Administrators

Template Designer

Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required

By |2018-09-04T16:10:44+00:00August 17th, 2018|Comments Off on Template Designer

Sales Process Map

Create the most consistent and effective way for your salespeople to move through a sales cycle

By |2018-09-04T16:02:58+00:00August 17th, 2018|Comments Off on Sales Process Map

Sales Reports

Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.

By |2019-01-09T13:17:07+00:00August 16th, 2018|Comments Off on Sales Reports

Profiles

Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.

By |2018-09-04T15:51:01+00:00August 16th, 2018|Comments Off on Profiles

Built-in HELP

With Pipeliner Build-In Help feature in the software, Help screen about features appears with “Hot spots” embedded throughout.

By |2019-01-11T12:16:07+00:00August 16th, 2018|Comments Off on Built-in HELP

Archive

Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.

By |2018-09-04T14:49:30+00:00August 16th, 2018|Comments Off on Archive

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.

By |2018-09-12T07:13:40+00:00July 26th, 2018|Comments Off on Email Integration
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