Embedded Help & Support
Pipeliner CRM features multiple ways to help and support you while learning and using the product.
Pipeliner CRM features multiple ways to help and support you while learning and using the product.
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.
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.
In Pipeliner CRM, the Dynamic Target is always visible, keeping the goal front of mind--with 5 different available target views--for any salesperson.
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.
Visual Relationship Mapping for business to business sales prospects and clients. View at a glance all groups and decision-makers who influence purchases.