Product Catalog
Pipeliner CRM Product Catalog lets you build accurate quotes in seconds and goes further, using the 'Whitespace View' to reveal what your customers should be buying. Stop guessing, start growing.
Pipeline View
Pipeliner's visual sales pipeline provides a crystal-clear, interactive view of your sales world. Drag and drop deals, instantly spot at-risk opportunities with visual cues, and track your targets in real-time.
Additional Functionality
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
Performance Management
Insights give a high-level metric-driven view of your teams' sales performance.
Organization Chart
Pipeliner's interactive Org Chart gives you a visual blueprint of any company, revealing key decision-makers and hidden influencers. Build relationships with the right people to win deals faster.
Opportunity Tracking
Pipeliner's Opportunity Tracking is your command center to map sales stages, track every activity, and get instant health checks on at-risk deals. Win with precision and confidence.
Navigator Dashboard
Pipeliner's Navigator Dashboard is your daily command center, bringing your critical tasks, targets, and data-driven suggestions into one intelligent view. Know your next move instantly and take control of your day.
Multiple Pipelines
Stop forcing diverse operations into a single sales pipeline. Pipeliner CRM lets you create and manage multiple, unique workflows for any business process—from pre-sales and support to HR. Tailor everything to drive peak efficiency.
Multiple Accounts
Pipeliner CRM’s Multiple Accounts feature allows you to assign 2 or more related companies under a parent account.