In today’s competitive sales environment, having instant access to accurate, detailed product information — integrated directly into your sales pipeline — is no longer a luxury; it’s a necessity. Pipeliner CRM’s Custom Products and Services Catalog transforms how your sales team manages products, pricing, and opportunities, empowering smarter decisions and faster deal closures.
In the fast-paced world of sales, every minute counts. [...]
Pipeliner CRM transforms the way you interact with your data through two powerful innovations: Intelligent Global Search and the Power Panel.
Pipeliner CRM solves this with Unlimited Custom Fields and advanced Lookup Functionality. We don’t just let you store data; we let you map the dynamic relationships that actually drive your business forward.
Pipeliner CRM solves the challenge of "Data Overload" with Multiple Form Views. This feature lets you move beyond the static "one-size-fits-all" record layout and create dynamic, role-specific interfaces that adapt to your specific tasks.
Pipeliner CRM’s Email Domain Restrictions feature solves this by acting as an intelligent gatekeeper between your email provider (like Office 365 or Exchange) and your pipeline.
Transform your pipeline into a dynamic, mandatory sales playbook. Pipeliner CRM’s Step Activities ensure every rep follows the optimal path, accelerating deal velocity, and guaranteeing sales process consistency.
Automate high-stakes decisions with Pipeliner CRM Approvals. Use conditional logic, lock records for compliance, and accelerate sign-offs with instant notifications & automatic expiration rules.
Manage your pipeline, contacts, and opportunities with Pipeliner CRM Mobile for iOS/Android. Access KPIs, scan business cards, log activities, and sync data instantly—even offline. Close deals anywhere.