Pipeliner CRM Features
Everything you need to sell successfully!
No-code workflow automation engine
Visual Relationship Mapping for business to business sales prospects and clients. View at a glance all groups and decision-makers who influence purchases.
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Create the most consistent and effective way for your salespeople to move through a sales cycle.
Pipeliner presents numerous different views for accounts management: Compact View, Pipeline View, Bubble Chart View, Card View, and List View.
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.
Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category
Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)
Mass update Leads and Opportunities by changing them in bulk.
Contact Management. Our all-in-one Contact View is where you manage your biggest asset with less work than ever before.
Enable multiple currencies in Pipeliner CRM
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
Graphical, colorful reports that deliver instant insights into how your business is performing.
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 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.
Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.
Pipeliner CRM features multiple ways to help and support you while learning and using the product.
View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them
Pipeliner offers the most comprehensive field and form customization.
Google and Pipeliner CRM work together in multiple ways seamlessly.
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
Import your Leads (with or without Accounts and Contacts) using our drag & drop wizard
Use your favorite tools along with Pipeliner CRM – we integrate with dozens of popular apps!
Effectively manage and nurture your precious leads and transition them into the pipeline.
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.
Pipeliner CRM’s Multiple Accounts feature allows you to assign 2 or more related companies under a parent account.
Multiple pipelines let's you switch easily from one pipeline to another, using the same shared database.
Navigator Dashboard brings more focus and intelligence, allowing you to focus on what’s most important.
Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.
Map out the company hierarchy in your accounts with our Smart Organization Chart.
Insights give a high-level metric-driven view of your teams' sales performance.
Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.
Add your full product catalog—with products, services, pricing and discounts—right to CRM.
Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
Instantly see which Opportunities are moving at the right speed through your sales process
Gain more insights into customers and prospects with social feeds, visual org charts and buyer maps.
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required
CRM User Access and Permissions management has never been easier.
Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner