Productivity

Opportunity Fitness

Pipeliner Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.

Opportunity Fitness2022-05-05T15:32:00+00:00

Feeds

View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them

Feeds2021-02-19T16:03:05+00:00

Web Clipper

Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner

Web Clipper2021-02-18T16:39:10+00:00

Custom Views

The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.

Custom Views2021-02-18T22:06:40+00:00

Mobile CRM

Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.

Mobile CRM2021-02-18T20:47:04+00:00

Guided Selling

Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

Guided Selling2021-02-18T22:08:13+00:00

Sales Process

Create the most consistent and effective way for your salespeople to move through a sales cycle.

Sales Process2021-02-18T22:11:19+00:00