CRM User Access and Permissions management has never been easier.
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required
Gain more insights into customers and prospects with social feeds, visual org charts and buyer maps.
Instantly see which Opportunities are moving at the right speed through your sales process
Create the most consistent and effective way for your salespeople to move through a sales cycle
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.
Add your full product catalog—with products, services, pricing and discounts—right to CRM.
Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
Totally visual, intuitive sales performance management for your sales teams and sales units
Map out the company hierarchy in your accounts with our Smart Organization Chart.
Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.
Navigator Dashboard brings more focus and intelligence, allowing you to focus on what’s most important.
Multiple pipelines let's you switch easily from one pipeline to another, using the same shared database.
Pipeliner CRM’s Multiple Accounts feature allows you to assign 2 or more related companies under a parent account.
Effectively manage and nurture your precious leads and transition them into the pipeline.
Full CRM online and offline capabilities means you can access and use CRM anytime, anywhere. The full CRM application is always available.
Contact Management. Our all-in-one Contact View is where you manage your biggest asset with less work than ever before.
With Pipeliner Build-In Help feature in the software, Help screen about features appears with “Hot spots” embedded throughout.
Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.
Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.
In Pipeliner CRM, the Dynamic Target is always visible, keeping the goal front of mind--with 5 different available target views--for any salesperson.
Pipeliner presents numerous different views for accounts management: Compact View, Pipeline View, Bubble Chart View, Card View, and List View.
Visual Relationship Mapping for business to business sales prospects and clients. View at a glance all groups and decision-makers who influence purchases.