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ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Support

„I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. To have great technology behind you that is going to do that as well as support from a very, very good team that is always available, you can rest assured that Pipeliner is going to be an excellent choice for you.“

Patrick Bauer, President, Amherst Brands

Pipeliner CRM

Click here to access Knowledge Base for Pipeliner CRM – the most advanced CRM on the market today!

Pipeliner CRM Mobile

Get help with Pipeliner’s CRM Mobile & leverage all the features that will help you sell on the go!

Pipeliner CRM Google Suite

Quick guide to getting Google & Pipeliner working together

Pipeliner CRM Microsoft Suite

Quick guide to getting Microsoft & Pipeliner working together

Additional Resources

Welcome to your Wingman!

Pipeliner support is not just about solving problems. It is also an opportunity for us to advise and educate our customers. This kind of collaboration between support and customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. is one way we deliver on our “Win Together” promise.

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OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team. & Beyond!

Pipeliner CRM is designed so that implementation and training happens faster than for most CRM solutions on the market today. Need help getting Pipeliner up and running?

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We're here to help you!

„When I came across an issue that I wasn’t able to handle, support was really fast. Support has been second to none.”

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Security

Pipeliner uses the latest secure socket layer (SSL) technology for the secure transmission of dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. on cloud server.

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Customized Integration

Expand your CRM Platform with Pipeliner CRM. We provide all necessary technical data free of charge for a customize integration.

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Developers

Developer or programmer interested in programming an app to interface with Pipeliner CRM, we offer tools with our API to empower you to do so.

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Browse Common Topics

Pipeliner CRM Onboarding

Pipeliner CRM onboarding is faster and at a fraction of cost of other CRM systems!
Choosing a CRM? One issue that might have the highest impact on your ROI are the onboaring costs of the CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. you choose.

Academy

Now You Can Easily Automate Those Routine & Repetitive Tasks!

Automatizer is our “Point & Click” automation tool designed to help you easily and graphically build your organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.).’s processes into Pipeliner. Automatizer allows you to streamline your workflows and empower your teams working with Pipeliner by automating repetitive tasks and communications.

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Navigating Pipeliner

How Pipeliner CRM navigation is extremely simple to understand and use. You can reach support at any time by clicking the help desk icon in the bottom right corner. This will take you to a live chat with one of our representatives for assistance while using our product. We recommend you first search for an article to find your answer, and then contact us if you are still having difficulty.

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Pipeliner CRM Contextual Help

How to Get Support Inside Pipeliner CRM

Please log in to your Pipeliner CRM app and click Help in the top menu navigation to enable contextual helps within the application. You can also submit a Support Ticket directly from the application Help menu.

Pipeliner CRM Online Training

Pipeliner CRM training academy — where management and sales teams can learn and improve valuable CRM skills to effectively manage the sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process..