August 16th, 2018
Organization Chart
Stop guessing! Pipeliner CRM's Organization Chart gives you a visual blueprint of any account, mapping decision-makers, hidden influencers, and the fastest path to 'Yes.'
August 16th, 2018
Opportunity Tracking
Pipeliner CRM’s Opportunity Tracking is your Deal Command Center. Get a 360-degree view of every deal, forecast revenue accurately, and use Opportunity Fitness to instantly check deal health. Stop guessing, start winning.
August 16th, 2018
Navigator Dashboard
Stop juggling tabs. Pipeliner CRM's Navigator Dashboard is your Sales Command Center, consolidating all data, tasks, and intelligent suggestions into one actionable view for absolute clarity every morning.
August 16th, 2018
Multiple Pipelines
Multiple Pipelines: Tailor every workflow. Get custom forms, enforced steps, and specific automation for sales, support, and implementation.
August 16th, 2018
Leads Management
Stop losing leads! Pipeliner CRM automates lead capture, qualification, and conversion. Design unlimited custom processes to ensure every inquiry follows an optimized path to sale.
August 16th, 2018
Dashboard
Turn data into action. Pipeliner CRM Dashboards provide customizable, real-time views of sales performance and trends. Drill down instantly to update records and drive results.
August 16th, 2018
Contact Management
Go beyond basic lists. Visualize your network with Org Charts & Relation Graphs, map influence, track every interaction, and automate workflows to build deeper connections and close more deals with Pipeliner CRM.
August 16th, 2018
Embedded Help & Support
Pipeliner CRM features multiple ways to help and support you while learning and using the product.
August 16th, 2018
Archive
Pipeliner CRM's Archive feature cleans your CRM by moving inactive Accounts, Leads, and Opportunities out of active views. Preserve historical data, sharpen reports, and instantly reactivate old records.