Opportunity Fitness is a powerful Pipeliner CRM tool that uses AI (Voyager) and color-coding to assess deal health. It highlights overdue activities (Red), neglected deals (Yellow), and well-managed opportunities (Green), helping sales teams prioritize and managers coach effectively.
Pipeliner CRM Feeds: See every email, activity, and team message in one real-time stream. Gain 360° context on every deal and collaborate instantly. Stop searching, start selling.
Stop switching between apps. Pipeliner CRM and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.
Turn emails into intelligence. Pipeliner CRM tracks every open & click across single and mass emails. Optimize templates, filter leads by engagement, and drive sales with data-backed follow-ups.
Identify bottlenecks and spot stalled deals instantly. Pipeliner CRM’s Sales Velocity tools let you define your ideal pace, visualize momentum, and automate follow-ups to shorten your sales cycle and close more revenue.
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.
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.
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.
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.