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.

Managing Opportunity (Commercial Banking)

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.

MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. 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 pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.. Management points include conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller., 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.

AnalyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance).

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