Template Designer
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required
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.
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.
Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
Totally visual, intuitive sales performance management for your sales teams and sales units
Map out the company hierarchy in your accounts with our Smart Organization Chart.
Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.