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.
Stop searching! Sales POP! (Purveyors of Prosperity) delivers expert sales articles, videos, and tools daily, directly inside Pipeliner CRM. Instantly sharpen your skills and stay ahead of the curve. Get your competitive edge now.
Stop guessing your future income. Pipeliner CRM's Revenue Recognition schedules opportunity and product revenue over time (monthly, quarterly, yearly), giving you unparalleled accuracy for forecasting and reporting.
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.
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.
Pipeliner CRM Automatizer is a no-code engine that automates repetitive sales tasks, eliminating manual data entry and ensuring timely follow-ups. Focus on selling, not on busywork.
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.