Powerful, Visual Sales Activity Management

A single sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers. is often made up of many emails, calls, texts, meetings, and tasks, and when you have a lot of opportunities in progress, it can become quite overwhelming to track all of the activities involved.

For that reason, Pipeliner CRM brings its powerful visual functionality to task and activity management—streamlining and making the most out of a salesperson’s precious time. With our visual approach, salespeople are always informed of what to do next and can update task statuses, comment, and collaborate all in one place.

Activities are Dynamic

As with many other Pipeliner CRM features, all types of sales activities—including tasks and events—are fully customizable with a broad variety of custom fields and forms.

You can also create unassigned activities—tasks waiting to be done. This functionality is especially useful when connecting activities with third-party tools. For example, you can connect a Zendesk support ticket to a task in Pipeliner CRM and inform your customer successCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue. manager about the issue or issues your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. is faced with. Any update of the Zendesk ticket is reflected immediately in the Pipeliner CRM task status.

Central Sales Activity Management

  • Drag & Drop Activities Task Board visually displays your daily tasks, which are integrated with emails, social interactions and reminders
  • Shareable Tasks and Activities make the progress of an entire team transparent, making managing and delegating tasks simple and efficient
  • Task Management Filter gives you the option to search and filter your tasks and opportunities easily
  • Activity 1:ANY allows you to attach the same activity to multiple accounts, one or more opportunities, or anywhere it applies.
  • Invite other users as well as contacts to appointments, and track any email as an activity.

Automatic Task Creation

Pipeliner also saves time through automatic task creation as you move an opportunity into the next sales pipeline stage. When an opportunity is moved to a new stage, a pre-defined list of tasks is suggested to the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.. The user can accept, edit, or reject the tasks.

You can also make tasks or activities mandatory so that they must be completed before an opportunity is moved forward.

Additionally, Pipeliner assists productivity by

  • Making it possible to create and set recurring tasks
  • Ability to set a default duration for appointments
  • Making it possible to check the time zone of prospect or customer when setting an appointment

Sales tasks and activities are made totally manageable by salespeople and sales management alike through Pipeliner’s instant intelligence, visualized.

Feature Available In These Products & Plans
Pipeliner Cloud
StarterBusinessEnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.Unlimited

Some Other Highlights:

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

Documents needed for sales are never more than 1 click away.

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.

Share this page

Try all features free for 14 days

No Credit Card or Obligation Required