February 18th, 2021
Guided Selling
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
August 17th, 2018
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
August 16th, 2018
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
August 16th, 2018
Pipeline View
Pipeliner's visual sales pipeline provides a crystal-clear, interactive view of your sales world. Drag and drop deals, instantly spot at-risk opportunities with visual cues, and track your targets in real-time.
August 16th, 2018
Opportunity Tracking
Pipeliner's Opportunity Tracking is your command center to map sales stages, track every activity, and get instant health checks on at-risk deals. Win with precision and confidence.
August 16th, 2018
Navigator Dashboard
Pipeliner's Navigator Dashboard is your daily command center, bringing your critical tasks, targets, and data-driven suggestions into one intelligent view. Know your next move instantly and take control of your day.
August 16th, 2018
Multiple Pipelines
Stop forcing diverse operations into a single sales pipeline. Pipeliner CRM lets you create and manage multiple, unique workflows for any business process—from pre-sales and support to HR. Tailor everything to drive peak efficiency.
August 16th, 2018
Archive
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.
July 26th, 2018
Dynamic Target
In Pipeliner CRM, the Dynamic Target is always visible, keeping the goal front of mind--with 5 different available target views--for any salesperson.