Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
Create the most consistent and effective way for your salespeople to move through a sales cycle.
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.
Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.
Navigator Dashboard brings more focus and intelligence, allowing you to focus on what’s most important.
Multiple pipelines let's you switch easily from one pipeline to another, using the same shared database.
Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.
In Pipeliner CRM, the Dynamic Target is always visible, keeping the goal front of mind--with 5 different available target views--for any salesperson.