Today’s Leads, Tomorrow’s Opportunities

Leads are the very foundation of sales and the most precious commodity a salesperson can have. Leads don’t come cheap, and for that reason we have made visual, intuitive lead management one of Pipeliner’s premier functions.

Entering the Pipeline

Leads can be entered into Pipeliner manually, imported through .CSV files, or automatically imported from web forms.

In Pipeliner CRM’s Pipeline View, leads have their own section, in which they can be readily seen, assigned and qualified. Leads can be taken by assigned reps, qualified and then moved along the pipeline (converted into opportunities), sent back to Marketing or Sales Development Reps (SDRs) for further nurturing, or archived. Leads are easily dragged and dropped within Pipeliner CRM.

Once the lead becomes an opportunity, it is scored and ranked according to its chances of closing. The lead-become-opportunity will then show up in every Pipeliner reporting and opportunity tracking function. It will remain plainly visible to the rep until it is a won or lost deal.

Any lead or opportunity that is archived will keep all its relevant data intact. If at any time the lead or opportunity comes back to life, it can be reactivated with a single click.

Moving Through the Pipeline

No two companies are alike—and the sales pipeline (sales process) for any company is unique to that company. The company will have worked out how a lead is qualified, and then how it becomes an opportunity and moves through the process until it is won.

We have made Pipeliner CRM extremely flexible so it can be tailored to a company’s exact processes. Sales stages can be easily customized, and then changed if needed.

When leads come into the pipeline and are qualified, they are then moved to the first sales stage. From that point forward, they follow the successful path of further qualification and sales activities that your company has laid out.

You can even make the various tasks and activities within lead and opportunity management required—that is, the lead or opportunity cannot be moved until certain steps are achieved.

Companies that excel at lead management generate 50% more sales-ready leads at a 33% lower cost.

Penton Marketing Services

Compact View

With this feature you can, at a glance, view the last time a prospect was touched, the sales opportunities that involve them, and activity from their running feed (latest internal messages, social CRM updates or emails)

List View

You can see your leads in a column/row format, customizable for your particular needs.

Feature Available In These Products & Plans
Pipeliner Cloud


Some Other Highlights:

Dynamic Target Feature keeps a constant visual check on your target progress and is capable of showing more than one KPI.

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

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.

Instantly and visually track changes made in CRM.

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

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