A manufacturer has many individuals and entities that must be fully supported by CRM. These include sales, marketing, customer service and support and operations, among many others.

For example, CRM should allow users to track consumer demand levels, manage shipping schedules at a glance, and visually follow a smooth transition from completed sale to service. Through CRM, manufacturers should be able to deal directly with distributors so there is a totally coordinated sales and distribution effort.

As we are seeing, Industry 4.0 is coming to the fore across the entire manufacturing landscape. This new paradigm mandates ever-increasing data sharing across company boundaries.

The CRM solution must be simple enough that it can be readily grasped and understood by all concerned—yet powerful and accurate enough that the data it provides is as reliable as possible. This tends to leave behind many traditional CRM applications, which leaned toward being highly complex and hard to follow, even for those that had been trained on them.


Because of Pipeliner’s intuitive, visual layout, it is easily grasped by any user. This is evident in the fact that it can be onboarded within a company in a fraction of time of other CRM applications.

From the pipeline view—the front of the application—to the visual approaches for tasks and opportunities, Pipeliner is easily understood. Pipeliner’s instant intelligence, visualized is seen and felt throughout the application.

If for some reason something is not understood, Pipeliner’s unique Help can be accessed from any Pipeliner screen, so that specific help can be obtained for that particular function.

For the manufacturing industry, there is almost always more than one process—and Pipeliner provides as many processes as are needed for an organization, all supported from a single database.

Pipeliner is also instantly customized for each type of user, so that they only see data relevant to their positions.