Sales Management

Forecasting

Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.

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Opportunity Fitness

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

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Revenue Recognition

Use Revenue Recognition to schedule revenue from an opportunity over different time periods.

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Guided Selling

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

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Sales Process

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

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Sales Task Management

See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.

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