Sales Roles

Sales Process

Create the most consistent and effective way for your salespeople to move through a sales cycle.

2025-09-09T10:12:57+00:00

Sales Task Management

See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.

2025-10-13T07:16:09+00:00

Reporting

Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.

2025-09-09T10:23:29+00:00

Profiles

Pipeliner CRM Profiles let you create and save tailored views of your entire pipeline. Instantly apply custom filters, visuals, and targets with one click to eliminate noise and focus on what matters most.

2025-07-09T19:39:03+00:00

Pipeline View

Pipeliner's visual sales pipeline provides a crystal-clear, interactive view of your sales world. Drag and drop deals, instantly spot at-risk opportunities with visual cues, and track your targets in real-time.

2025-07-09T19:21:53+00:00

Additional Functionality

Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.

2024-04-04T10:18:27+00:00

Performance Management

Insights give a high-level metric-driven view of your teams' sales performance.

2025-09-09T11:00:24+00:00

Organization Chart

Pipeliner's interactive Org Chart gives you a visual blueprint of any company, revealing key decision-makers and hidden influencers. Build relationships with the right people to win deals faster.

2025-07-09T19:07:56+00:00