In the modern B2BB2B B2B is an acronym for Business-to-Business, a model for selling, relationship-building, or engagement. landscape, business knows no borders. Yet, for many organizations, managing global sales and accurate financial 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. across different currencies remains a significant challenge, creating friction, errors, and wasted time.

Pipeliner CRM’s powerful Currencies feature is not just a utility; it’s a strategic tool engineered to give your 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.). a competitive edge in international markets. We transform complex currency management into a seamless, automated process, allowing your sales, finance, and leadership teams to operate with total confidence and clarity.

Price lists feature edit view

Unlocking Unprecedented Accuracy and Clarity

Benefit 1: The Single Source of Truth for Financial Performance

Every successful global company needs a unified metric to measure actual performance. Pipeliner CRM delivers this through the Base Currency functionality.

  • The Advantage: Regardless of how many different currencies your deals are closed in, Pipeliner CRM instantly and dynamically converts every single value—from target goals and pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. steps to every opportunity amount—into your defined Base Currency.
  • The Impact: Sales leaders and executives gain a real-time, undistorted view of the entire business. There’s no more guessing or waiting for manual consolidation. Your forecasts, reports, and target values consistently reflect an apples-to-apples comparison, enabling smarter, faster, and more confident strategic decisions.

Benefit 2: Flawless Historical Data Integrity

A critical challenge with currency management is maintaining the accuracy of closed deals, especially when exchange rates fluctuate.

  • The Advantage: Pipeliner CRM’s system is designed to lock in the precise exchange rate that was valid on the day a sale was closed. This ensures that past opportunities maintain their historical value. When you update your Exchange Rate Lists for the present, the integrity of your past data is preserved.
  • The Impact: Financial reporting, sales audits, and historical trend analysis are always reliable. You avoid the common pitfalls of data decay that can plague systems that rely solely on current rates, giving your finance department peace of mind and your leadership team dependable metricsMetrics Metrics  are quantities that are measured and used to: for growth planning.
CRM view of currencies feature

Empowering the Global Sales Professional

Benefit 3: Personalized Views for Maximum UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Adoption

Your international sales team shouldn’t have to do math to understand their pipeline constantly. Pipeliner CRM prioritizes the user experience.

  • The Advantage: Each user can set their preferred default currency. This personalized setting overrides the system’s base currency, converting all displayed values—from their dashboard to opportunity lists—into the currency they understand best. Furthermore, they can choose their display style: Converted Value, Record Value (the original currency), or a combination of both (e.g., £10,000 ($12,500). They can further refine their display by choosing to see Currency Symbols (e.g., $) or Currency Codes (e.g., USD). This simple but powerful option eliminates confusion when dealing with multiple currencies that share the same symbol.
  • The Impact: Salespeople are more efficient, confident, and engaged when they see relevant figures in their local context. This significantly enhances user adoption of the CRM and reduces errors resulting from confusion or manual calculation mistakes.

 Benefit 4: Ironclad Financial Planning with Locked-in Forecast & Target Currencies

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. and setting global targets demand precision. Pipeliner CRM allows you to define the financial scope of any planning period from the start.

  • The Advantage: When creating a Forecast or setting a Sales Target, the administrator or creator can explicitly select the currency for that specific goal. Every deal, 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., and performance metric tied to that plan is then instantly and reliably converted to the chosen currency for the life of the target or forecast. Once set, this currency is locked in for unwavering data integrity.
  • The Impact: Financial controllers and sales leaders maintain complete control over their planning environment. This feature eliminates the ambiguity of shifting currencies in long-term goals, providing a stable, singular unit of measure for tracking progress and ensuring that your strategic planning remains entirely consistent and accountable.

Benefit 5: Dynamic Reporting and Filter Precision

While the Base Currency provides the executive “Single Source of Truth,” Pipeliner ensures every team member can perform deep, localized analysis.

  • The Advantage: Users can select the preferred currency for any individual report—separate from the system’s Base Currency or their personal Default Currency—allowing for instant, ad-hoc analysis in a regionally relevant context. Report data can display both the original “Record Value” and a dedicated “Converted” value field, giving analysts the whole picture. Furthermore, the system enables users to set the currency for any multi-currency field used in filters, ensuring precise, targeted data segmentationSegmentation Segmentation is the process of subdividing a large market into distinct partitions (or segments) based on demographics and other factors, with the aim of formulating and implementing separate strategies to better engage the consumers in each segment..
  • The Impact: This level of granularity empowers analysts and regional managers to segment and interpret data with unmatched flexibility. They can run a dozen reports, each in a different currency, without altering the system-wide settings, yielding highly customized, accurate insights and more effective global sales strategies.

