A Framework for Success

We made Pipeliner CRM rapidly and precisely customizable to your sales organization and company. 

CRM Designed to Suit Your Needs

There is no one anywhere that could deliver you a CRM solution that could, right out of the box, immediately work in your company. Anyone who makes such a claim would also claim they can see your future in a crystal ball—which of course they cannot.

Since no two companies are alike, the best possible CRM solution is one that you could rapidly and exactly tailor to your sales operation and your company.

That’s exactly how we have, from the beginning, designed Pipeliner CRM.


Sales Units Management
Opportunity Form Management

A Framework

Pipeliner is, in fact, a rapidly adaptable framework for your sales operations. Some major elements of this framework:

  • Instantly tailor Pipeliner’s Sales Stages to exactly match your sales process.
  • If you have more than one process—for example for pre-sales and existing customers in addition to your regular sales process—Pipeliner allows multiple customizable Pipelines.
  • With Pipeliner, you design your own sales forms, rapidly and easily, with our Template Designer feature.
  • Within those forms, you can create user-defined Auto-Calculating Fields for your company’s specific functionality.
  • We have not tried to second-guess the various activity types—calls, meetings, webinars, etc.—that your sales force needs to engage in. Within Pipeliner you name them and order them.
  • We also don’t know what types of accounts you deal with, and allow you to name those as well so they can be properly organized and followed.
  • We have no way of knowing the reasons why a deal might be lost within your company—so we leave it to you to name your own “lost reasons.”
  • Every contact you have will have a different role in the buying process for your prospect or customer. We leave the naming of the “Sales Roles” (buyer, influencer, budget-holder, etc.) to you.
  • Customizing and tailoring your CRM to your company is made even more possible with our Dynamic Dropdowns feature. Create nested dropdown menus—for example, a user will click on a specific sales territory, and a dropdown menu of reps will only show reps for that territory.

These and many other rapidly customizable features make Pipeliner CRM the premier framework for your company’s success.