August 17th, 2018
Template Designer
Template Designer is your command center to create reusable assets. Automate sales playbooks, build personalized emails, and generate perfect quotes in seconds. Sell smarter, not harder.
August 17th, 2018
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
August 16th, 2018
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
August 16th, 2018
Reporting
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
August 16th, 2018
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.
August 16th, 2018
Product Catalog
Pipeliner CRM Product Catalog lets you build accurate quotes in seconds and goes further, using the 'Whitespace View' to reveal what your customers should be buying. Stop guessing, start growing.
August 16th, 2018
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.
August 16th, 2018
Additional Functionality
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
August 16th, 2018
Performance Management
Insights give a high-level metric-driven view of your teams' sales performance.