Template Designer
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required
Sales Process Map
Create the most consistent and effective way for your salespeople to move through a sales cycle
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
Sales Reports
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Profiles
Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.
Pipeline View
Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.
Pipeliner CRM Functionality
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
Performance Management
Totally visual, intuitive sales performance management for your sales teams and sales units
Organization Chart
Map out the company hierarchy in your accounts with our Smart Organization Chart.
Opportunity Tracking
Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.