Currencies

In today’s global marketplace, your sales team needs the flexibility to work with different currencies without the hassle of manual conversions. Pipeliner CRM’s Currencies feature is designed to eliminate currency-related friction, so your team can focus on what they do best: selling.

Whether you’re managing a small international team or a large multinational corporation, our powerful multi-currency capabilities streamline your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology., provide accurate reporting, and give you a clear, real-time view of your business, no matter where your customers are.

Key Benefits That Drive Your Business Forward

• Eliminate Manual Conversions: Say goodbye to spreadsheets and complex formulas. Pipeliner CRM automatically handles all currency conversions, from opportunity values to reports, ensuring your 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. is always accurate and up to date.
• Gain a Unified View of Your Business: Our base currency gives you a single, consistent metric for your entire organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.).. All values, forecasts, and reports are instantly converted to this base currency, giving you a clear, holistic understanding of your business performance.
• Empower International Teams: With the ability to set a default currency for each userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service., your team can view all data in their local currency. This personalized experience makes it easier for them to manage their pipelines and communicate with local clients, all without changing the underlying data.
• Ensure Accurate Reporting and ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors.: Our dynamic exchange rate management ensures that your historical data remains accurate, while new opportunities use the most current rates. This precision is critical for reliable forecasting and accurate financial reporting.
• Flexibility Beyond Finances: Don’t just track money. Pipeliner CRM’s flexible currency feature allows you to track non-monetary values like “tonnes,” “units,” or “hours.” Simply set your base currency to “No Currency” and customize the field labels to fit your specific business needs.

How Pipeliner CRM Puts You in Control

Our Currencies feature is more than just a conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. tool—it’s a comprehensive solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. that integrates seamlessly with your entire CRM workflow.

• Price Lists: Create and manage productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. prices in multiple currencies. When your team adds a product to an opportunity, the correct currency and price are automatically applied, saving time and preventing errors.
• User-Level Customization: Give your team the power to choose how they see the data. Users can select their preferred display currency and choose between viewing the converted value, the record value (original currency), or both.
• Flexible Reporting: Generate reports and filters in any enabled currency. This allows you to analyze performance from different perspectives, whether you’re viewing a global report in your base currency or a regional report in a local currency.