Pipeliner CRM Mobile App

The most vital components of Pipeliner CRM—Anytime, Anywhere

Pipeliner CRM On The Go!

Today’s business environment can be called many things—but one of them could certainly be “mobile.”

This is especially true of sales. Salespeople by nature are getting out, reaching out to prospects, visiting them, looking them up at trade shows or conferences. They also might be seeing them on the golf course, at the club, or one of many other localities that have nothing to do with an office.

When such things occur, you’ll often need access to CRM. Pipeliner knows this, and for that reason provides a robust Mobile App for Pipeliner CRM.

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Pipeliner CRM Mobile

Pipeliner CRM Mobile App Features

The Pipeliner CRM Mobile App means you can access Pipeliner’s most vital functions from anywhere, using your iOS or Android Smartphone.

Pipeliner CRM Mobile –Sales Pipeline Management

Account Management

You’re sitting in the reception area of one of your clients, about to go into a meeting. You want to make sure you have all the facts and contact names of the accounts straight, so you quickly refresh your memory from Pipeliner mobile.

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Contact Management

You’re at a trade show and run into John Green, a contact who used to work at your client Jones and Company. He loved your product, but has moved to a company that doesn’t have it. You pull out your phone and update the his contact information with his new company—and make it a new lead, too!

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Lead Management

You’re doing a presentation at a client site. In the room are 3 people from different departments of the company, whom you have never met. You quickly realize that they could each be their own prospect for your product or service, so you enter them as leads from the same company.

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Opportunity Management

You’re visiting a prospect, Big Mountain Company. You’re about to have a meeting, and before you go in, you can review pertinent facts about the pending deal right on Pipeliner mobile.

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Activity Management

Coming out of an on-site client meeting, you access Pipeliner CRM Mobile App activity management to indicate your meeting is done—and see that you have an online presentation for another client in half an hour! You’d better get back to your desk so you can do that!

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Pipeliner CRM Mobile – Opportunity Management

Click on any of the features below to learn more about them.

AUTOMATIC SYNC

Mobile CRM App for IOS and Android – Automatic Sync

PROFILES

Mobile CRM App for IOS and Android – Profiles

FULL CUSTOMIZATION

Mobile CRM App for IOS and Android – Full Customization

MOBILE-SPECIFIC FEATURES

Mobile CRM App for IOS and Android – Mobile-Specific Features