Given how critical pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. management is to any business, Pipeliner CRM delivers the most flexible, visual, and comprehensive solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. available today.

Explore what makes our Pipeline Management different from other solutions

Multiple intuitive interfaces to work with Sales CRM

See things your way

Multiple intuitive interfaces let you work your way — whether you prefer sleek visualizations, map views, rich 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. tables, or a classic list view.

Customize the perfect workspace to match your unique style and workflow preferences. One size doesn’t fit all, so we’ve crafted an experience that flexes to your needs.

visual sales target

Always on Target

  • The intuitive visual Target shows real-time progress towards any goal, over any time period.

  • Plus, you can compare performance to past periods for immediate insights.

  • Our Target keeps your eyes on your goal at all times!

The sales team absolutely love Pipeliner. They’re in it every day, using it on multiple devices. It’s very easy to use. The integration with our different programs has made it so that they’ve bought into it.

Ernest F. Mariani logoChris Morey, IT Director, Ernest F. Mariani Co.
Know which sales stage needs attention to increase conversion rates

Instant intelligence

  • Stage statistics can Identify bottlenecks where opportunities get trapped, so you can unstick them and keep deals flowing smoothly.

  • At a glance, you’ll know which stages need attention to boost those conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. rates.

  • No more guesswork — just clear insights to focus on process improvements where they’ll make the biggest impact.

  • Optimize your pipeline and watch those closed-won numbers soar! It’s sales accelerationSales Acceleration Sales Acceleration is the act or practice of speeding up the sales process using tools and technologies that improve the productivity and efficiency of sales professionals. made simple.

↑ Setting up a sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. with steps & probabilities› Pipeliner CRM Academy

Smart sales buying center - find the decision makers or influencers.

Who’s Who

  • Pipeliner CRM Smart Buying Center lets you visually track all the players involved in a deal — inside and outside the company.

  • Easily add consultants or other external influencers, then assign roles like “Budget Holder“, “Decision MakerDecision Maker Decision Maker in the context of sales, is a person who possesses the required expertise and authority in making purchase decisions.“, “Influencer” or “Naysayer“.

  • At a glance, you’ll understand the intricate web surrounding each opportunity.

  • No more guesswork on who really calls the shots.

The clarity of data and how easily visible it is has made a huge difference in our process. It’s much easier to target key opportunities, instead of trying to sort through tables and tables of data. The visual representation was probably the biggest selling point for Pipeliner as far as I was concerned.

Headworks International logoImran Jaferey, Vice President—Global Sales, Headworks International

↑ The Buying Center › Pipeliner CRM Academy

Buying Center - find the purchase decision makers and influencers
Document Management system in Sales CRM

Always on the same page

  • Never again dig through folders or panic over using an outdated file. Our intuitive document management system is the central library for all the latest resources.

  • Everything needed is just a click away — sales collateral, contracts, you name it.

  • Simply attach files to emails straight from the integrated document hub.

  • Best of all, rest easy knowing everyone is working with the current and approved versions.

  • No more version chaos or wasted time. Just seamless access to the materials that move deals forward.

↑ Pipeliner CRM Document Management

Automation for repetitive sales tasks in pipeline management

Unrivalled Automation

  • Our automation powerhouse handles repetitive tasks, so your team can focus on what they do best — selling.

  • From leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. routing to email cadences, opportunity updates and more, just set it and forget it. The system works tirelessly behind the scenes to streamline your processes.

  • But here’s the real game-changer: any userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. can create their own personal automations with just a few clicks. Tailor workflows to your unique needs and soar to new levels of productivity.

  • Sell smarter, not harder. Automation is the not-so-secret weapon for teams wanting to spend more time closing deals and less time on tedious chores.

↑ How-to Tutorial › Pipeliner CRM Academy

Sales steps in pipeline management


  • With our intuitive “Sales Steps“, you’ll command a consistent, replicable process for closing more deals. Whether you follow “SPIN“, “Challenger“, or your own proprietary methodology, you can bake it right into Pipeliner.

  • Sales Steps act as your team’s guiding framework, embedding best practices into every rep’s workflow. From discovery to negotiationNegotiation Negotiation is a strategic dialogue, discussion, or bargaining process between two or more parties with the goal of reaching a mutually acceptable agreement., presentation to close, each stage is clearly mapped out with relevant tasks and resources.

  • Sales Steps also ensure total adherence across your entire team.

  • That means scalable growth, faster 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., and the confidence of a unified selling process.

Power Panel - infinite customization, filtering, and sorting capabilities

Super Power Panel

  • Pipeliner CRM’s unique “Power Panel” delivers infinite customization, filtering, and sorting capabilities — slice and dice your data exactly how you want to see it. These visualizations update in real-time as your data changes.

  • From vibrant charts and graphs to rich data tables, Power Panel gives you an instant visual pulse on any metric that matters. Identify trends, spot risks, and uncover opportunities.

  • These visualizations deliver powerful insights in the most intuitive way possible.

  • Unlock the full potential of your information and make smarter decisions, faster.

↑ Power Panel › Customize What You see in a CRM

Pipeline management instant overview

Instant Overview

  • Need quick context on an opportunity? Just hover over it with your mouse for a complete, at-a-glance summary.

  • This convenient feature keeps you laser-focused and fully informed, without disrupting your workflow. No more getting lost in the weeds or forgetting where you left off.

  • Whether you’re prepping for a call, scanning your forecast, or just need a quick refresh, opportunity summaries make it easy to stay aligned and take action.
    It’s the ultimate efficiency boost for busy sellers.

Unique expert insights from Pipeliner CRM’s educational resource Sales POP!

Customers love Pipeliner CRM

Its features and functionality make it a great CRM at a great price point. Catherine Austill • Advisor • Graphic Partners
A top CRM that has all the features and flexibility you can possibly need and still is easy to learn, administer, configure and use. Hanneke Gieles • Business Development • Prowareness WeOn Groep BV
It is the best CRM on the market today, don't be fooled by big box or free products. Margye Sullivan • VP • Envision2BWell Inc.
I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. Patrick Bauer • CEO • Amherst Brands
Test it. Keep it. Use it. Love it. Jens Leonhaeuser • Owner • Steilpass
One of my favorite parts as a sales managerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. is using Pipeliner CRM to run sales campaigns that drive our team to have fun and use the system in a way that drives sales. Luke Wittenbraker • Sales & MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. DIrector • Mactech
I have used other CRM's and this has to be the most user-friendly program I have ever used. Denise Schmidt • Sales OperationsSales Operations Sales Operations is a collection of aligned business processes, strategic implementations and other activities aimed at achieving organizational goals, specially in the areas of sales revenue, market coverage and growth. • First Tactical
With simple training and general intuition this CRM blows many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it. Eduardo Pinzon • Director of Operations • Crestcom