February 18th, 2021
Guided Selling
Embed your sales playbook in Pipeliner CRM. Guided Selling turns your process into a dynamic checklist, ensuring every rep follows best practices, boosts velocity, and closes deals faster.
February 18th, 2021
Importing Leads
Pipeliner CRM's Intelligent Importer stops manual data entry. Import Leads & Opportunities fast. Auto-link to Accounts/Contacts, instantly deduping & validating data. Save templates for recurring lists. Maximize sales time, guarantee data accuracy.
August 17th, 2018
Template Designer
Automate workflows, craft personalized emails, and generate instant proposals. The Pipeliner CRM Template Designer streamlines your sales operations so you can focus on closing deals.
August 17th, 2018
Sales Process
Pipeliner CRM's Sales Process is your repeatable path to profit. Build custom pipelines, enforce crucial steps with checklists, and track deal velocity. Stop guessing and start closing with a crystal-clear sales roadmap.
August 16th, 2018
Sales Task Management
Stop losing deals to missed steps. Pipeliner CRM’s Sales Task Management gives you a visual command center to automate your sales workflow, guide every action, and close more business.
August 16th, 2018
Reporting
Pipeliner CRM's Reporting Engine, powered by Voyager AI, revolutionizes sales operations. Instantly create visual, flexible reports from any screen. Use the AI agent for effortless report generation and schedule automated delivery.
August 16th, 2018
Profiles
Stop scrolling and start selling. Pipeliner CRM Profiles let you build custom views, precise filters, and dynamic lists. Gain instant clarity and turn your data into a strategic advantage today.
August 16th, 2018
Product Catalog
Pipeliner CRM’s Custom Product Catalog: Precision pricing, complex configuration, and strategic Whitespace analysis to find hidden revenue. Simplify, accelerate, and grow.
August 16th, 2018
Pipeline View
Stop flying blind. The Pipeline View gives you a crystal-clear visual map of your sales process. Manage opportunities with drag-and-drop ease, spot stalled deals instantly, and crush your targets with total clarity.