Opportunity and Activity

Guided Selling

Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

Guided Selling2021-02-18T22:08:13+00:00

Sales Process

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

Sales Process2021-02-18T22:11:19+00:00

Sales Task Management

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

Sales Task Management2021-02-18T22:11:56+00:00

Pipeline View

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

Pipeline View2021-02-18T12:03:46+00:00

Opportunity Tracking

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

Opportunity Tracking2021-02-18T12:03:09+00:00

Navigator Dashboard

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

Navigator Dashboard2021-02-18T12:07:18+00:00

Archive

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

Archive2021-02-18T11:59:12+00:00

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.

Dynamic Target2021-02-18T11:58:53+00:00