Sales Roles

Leads Management

Effectively manage and nurture your precious leads and transition them into the pipeline.

2024-09-30T10:09:51+00:00

Dashboard

Gain a real-time command center for your sales data. Pipeliner CRM's fully customizable dashboards give you an at-a-glance overview of your most critical metrics. Track performance, identify trends, and drill down to act instantly.

2025-07-09T16:16:36+00:00

Contact Management

Go beyond basic contact lists. With Pipeliner CRM, you can visualize org charts and map influence to find key decision-makers. Understand every relationship and track all interactions to forge stronger connections and win more deals.

2025-07-09T16:11:21+00:00

Embedded Help & Support

Pipeliner CRM features multiple ways to help and support you while learning and using the product.

2024-09-30T10:09:26+00:00

Archive

Is your CRM cluttered with inactive accounts and old leads? Pipeliner CRM Archive feature cleans your active workspace by intelligently setting records aside, not deleting them. Keep your team focused and your insights sharp.

2025-07-09T15:31:10+00:00

Email Integration

Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.

2024-09-30T10:09:15+00:00

Dynamic Target

In Pipeliner CRM, the Dynamic Target is always visible, keeping the goal front of mind--with 5 different available target views--for any salesperson.

2024-09-30T13:05:26+00:00

Buying Center

Visual Relationship Mapping for business to business sales prospects and clients. View at a glance all groups and decision-makers who influence purchases.

2025-06-04T07:48:09+00:00