Quotes
Quote with precision. Pipeliner CRM’s Quotes feature streamlines proposal management, controls revisions, and instantly syncs winning products to your Opportunity, accelerating deal closure and ensuring data accuracy.

Quote with precision. Pipeliner CRM’s Quotes feature streamlines proposal management, controls revisions, and instantly syncs winning products to your Opportunity, accelerating deal closure and ensuring data accuracy.
Pipeliner CRM Insights: Stop guessing, start growing. Transform raw CRM data into actionable sales intelligence to eliminate bottlenecks.
Pipeliner CRM Geolocation: See your pipeline geographically. Prioritize high-value deals & optimize sales routes with our visual CRM heat map.
Pipeliner CRM Custom Dashboards deliver dynamic, real-time sales intelligence. Stop guessing. Build personalized views, drill down to actionable data, and use running totals to drive instant, informed decisions.
Pipeliner Business Units: Segment data by team/region for security & custom workflows. Specialized sales cycles, unified control. Scale smart!
Transform event connections into actionable CRM records. The Pipeliner CRM Business Card Scanner boosts field productivity and data quality.
Master your sales process with precise activity tracking. AI-powered Fitness scores highlight neglected deals. Close more, faster.
Accounts Relations: Visualize complex company connections (like partners & suppliers) with the Relation Graph. Gain strategic account intelligence.
Unlock your Pipeliner data. Effortlessly export leads, accounts, and reports to CSV/XLSX for seamless integration and powerful offline analysis.