Beyond Finance: Versatility for Any Business

Benefit 6: Eliminating Pricing Errors at the Source

The complexity of 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. pricing across various geographies is a significant source of sales friction and error.

  • The Advantage: Pipeliner CRM’s Price Lists fully support multi-currency. You can define the price of a product in every enabled currency. When a user adds a product to an Opportunity, the system automatically retrieves the price in the Opportunity’s selected currency.
  • The Impact: Sales reps save time and eliminate pricing mistakes, ensuring every quote is accurate from the start. This allows them to focus on negotiating the discountDiscount Discount means a promotional reduction in the cost of a product or service, commonly deployed to speed up sales. and closing the deal, rather than wrestling with currency conversions, leading to faster deal cycles and improved profit margins.

Benefit 7: Tracking Any Value, Not Just Money

Pipeliner CRM recognizes that not all forecasting is monetary. Some businesses track volume, weight, time, or other metrics.

  • The Advantage: You can select “XXX (No Currency)” as your base unit and relabel the relevant fields to reflect what you are tracking, such as changing “Forecast Value” to “Forecast (in Tonnes)” or “Opportunity Value” to “Opportunity (in Hours).”
  • The Impact: The Currencies feature transforms into a flexible, multi-purpose tracking system, making Pipeliner CRM a powerful fit for non-monetary sales environments, such as logistics, manufacturing, or service-based businesses, thereby extending the value of your CRM investment.

Pipeliner CRM’s Currencies feature is the foundation for a truly global, efficient, and data-driven sales organization.

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Frequently Asked Questions (FAQs)

The primary benefit is the elimination of manual currency conversions. Pipeliner CRM automatically handles all conversions—from opportunity values to reports—which ensures your data is always accurate, up-to-date, and streamlines the 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. for global teams.

Pipeliner CRM uses a Base Currency, which serves as a single, consistent metric for your entire organization. All values, forecasts, and reports are instantly converted to this Base Currency, providing you with a clear, holistic understanding of your business performance regardless of the original transaction currency.

Yes. The feature allows you to set a default currency for each user. This means your team members can view all data in their local display currency, which provides a personalized experience, making it easier for them to manage their pipelines and communicate with local clients without changing the underlying data.

No. Pipeliner CRM offers flexibility beyond finances. You can set your base currency to “No Currency” and customize the field labels to track non-monetary values such as “tonnes,” “units,” or “hours,” adapting the feature to your specific business needs.

Pipeliner CRM uses dynamic exchange rate management. This ensures that historical data remains accurate by using the rate from the time the transaction was recorded, while new opportunities use the most current rates. This precision is critical for reliable forecasting and accurate financial reporting.

The Base Currency is your company’s official, system-wide currency for executive-level financial consolidation and reporting—your single source of truth. A user’s Default Currency is a personalized setting that converts all values (like their pipeline or dashboards) into the currency they understand best, boosting user adoption and clarity. The Report Currency is a flexible, on-the-fly selection that allows a user to run any specific report in any enabled currency for deep, localized analysis without affecting the Base Currency or other users.

Pipeliner CRM preserves your data integrity by implementing a rate lock. The exact exchange rate valid on the day an Opportunity is set to ‘Closed-Won’ is permanently locked in for that record. This means that even if you update your current Exchange Rate Lists a year later, your historical reports and audits will always reflect the accurate monetary value as of the closing date, providing reliable metrics for long-term growth planning.

Yes, absolutely. Pipeliner CRM’s Price Lists are fully multi-currency enabled. You can define the price of a product in every currency you support. When a sales rep creates an opportunity and selects the appropriate currency, the system automatically pulls the correct, pre-defined price, virtually eliminating manual pricing errors and ensuring immediate quoting accuracy.

Yes, the feature is highly versatile! You can select “XXX (No Currency)” as your base unit and relabel the relevant fields (e.g., changing “Forecast Value” to “Forecast (in Tonnes)”). This allows you to leverage the powerful conversion, reporting, and tracking capabilities of the Currencies feature for non-monetary metrics such as volume, weight, time, or hours, thereby extending the value of Pipeliner CRM to logistics, manufacturing, and service-based industries.

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