Multiple Pipelines

Unleash Your Business Potential: Master Every Process with Pipeliner CRM’s Multiple Pipelines

Stop forcing diverse operations into a one-size-fits-all CRM. Pipeliner CRM empowers you to create, manage, and optimize every critical business process, from leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. to loyalty and beyond.

Your business isn’t linear. It’s a dynamic ecosystem of diverse processes – sales, service, implementation, HR, and more. Traditional CRMs often fall short, forcing you to shoehorn unique workflows into a generic sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process..

Pipeliner CRM’s Multiple Pipelines feature shatters these limitations, offering unparalleled flexibility and precision. It’s not just about managing sales; it’s about seamlessly integrating and optimizing every vital operation within 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.)..

Key Benefits You’ll Experience

• Tailored Efficiency: Design workflows that precisely match your unique processes, eliminating friction and maximizing productivity.
• Complete Visibility: Gain clear insights into every stage of every process, identifying bottlenecks and opportunities for improvement.
• Enhanced 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. Quality: Capture the right information at the right time with customizable forms, ensuring data integrity and informed decision-making.
• Seamless Automation: Automate routine tasks and enforce critical steps, freeing your teams to focus on high-value activities.
• Scalable Growth: Easily adapt and expand your CRM as your business evolves, adding new pipelines and processes with ease.

Dive Deeper into the Power of Multiple Pipelines

Beyond Sales: Diverse Process Management Pipeliner CRM goes beyond traditional sales. Track and optimize any process – pre-sales, post-sales, customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. service, project implementation, even new hire onboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team.. Create dedicated pipelines for Leads, Quotes, and Opportunities, ensuring every record follows its optimal path.

Customizable Forms, Unique Insights No two processes are alike, and neither should their data capture. Create unique forms for each pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process., ensuring you collect the exact information needed for success. Choose default fields and add unlimited custom fields, tailoring your CRM to your exact specifications.

Process Enforcement with Sales Action Fields Ensure data integrity and adherence to best practices. Sales Action fields guide users to complete essential information at precisely the right stage, preventing errors and ensuring smooth progression through your pipelines.

“Point & Click” Automation with Automatizer Automate intelligently and specifically. Our intuitive Automatizer tool allows you to configure pipeline-specific automations. Set up rules to archive overdue opportunities only in your “Direct SalesDirect Sales Direct Sales is the method of selling a product or service in a location other than the associated retail stores or offices, wherein the seller personally engages a prospect in a physical or face-to-face environment such as a home or a cafe.” pipeline, ensuring focused and efficient workflows.

Smart Health Checks: Opportunity & Lead Fitness Indicators Gain “state of the nation” insights into the health of your opportunities and leads. Apply fitness indicators to specific pipelines or even individual stages, defining “fit” versus “unfit” based on criteria relevant to that specific process.

Seamless Lead QualificationLead Qualification Lead Qualification is the process of determining whether a potential customer has the characteristics of your company’s ideal client (such as sufficient purchasing ability and a higher likelihood of buying your product). Flow When a lead qualifies, effortlessly direct it to the correct pipeline. Pipeliner CRM prompts users to select the appropriate workflow, ensuring new opportunities land exactly where they belong.

Intuitive UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Experience (UI) Switch between pipelines with ease! Both desktop and mobile users benefit from clear drop-down menus and horizontal tabs, allowing quick access to the specific pipeline they need to work in.

Streamlined Pipeline Creation Save time and maintain consistency. Copy existing pipeline configurations – including steps, documents, activities, and form fields – to quickly set up new processes without starting from scratch.