Reporting
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
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.
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.
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.
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
Insights give a high-level metric-driven view of your teams' sales performance.
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.
Pipeliner's Opportunity Tracking is your command center to map sales stages, track every activity, and get instant health checks on at-risk deals. Win with precision and confidence.
Pipeliner's Navigator Dashboard is your daily command center, bringing your critical tasks, targets, and data-driven suggestions into one intelligent view. Know your next move instantly and take control of your day.