From first contact to final handshake, Pipeliner CRM’s Opportunity Tracking provides a 360-degree view of every deal in your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.. Stop guessing and start winning with precision, foresight, and confidence.

Map Your Path to “Won”

Every deal has a journey. With Pipeliner, you define the path. Seamlessly convert qualified leads into opportunities and guide them through your unique sales stages using our intuitive visual interface. Link every opportunity to key accountsKey Accounts Key Accounts are whale spenders or VIP customers prioritized by sales reps and customer success; churn from these clients would be a detrimental loss to the company’s revenue. and contacts to create a unified record of every interaction. Mark deals as Won or Lost with a single click, and gain invaluable insights from lost-deal reasons to sharpen your strategy for the next win.

Track Every Move, Seize Every Moment

Deals are won in the details. Log every call, email, and meeting as it happens. Our powerful activity tracking builds a rich, chronological history for each opportunity, so your entire team knows exactly where you stand. Delegate tasks, add detailed notes (even with your voice on mobile!), and access a complete feed of interactions from anywhere, at any time.

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Forecast with Unprecedented Accuracy

Move beyond single-point estimates. With our RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Recognition tools, you can accurately forecast revenue from multi-year contracts or recurring service agreements over months, quarters, or years. Understand your actual cash flow and make smarter financial decisions based on a precise picture of your future earnings.

Know the Health of Your Pipeline, Instantly

Is a promising deal at risk of stalling? Pipeliner’s unique Opportunity Fitness gives you an instant, at-a-glance health check. Customizable indicators monitor everything from overdue follow-ups to decreases in deal value, flagging potential issues before they can derail your success. Proactively turn “At Risk” deals into “Looking Good” with actionable insights.

Look Back to Leap Forward

Learn from your history to shape your future. Our powerful Historical Reporting lets you compare pipeline snapshots over time. Answer critical questions like, “How have our deal values changed this quarterQuarter Quarter is a three-month period in a company’s fiscal year commonly used to make comparative performance analyses, detect or forecast business trends, report earnings, and pay shareholder dividends. compared to last?” and visualize your sales flow with dynamic charts. Turn your historical 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. into a powerful engine for growth.

Ready to take command of your pipeline?

Some Other Highlights:

Target Multiple KPIs

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.

Fully Integrated Mapping for CRM which includes Google Maps Integration, utilizing street address, city, and more.

Instantly and visually track changes made in CRM.

Make specific notes about a conversation, an accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., an opportunity or a contact.

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Pipeline Setup Multiple Pipelines
Buying Center
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Account Compact View

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Frequently Asked Questions (FAQs)

Opportunity Tracking in Pipeliner CRM is your central “Deal Command Center.” It provides a dynamic, 360-degree view of every potential sale (opportunity) from initial contact to the final “Won” or “Lost” status. It enhances 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. by enabling you to define your unique sales journey, track every interaction, accurately forecast revenue, and instantly monitor the health of your deals, ensuring you never lose sight of a critical step or risk a deal stalling.

Pipeliner goes beyond basic 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. with powerful Revenue Recognition tools. This feature allows you to accurately project revenue from multi-year contracts or recurring service agreements by distributing the income over the specific months, quarters, or years it will be realized. This provides a more precise picture of your future cash flow for smarter financial decisions.

Opportunity Fitness is Pipeliner’s unique, at-a-glance health check for every deal in your pipeline. It uses customizable indicators to monitor critical factors like overdue activities, recent lack of contact, or decreases in deal value. By proactively flagging a promising deal as “At Risk,” it provides your team with immediate, actionable insights, allowing them to intervene and stabilize the deal before it can be derailed.

Yes. The Pipeliner platform is designed to be highly intuitive and visual. You can seamlessly map your path to “Won” by defining and customizing your unique sales stages. This allows you to guide opportunities through a process that perfectly reflects your internal methodology, ensuring consistency and clear expectations across your entire sales team.

The Historical Reporting feature in Pipeliner allows you to look back at past pipeline snapshots. You can analyze how your pipeline has evolved, compare deal values, velocity, and 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. rates across different time periods (e.g., this quarter vs. last), and visualize your sales flow with dynamic charts. This analysis turns your past performance into a powerful engine for future strategic growth.

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