Why Pipeliner CRM?

Our Solutions... to your Challenges

Outlook Add-in & Gmail Add-in

Keep working in Outlook or Gmail and still access and/or create Pipeliner contacts, accounts, leads, opportunities, tasks and appointments.

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SOLUTION

Pipeliner CRM makes it possible to work in email... without switching back and forth between email and CRM.

You get to maximize the tools you already use — no switching between systems, no diruption.

Working in Email

CHALLENGE

"Our salespeople work mostly in their email."

Gmail and Outlook add-in
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It provides your salespeople with complete picture of their book of business.

Visual CRM

Sales Adoption

CHALLENGE

"We need to track and manage sales but CRM is too difficult, salespeople won't use it."

SOLUTION

Pipeliner CRM: Instant, Intelligence, Visualized.

The brain processes images 60,000 times faster than it does text. The majority of salespeople are visual by nature, so they learn the Pipeliner CRM system fast. This makes for unparalleled adoption rates.

Plus... the data is accurate because they are working in the system every day, and they actually enjoy using Pipeliner CRM. You get Increased visibility, efficiency, productivity... and sales. 

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Onboarding & Implementation

CHALLENGE

"But CRM takes too long to implement/adopt and requires a lot of support."

SOLUTION

Pipeliner's intuitive interface and self-guided learning system.

Pipeliner is the only CRM that has context-sensitive help built right in the product. Plus a fast-to-learn, highly intuitive interface with uniform navigation across multiple screens (learn once, use always). Which means Pipeliner receives 60-70% less support tickets than other CRMs.

This all means minimal business disruption, fast adoption, no support issues and rapid ROI. 

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Intuitive Interface
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Intuitive, keeps me on track of all my accounts like never before.

Entering Data

Entering Data

CHALLENGE

What about leads and getting data into the system?

SOLUTION

Pipeliner's free tools and seamless integration.

You can eliminate a great deal of manual data entry, making for more accurate data and much happier salespeople. 

Pipeliner CRM Web Clipper

Capture leads from websites directly into Pipeliner CRM.
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Google Docs

Painlessly add leads, opportunities, accounts or contacts to Pipeliner, directly from your company's Google forms. 
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Pipeliner is a fresh new way to look at the traditional sales pipeline.

Sign up for your free trial

No credit card required.

Administration

CHALLENGE

"CRM admins are really expensive... and what if they leave?

SOLUTION

Pipeliner CRM does not require a full-time admin.

Pipeliner CRM admins spend an average of only 3-4 hrs per month on administration. It only take 5 hours for administrative training, so adding or replacing part-time admins is easy.

This saves companies over $100k in dedicated admin costs, and removes the stress of being reliant on one, all-powerful, full-time admin. 

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Administration
Mobile App

Mobile App

CHALLENGE

Our salespeople are always on the move & sometimes only have access to their smartphones.

SOLUTION

Pipeliner CRM Mobile App available on IOS & Android.

Pipeliner Mobile CRM is the same Instant Intelligence, Visualized—nothing to learn, easy to use. Users can call Pipeliner CRM contacts immediately from their smartphones. Voice to text saves them from data entry. Works seamlessly with the Pipeliner CRM desktop app.

You get highly productive, efficient salespeople—always operating with up-to-the-minute information. 

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