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. Video Playlists

We have grouped product videos into playlists to make it easy for you to find the information you need
Slashdot Leader Winter 2024
Front Runners 2022
Software Suggest Leader Winter 2023
Market Leader 2022
Leader SourceForge Winter 2024
Leader Winter 2023

Getting Started

Pipeliner End UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. - Getting Started

Pipeliner End User - Getting Started

Simple, step-by-step video tutorials to get you started as an End User

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Pipeliner End User - The Next Level

Pipeliner CRM End User - The Next Level

Learn about some of the more advanced features for End Users

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Pipeliner Admin/Manager - Getting Started

Pipeliner CRM Admin/Manager - Getting Started

Get started with basic admin and manager tasks

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Pipeliner Admin/Manager - The Next Level

Pipeliner CRM Admin/Manager - The Next Level

Learn how to use some of the more advanced Admin and/or Manager features

Pipeliner Email Setup - For All Users

Pipeliner CRM Email Setup - For All Users

Simple guide for every user of Pipeliner to integrate their email for optimum efficiency

Focus Areas

Email 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.

Email Marketing CRM feature

Learn how to setup email campaigns, sequences, templates & more

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Relationship Mapping

Pipeliner CRM Relationship Mapping

Our relationship mapping tools paint the most complete picture of your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s internal landscape

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Automatizer

Automatizer - CRM workflow automation

Learn how to automate workflows with the Automatizer tool

Reporting

Sales CRM Reporting

Learn how to use our advanced reporting capabilities

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Project Management

Pipeliner CRM Project Management feature

Learn how to use the embedded Project Management capabilities

Calling From Browser

Pipeliner CRM Calling From Browser

Learn how to set up calling right from your browser

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Additional Playlists

Pipeliner CRM Mobile

Pipeliner CRM Mobile CRM App

Learn how to use Pipeliner CRM Mobile – Selling on the go!

BI Feeder

Pipeliner CRM BI Feeder

Learn how to export 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. to your BI tool of choice

Product Webinar Replays

Pipeliner CRM Product Webinar Replays

Replays of in-depth webinars covering a variety of topics

Customer Testimonials

Pipeliner CRM Customer Testimonials

Video testimonials from some of our great customers!

Sales Methodologies

Pipeliner CRM Sales Methodologies

Learn about the different sales approaches and the fundamentals of each approach

Let Us Introduce You To Pipeliner CRM

We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales..

We will guide you through the product and present all the benefits.