Having your finger on what is happening with your sales organization and being able to act on that intelligence is critical to successful sales management.
Instantly see how many opportunities you have in each stage with ALL-IN-ONE Pipeline view. Move them easily by Drag and drop in real time.
Your business is unique to you and as so is how you probably want to use your CRM, so let’s look at how we provide you with extensive customization options.
Connect Sales Activities with Sales Actions so that you would benefit from best of both.
Checkboxes that allow you to stay focused. Set up criteria that should be met before moving the opportunity to the next stage.
Learn how simple it is to make Bulk Updates to your records.
You can always have your eye on the right sales velocity with Pipeliner's customizable, visual Sales Velocity functionality.
This document is important. But I have other pressing tasks. Where can I put it so it is easy to come back to and easy to find?
Acces your contact or account from opportunity or activity attached to it, or just go for Accounts and Contacts or vice versa.