process steps to which they apply, for ready reference.


Additionally, there are numerous compliance steps that banks and financial firms must take with respect to various prospects and clients. Having these put into CRM as mandatory tasks and activities mean that they’re never missed–and the chances are far less of your agents being in non-compliance with your own policies or regulatory requirements.

Marketing Collateral

Needed marketing collateral materials for making the exact right sales presentations can be stored in each stage of the process to which they apply. They can be retrieved with 1 click, with no searching around.

Visual Org Chart and Buying Center

Pipeliner’s unique Visual Org Chart and Buying Center allows salespeople to instantly see—and record—influencers and how they influence the sale.

Totally Visual Sales Management

Pipeliner CRM’s totally visual approach allows rapid and accurate analysis and proper management of all opportunities in the pipeline. Management points include conversion, closing ratio, average opportunity time in sales stages, probability of closing comparison of reps one to another, and many more—all visually and actionably presented.

Management can also constantly evaluate the effectiveness of processes, making any needed process adjustments on the fly.


Pipeliner’s visual approach extends to its extensive reporting and analytics—both in real time (for instant action) and on longer time periods.