Opportunity and Activity

Sales Process Map

Create the most consistent and effective way for your salespeople to move through a sales cycle

By |2018-09-04T16:02:58+00:00August 17th, 2018|Comments Off on Sales Process Map

Sales Task Management

See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.

By |2018-09-12T06:54:42+00:00August 16th, 2018|Comments Off on Sales Task Management

Pipeline View

Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.

By |2018-09-04T15:43:41+00:00August 16th, 2018|Comments Off on Pipeline View

Opportunity Tracking

Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.

By |2018-12-11T13:24:33+00:00August 16th, 2018|Comments Off on Opportunity Tracking

Navigator Dashboard

Navigator Dashboard brings more focus and intelligence, allowing you to focus on what’s most important.

By |2018-09-04T15:13:22+00:00August 16th, 2018|Comments Off on Navigator Dashboard

Archive

Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.

By |2018-09-04T14:49:30+00:00August 16th, 2018|Comments Off on Archive

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.

By |2018-09-04T14:41:56+00:00July 26th, 2018|Comments Off on Dynamic Target
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