Leads Management
Effectively manage and nurture your precious leads and transition them into the pipeline.
Integrations
Connect your entire sales ecosystem with Pipeliner CRM. Seamlessly integrate the tools you already love, like Office 365 and Google Workspace, to break down data silos, automate workflows, and create a single source of truth.
Dashboard
Gain a real-time command center for your sales data. Pipeliner CRM's fully customizable dashboards give you an at-a-glance overview of your most critical metrics. Track performance, identify trends, and drill down to act instantly.
Contact Management
Go beyond basic contact lists. With Pipeliner CRM, you can visualize org charts and map influence to find key decision-makers. Understand every relationship and track all interactions to forge stronger connections and win more deals.
Embedded Help & Support
Pipeliner CRM features multiple ways to help and support you while learning and using the product.
Archive
Is your CRM cluttered with inactive accounts and old leads? Pipeliner CRM Archive feature cleans your active workspace by intelligently setting records aside, not deleting them. Keep your team focused and your insights sharp.
Email Integration
Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.
Dynamic Target
In Pipeliner CRM, the Dynamic Target is always visible, keeping the goal front of mind--with 5 different available target views--for any salesperson.
Account Management
Master your most valuable accounts with Pipeliner CRM. Gain at-a-glance insights, map organizational charts, and strategically plan for growth to prevent customer loss and uncover new revenue opportunities.