Sales Roles

Reporting

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

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Profiles

Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.

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Pipeline View

Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.

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Additional Functionality

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

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Organization Chart

Map out the company hierarchy in your accounts with our Smart Organization Chart.

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Opportunity Tracking

Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.

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Navigator Dashboard

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

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