Pipeliner CRM Lead Management Enables Efficient Prospecting & Better Qualification
Why is Lead Management Important?
Proactive Lead management delivers better-qualified leads…
…better early qualification means less fallout from the pipeline later

Companies that nurture leads generate 50% more sales at 33% lower costs

Lead Qualification Requires Its Own Defined Process
With Pipeliner CRM Lead Management › You can build unlimited lead processes, such as for…
Inbound Leads
Outbound Leads
Partner Leads
Distributor Leads
Product-specific Leads

Unique Lead Management Capabilities…
with more options than any other CRM such as….
Unlimited lead process steps
Leads move based on activity*
Use the Automatizer to drive lead management workflow efficiency
Leverage integrations & other functions of the system within the lead process
*when the seller takes a particular action the lead can move forward or back based on the response
Lead Forms
For any step in a lead process, you can add customized forms. An example would be when a new hot lead comes in support can be notified to be ready to engage at any moment. You could have another form for lost leads so that all the information relevant to that lead can be saved and analyzed.
Leads come from a variety of sources so you can build a form for each, such as:
Website Leads
Email campaign leads
Event leads
Partner leads
Focus from the Outset!
Proactive Lead Management Allows Marketing &
Sales To Laser Focus From The Moment A Lead Is Generated

Pipeliner, though its instant dynamic visualization, carries that focus through opportunity management and allows the closing of a higher percentage of opportunities.
Pipeliner makes moving through the lead to close process consistent, logical & focused.
Most companies use disconnected applications to solve issues that you can solve within Pipeliner CRM.
The lack of integrated tools makes it difficult to create the right process steps at the right time. Pipeliner solves these issues for everyone by bringing every vital input into one system.


Pipeliner is the only CRM that gives you the functionality for –
“Instant dynamic visualization combined with collaborative lead management!”