Sales Roles

Navigator Dashboard

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

By |2018-09-04T15:13:22+00:00August 16th, 2018|Comments Off on Navigator Dashboard

Leads Management

Effectively manage and nurture your precious leads and transition them into the pipeline.

By |2018-09-04T15:02:00+00:00August 16th, 2018|Comments Off on Leads Management

Contact Management

Contact Management. Our all-in-one Contact View is where you manage your biggest asset with less work than ever before.

By |2018-09-07T19:01:59+00:00August 16th, 2018|Comments Off on Contact Management

Built-in HELP

With Pipeliner Build-In Help feature in the software, Help screen about features appears with “Hot spots” embedded throughout.

By |2019-01-11T12:16:07+00:00August 16th, 2018|Comments Off on Built-in HELP

Archive

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

By |2018-09-04T14:49:30+00:00August 16th, 2018|Comments Off on Archive

Email Integration

Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.

By |2018-09-12T07:13:40+00:00July 26th, 2018|Comments Off on Email Integration

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.

By |2018-09-04T14:41:56+00:00July 26th, 2018|Comments Off on Dynamic Target

Buying Center

Visual Relationship Mapping for business to business sales prospects and clients. View at a glance all groups and decision-makers who influence purchases.

By |2018-12-05T13:28:19+00:00July 25th, 2018|Comments Off on Buying Center
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