February 18th, 2021
Microsoft
Stop switching between apps. Pipeliner CRM and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.
February 18th, 2021
Guided Selling
Embed your sales playbook in Pipeliner CRM. Guided Selling turns your process into a dynamic checklist, ensuring every rep follows best practices, boosts velocity, and closes deals faster.
August 16th, 2018
Sales Task Management
Stop losing deals to missed steps. Pipeliner CRM’s Sales Task Management gives you a visual command center to automate your sales workflow, guide every action, and close more business.
August 16th, 2018
Pipeline View
Stop flying blind. The Pipeline View gives you a crystal-clear visual map of your sales process. Manage opportunities with drag-and-drop ease, spot stalled deals instantly, and crush your targets with total clarity.
August 16th, 2018
Performance Management
Stop guessing! Pipeliner CRM Performance Management delivers unmatched, real-time insights to optimize your pipeline. Boost accountability, identify bottlenecks, and unlock revenue potential with data-driven sales leadership.
August 16th, 2018
Organization Chart
Stop guessing! Pipeliner CRM's Organization Chart gives you a visual blueprint of any account, mapping decision-makers, hidden influencers, and the fastest path to 'Yes.'
August 16th, 2018
Opportunity Tracking
Pipeliner CRM’s Opportunity Tracking is your Deal Command Center. Get a 360-degree view of every deal, forecast revenue accurately, and use Opportunity Fitness to instantly check deal health. Stop guessing, start winning.
August 16th, 2018
Navigator Dashboard
Stop juggling tabs. Pipeliner CRM's Navigator Dashboard is your Sales Command Center, consolidating all data, tasks, and intelligent suggestions into one actionable view for absolute clarity every morning.
August 16th, 2018
Leads Management
Stop losing leads! Pipeliner CRM automates lead capture, qualification, and conversion. Design unlimited custom processes to ensure every inquiry follows an optimized path to sale.