Sales Professionals

Feeds

View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them

Feeds2021-02-19T16:03:05+00:00

Web Clipper

Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner

Web Clipper2021-02-18T16:39:10+00:00

Custom Views

The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.

Custom Views2021-02-18T22:06:40+00:00

Sales POP!

Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.

Sales POP!2021-02-18T11:55:26+00:00

Microsoft

Microsoft and Pipeliner CRM work together in multiple ways seamlessly.

Microsoft2021-02-18T11:55:11+00:00

Google

Google and Pipeliner CRM work together in multiple ways seamlessly.

Google2021-02-18T11:54:56+00:00

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 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