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.
we’re the only CRM that allows you to connect multiple contacts to multiple Accounts.

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.

Screenshots

List View
Org Chart

Some Other Highlights:

Filter

Filter options allow you to filter and view tasks, contacts, accounts, leads and opportunities based on any field.

Entering email, contact or URL will immediately start an online search for publicly available information, such as address, title, social media and more.

Bulk Update makes global changes to your CRM data—no need for making individual changes to accounts.

Documents needed for sales are never more than 1 click away.

Make specific notes about a conversation, an account, an opportunity or a contact.

Fully Integrated Mapping for CRM which includes Google Maps Integration, utilizing street address, city, and more.

Instantly and visually track changes made in CRM.

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Contact Management in Pipeliner CRM: FAQs

Pipeliner CRM goes beyond basic lists with Contact Org Charts and Relation Graphs. The Org Chart gives you a crystal-clear visual of every contact within an account, including reporting lines and team distribution. You can assign account roles, use a traffic light system to gauge relationship strength, and use Influence Mapping (with positive/negative indicators) to understand how contacts influence each other, helping you uncover key decision-makers. The Relation Graph further maps intricate networks and relationships between all your contacts for additional insights.

Yes. Pipeliner CRM helps ensure a clean and accurate database, particularly with its mobile functionality. The Pipeliner CRM mobile app automatically checks for duplicates when you add new contacts, such as when scanning a business card or importing from your phone’s address book.

You get a 360-degree view of your relationship with each contact:

  • Document Management: You can attach and manage all related documents (contracts, presentations, etc.) directly within the contact record, uploading from local drives, URLs, or integrated services like Google Drive and SharePoint. You can even organize them with custom folder structures.
  • Activity Tracking: The Feeds tab provides a complete overview of all interactions, including past, present, and future activities, emails, and linked documents.
  • StakeholderStakeholder Stakeholder is an entity with an interest in a company, process, or product, and which is typically concerned about its wellbeing. Tracking: You can see all opportunities a contact is involved in and link them as stakeholders in Account Plans and Projects, tracking specific tasks related to their involvement.

You can leverage Automatizer, Pipeliner CRM’s point-and-click automation tool, to streamline workflows and increase efficiency. This allows you to perform actions such as sending targeted emails (e.g., sending a whitepaper to an Opportunity’s Primary Contact) or executing bulk updates with ease, saving time and ensuring timely follow-up.

Learn More About Pipeliner CRM

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