Pipeliner CRM Mobile App—Opportunity Management Anytime, Anywhere

Opportunity Management for Mobile CRM App

Opportunity Management

Manage opportunities anytime, anywhere with Pipeliner CRM mobile app.

Custom Fields

A custom field defined in the desktop will appear in mobile CRM as well.

Opportunity management is practically synonymous with sales itself—for what else is a salesperson doing than managing opportunities, and moving them along through the pipeline stages to closes?

Since a salesperson is often away from the office, their Smartphone may be their only connection with CRM, and the opportunity data they need to view and update. Pipeliner CRM’s Mobile App brings Pipeliner’s robust opportunity management features right to your iOS or Android Smartphone.

Within the Pipeline View you can see all opportunities at a glance. For instant reference, you can label opportunities so that priorities are instantly viewed:

Focus — this is a top priority lead or opportunity that should be worked right away

Hot — this is a hot lead or opportunity that should be worked as buyer is very active

Stalled — The opportunity is stuck from the buyer point of view.

Pipeliner Sales KPIs (Key Performance Indicators) Dashboard means that everyone on the sales team can easily see and interpret the data, right on mobile devices, to make better, more informed decisions.

For any opportunity, you can utilize Pipeliner CRM Quick-Views--an informative toolbar showing you the most important information regarding an opportunity. Simply force touch or long press on the opportunity you would like data on.

When an account or contact's physical address have been entered in Pipeliner's account or contact form, their address will automatically be mapped in the mobile version--in other words, right there on your mobile device. Look no further. Especially handy when out of town and visiting a city you're not familiar with.

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.  

Once the meeting is concluded, you can immediately enter updated information about Big Mountain’s current opportunity.

Then you’re waiting in the airport after your successful client visit, and receive an email that your deal with another prospect, Wild Colonial, has closed! You can enter that fact into their opportunity data in Pipeline mobile so that your manager will see it.

 

 

You must have a current trial or subscription for Pipeliner CRM to use Pipeliner Mobile CRM. If you don’t currently have a trial or subscription sign up here

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