Go beyond basic contact lists. Understand every relationship, streamline every interaction, and drive success with Pipeliner CRM.
In today’s competitive landscape, your contacts are your most valuable asset. But simply having a list isn’t enough. You need to understand the dynamics of every relationship, track every interaction, and leverage insights to move deals forward. Pipeliner CRM’s Contact Management features are designed to do just that – empowering you to build deeper connections and achieve your sales goals.
Key Features & Benefits
Visualize Your Network with Precision: Contact Org Charts & Relation Graphs
- See the Whole Picture:Get a crystal-clear visual representation of every contact within an accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., including their team distribution and reporting lines. AssignAssign account roles to understand their impact and use a simple traffic light system to gauge relationship strength.
- Map Influence, Unlock Potential: Discover hidden connections and understand how contacts influence each other with our unique influence mapping feature (positive and negative indicators). Uncover key decision-makers and navigate complex organizational structures with ease.
- Beyond the Hierarchy: Whether they’re a manager, employee, or an independent individual with influence, easily add and manage all your contacts within the Org Chart.
- Network Intelligence at Your Fingertips: Leverage the Relation Graph to map intricate networks and relationships between all your contacts, providing an additional layer of crucial insights.
Effortless Contact Creation & Management
- Multiple Ways to Add Contacts: From scanning business cards at a trade show to importing from your phone’s address book or even prefilling dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. from your current location, Pipeliner makes adding new contacts seamless and quick.
- No More Duplicates: Our mobile app automatically checks for duplicates, ensuring a clean and accurate contact database.
- Always Up-to-Date: Easily update contact roles, managers, and organizational structures as your relationships evolve.
Centralized Document Management
- All Your Documents, One Place: Attach and manage all documents related to individual contacts, from contracts to presentations. Upload from local drives, URLs, or integrated services like Pandadoc, SharePoint, and Google Drive.
- Quick Access & Collaboration: View, download, and attach documents to outgoing emails directly from the contact record. Organize files with custom folder structures for easy retrieval.
Comprehensive Activity & Interaction Tracking
- Never Miss a Beat: The Feeds tab provides a complete overview of all interactions – past, present, and future activities, emails, and linked documents – giving you a 360-degree view of your relationship with each contact.
- Track Opportunities & Stakeholders: See all opportunities a contact is involved in and link contacts as stakeholders in Account Plans and Projects. Track specific tasks and appointments related to their involvement.
Actionable Insights & Automation
- Smarter Reporting: Schedule and send management reports directly to contacts, keeping everyone informed.
- Analyze Performance: Use Insights filters to analyze key performance metricsMetrics Metrics are quantities that are measured and used to: based on contact-related fields, helping you optimize your strategies.
- Automate for Efficiency: Leverage Automatizer, our point-and-click automation tool, to streamline workflows. Send targeted emails, like a whitepaper to an Opportunity’s Primary Contact, or perform bulk updates with ease.
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