Go beyond basic lists. Visualize your network with Org Charts & Relation Graphs, map influence, track every interaction, and automate workflows to build deeper connections and close more deals with Pipeliner CRM.
Pipeliner CRM's Archive feature cleans your CRM by moving inactive Accounts, Leads, and Opportunities out of active views. Preserve historical data, sharpen reports, and instantly reactivate old records.
Send personalized, trackable emails & automated sequences directly from Pipeliner. Seamlessly integrates with Microsoft 365 & Google Workspace for smart sales outreach.
Dynamic Target is a real-time sales performance tracker that uses 5 precision Target Types (Weighted, Ranked, Balanced) to show you exactly where you stand against your quota, right in your Pipeline View. Stop guessing and start hitting your goals.
Master key accounts with Pipeliner CRM's visual management suite. Get proactive Account Health scores, map complex relationships via Org Charts, and drive predictable revenue with measurable Account Plans.
Map out who influences B2B deals with Pipeliner CRM’s Buying Center. Identify decision-makers, assign custom roles, and visualize relationships to target outreach effectively, shorten sales cycles, and boost win rates.