Features

Quick Guide to Navigating Pipeliner CRM

There are only a few basic concepts that you have learn that will make everything clear and straightforward and have you confidently moving around the app in no time.

2018-09-03T06:40:00+00:00

Task Board Explained

Visually track your tasks and identify which of them you should focus on.

2018-09-01T08:39:28+00:00

Sales Actions

You can define actions a salesperson needs to take within each pipeline stage - even mandate them if you like.

2018-09-01T08:39:55+00:00

Pipeliner Pivot Tables

See how you can use pivot table functionality right in the Pipeliner management reports!

2018-09-01T08:42:20+00:00

Org Chart & Buying Center

Quickly map out "who's who" in the company you are selling to and then identify which of them is going to influence each opportunity and how!

2018-09-01T08:42:46+00:00

Auto-Calculated Fields

See how you can use auto-calculated fields to display data like sales commission amount.

2018-09-01T08:43:14+00:00