Sales Roles

Leads Management

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

2024-04-04T08:05:06+00:00

Dashboard

Graphical, colorful reports that deliver instant insights into how your business is performing.

2024-05-13T23:05:14+00:00

Contact Management

Contact Management. Our all-in-one Contact View is where you manage your biggest asset with less work than ever before.

2024-04-04T08:17:12+00:00

Embedded Help & Support

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

2024-04-04T10:18:46+00:00

Archive

Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.

2024-04-04T08:16:42+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.

2024-04-04T08:16:26+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.

2024-04-06T00:12:56+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.

2024-04-04T08:15:45+00:00