Pipeliner CRM Template Designer: It Really Is Your CRM

No Customization…No Good

CRM which Suits Your Needs

A CRM solution is only as good as its flexibility -- it must be easily and rapidly customizable to a company’s specific needs. Otherwise, the company is having to adapt itself to the CRM system—a fast way for any tool to fall out of use and become an enormous waste of time and money.

This is also important for the data forms within the CRM software—no two companies are going to use the same fields, the same arrangement of fields, or even the same field names. That’s where the Pipeliner CRM Template Designer comes in.


Template Designer

Adapt on the Fly

With the Pipeliner Template Designer, you can pick a form design, easily drag and drop fields, set up columns, name and customize fields, and perform other necessary functions to make Pipeliner your company-specific CRM solution. It doesn’t require an admin or software engineer, either—anyone can do it.

With Pipeliner’s Dynamic Dropdowns feature, you can now 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.

Only you know how your forms should be set up to optimize user focus and require the least amount of data entry and retrieval time. We give you the tools to rapidly and easily accomplish that goal.

We also know that in business, nothing stays the same for long. Up the line you'll probably have the need to change or alter forms—and it will be just as easy as creating them in the first place.