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
Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.
August 16th, 2018
Opportunity Tracking
Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.
August 16th, 2018
Navigator Dashboard
Navigator Dashboard brings more focus and intelligence, allowing you to focus on what’s most important.
August 16th, 2018
Multiple Pipelines
Multiple pipelines let's you switch easily from one pipeline to another, using the same shared database.
August 16th, 2018
Archive
Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.
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.