What is it all about?
Pipeliner is a fresh take on CRM. We use unique, insight-driven visual interfaces to drive sales processes, resulting in better performance.
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Who is it for?
Key Features
A visual but uncluttered map of your sales pipeline. This is up to date, real-time data, immediately focusing you on the tasks that can make a difference. -Simply drag and drop to move opportunities and leads from one stage to another -Complete pipeline visibility leads to powerful insights -A reporting Dashboard made for humans -Sales methodology is baked in and encourages team productivity -Sales workflow empowers salespeople to act independently The Contact Record. Pipeliner Sales CRM Software makes it easy to manage customer relationships across any organization. Track an unlimited number of interactions, documents, and customer data from initial contact through to satisfied customer -- all from one comprehensive account view. -1-to-Many-With-Any Architecture associates one Contact to Multiple Accounts, providing context for your complex interconnected business relationships, as they evolve. -See everything you need in one place—full interaction history and activity details. -View social footprints of any contact, account, or opportunity—add value to the conversation! -Bring the Internet to you—add URLs (e.g., Mapquest, UPS tracking,Dun & Bradstreet) right to the contact or opportunity. -Global search and data filters. -Identify decision makers in the buyer’s organization and make a visual org chart in the Buying Center. Sales Team Collaboration. With the Pipeliner Sales CRM Software you can manage everything from one central location. Your data is safely backed up, and instantly available to the entire team. We provide the infrastructure you need to ensure uninterrupted and quick access to your data, all of the time. -Share views, documents, and advice to stay on top of the conversation. -Delegate, schedule, and set alerts so team stays on track. -Set email notifications across most every Activity stream, facilitating better cross-company awareness to what matters. -Less administration, more customer face time. -Fine-tune access privileges for role-based security. -Save time with pre-defined Profiles (like a Saved Search) for pipeline views. Sales Productivity Tools. Puts sales tools and apps at your team’s disposal to help them to be more productive. -Two-way integrations with Google and Outlook email and features. -Work without Wifi access on most recent synced version of your system.
Benefits
Pipeliner is clear and (ever) present to the sales team. -Forge a dynamic partnership with sales management—and, ultimately, with customers. Pipeliner CRM appeals to each salesperson—not just the super-techie mindset. -Your pipeline gets more and more accurate so you have more predictable outcomes and less risk. With Pipeliner’s unique visualization features. -Your sales team can broaden their horizons. They immediately see—and can act on—real and accurate information about the sales pipeline. -Salespeople focus on high-value activities which help them meet their targets. The Best Parts of the Cloud. -With Pipeliner CRM, you’ll always have access to your data anywhere on Earth. Sales + Sales Management = Success -We’re built BY sales professionals FOR sales professionals. Understanding a deal’s true likelihood of success means you develop (or drop) opportunities and avoid wasting resources. -Bridging the gap to both sales management and sales rep effectiveness. -Slice and dice to gain insight. -Define your real buyers. -Gain insights—even when the deal is lost. Pipeliner runs on Mac, Windows, and Mobile. This gives you the freedom to choose, and connect your sales team independent of the operating system used.
Pricing
Description
Free Trial: Available (No Credit Card Required)
$35 Per User Monthly Billed Annually
Integrates With
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