Featured
Automatizer
No-code workflow automation engine
Buying Center
Visual Relationship Mapping for business to business sales prospects and clients. View at a glance all groups and decision-makers who influence purchases.
Document Management
Forecasting
Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.
Lead Management
Opportunity Fitness
Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.
Reporting
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
Account Management
Master your most valuable accounts with Pipeliner CRM. Gain at-a-glance insights, map organizational charts, and strategically plan for growth to prevent customer loss and uncover new revenue opportunities.
Additional Functionality
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
Archive
Is your CRM cluttered with inactive accounts and old leads? Pipeliner CRM Archive feature cleans your active workspace by intelligently setting records aside, not deleting them. Keep your team focused and your insights sharp.
Audit
Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category
BI Feeder
Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)
Bulk Operations
Mass update Leads and Opportunities by changing them in bulk.
Contact Management
Go beyond basic contact lists. With Pipeliner CRM, you can visualize org charts and map influence to find key decision-makers. Understand every relationship and track all interactions to forge stronger connections and win more deals.
Currencies
Enable multiple currencies in Pipeliner CRM
Custom Views
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
Dashboard
Gain a real-time command center for your sales data. Pipeliner CRM's fully customizable dashboards give you an at-a-glance overview of your most critical metrics. Track performance, identify trends, and drill down to act instantly.
Dynamic Target
In Pipeliner CRM, the Dynamic Target is always visible, keeping the goal front of mind--with 5 different available target views--for any salesperson.
Email Integration
Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.
Email Tracking
Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.
Embedded Help & Support
Pipeliner CRM features multiple ways to help and support you while learning and using the product.
Feeds
View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them
Fields and Forms
Pipeliner offers the most comprehensive field and form customization.
Google and Pipeliner CRM work together in multiple ways seamlessly.
Guided Selling
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
Importing Leads
Import your Leads (with or without Accounts and Contacts) using our drag & drop wizard
Integrations
Connect your entire sales ecosystem with Pipeliner CRM. Seamlessly integrate the tools you already love, like Office 365 and Google Workspace, to break down data silos, automate workflows, and create a single source of truth.
Leads Management
Effectively manage and nurture your precious leads and transition them into the pipeline.
Microsoft
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
Mobile CRM
Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.
Multiple Accounts
Pipeliner CRM’s Multiple Accounts feature allows you to assign 2 or more related companies under a parent account.
Multiple Pipelines
Stop forcing diverse operations into a single sales pipeline. Pipeliner CRM lets you create and manage multiple, unique workflows for any business process—from pre-sales and support to HR. Tailor everything to drive peak efficiency.
Navigator Dashboard
Pipeliner's Navigator Dashboard is your daily command center, bringing your critical tasks, targets, and data-driven suggestions into one intelligent view. Know your next move instantly and take control of your day.
Opportunity Tracking
Pipeliner's Opportunity Tracking is your command center to map sales stages, track every activity, and get instant health checks on at-risk deals. Win with precision and confidence.
Organization Chart
Pipeliner's interactive Org Chart gives you a visual blueprint of any company, revealing key decision-makers and hidden influencers. Build relationships with the right people to win deals faster.
Performance Management
Insights give a high-level metric-driven view of your teams' sales performance.
Pipeline View
Pipeliner's visual sales pipeline provides a crystal-clear, interactive view of your sales world. Drag and drop deals, instantly spot at-risk opportunities with visual cues, and track your targets in real-time.
Product Catalog
Pipeliner CRM Product Catalog lets you build accurate quotes in seconds and goes further, using the 'Whitespace View' to reveal what your customers should be buying. Stop guessing, start growing.
Profiles
Pipeliner CRM Profiles let you create and save tailored views of your entire pipeline. Instantly apply custom filters, visuals, and targets with one click to eliminate noise and focus on what matters most.
Revenue Recognition
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
Sales POP!
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
Sales Velocity
Pipeliner CRM's Sales Velocity lets you define the ideal pace for your sales cycle. Get instant alerts on overdue opportunities, pinpoint hidden bottlenecks, and systematically shorten your path to "Closed-Won."
Social Selling
Gain more insights into customers and prospects with social feeds, visual org charts and buyer maps.
Template Designer
Template Designer is your command center to create reusable assets. Automate sales playbooks, build personalized emails, and generate perfect quotes in seconds. Sell smarter, not harder.
User Access Permissions
CRM User Access and Permissions management has never been easier.
Web Clipper
Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
This ebook is on the subject of “Win Together.” It falls under the same context as“win-to-win” described in my book Network Selling: Guarantee Success for the Digital Age. Today, this aspect of sales is more important than ever, and must also be part and parcel of CRM solutions.
“For some years I’ve been saying that, as a society, we’re in the midst of a transformation. Given what’s happened in the last couple of years, there’s no one left who is disagreeing with me! It’s become very obvious.”
Nikolaus Kimla, CEO at Pipelinersales, Inc.
A common term in sales today is EQ, which stands for “emotional I.Q.” It means the skill a salesperson has in reading emotions and utilizing them in sales. It means empathy and a number of other abilities. The short version is, it’s an I.Q. when it comes to emotions. But just as with our Network Selling model, E.Q. isn’t just for sales, either. It’s actually the missing factor in human interactions, for confrontation—a common “tool” in human interactions—doesn’t actually handle anything.
“You can have everything in life you want if you will just help enough other people get what they want.”
Zig Ziglar