Pipeliner CRM

Sales Management Software for Apps, Windows and Mac

Contact Management Lead Management Sales Force Automation Sales Management Customer Relationship Management

Enjoy the Difference and Keep Your Eyes On The Target!

The Pipeliner CRM platform embeds and reinforces the sales processes and best practices that you establish. It provides your salespeople with a complete picture of their book of business to manage prospects and opportunities more effectively.

Features and Benefits

Pipeliner adapts to the ways business is really done

Multiple Pipelines (unlimited) means your single database gets more useful and you can focus on whatever sales segments matter. Snap-to-It Org Chart shows you a visual snapshot of your buyer’s organization -- right down to job titles and influence levels. 1-to-Many-with Any is an instant connection strategy. Connect any contact to any opportunity, set a primary. Nobody gets lost; nobody gets neglected. <p>24/7 Team Collaboration - You can message directly to anyone on the team. Fewer clicks, and everyone can see what’s happening. Teammates receive notifications when they complete tasks or handle other events, a shared history that brings the group into close sync as a real workflow archive. These concepts elevate Pipeliner CRM from being a dusty dataset to a real source of insights about your sales opportunities.</p> show less

Pipeliner pays attention to the details

Sometimes these little details seem minor, but they are not. They lead to progress, sometimes even revolution. We think part of the reason Pipeliner CRM feels special and different once your team adopts it is because it reduces the stresses of “switching sets” and keeps a lot of tasks doable “on the fly” without leaving your screen. We get used to having to go from silo to silo, and we may not even realize how tiresome it can be. It is reminiscent of the ability in the first word processing programs, when you were suddenly able to highlight and copy a huge amount of text. It’s a game changer you don’t really understand until you experience it. show less

Pipeliner CRM uncorks the true potential of each salesperson

With Pipeliner’s structure, your team will be immersed in a more engaging, buyer-focused sales process—a process that will differentiate your brand as much by how entrepreneurial salespeople... show more

Pipeliner CRM isn’t for super-techs

Look, sales is still a profession, not an app. With a process based in common sense, salespeople quickly see the value in Pipeliner CRM. We unlock and empower the entrepreneurial spirit of sales professionals. The outcome? Your pipeline gets more and more accurate so you have more predictable outcomes and less risk. show less

Pipeliner CRM -- Uniquely visual

Your sales team can broaden their horizons. They immediately see—and can act on—real and accurate information about the sales pipeline. Our visual features are some of our biggest Wow Moments! for sales teams. Visual tools speak in a universal language that is understood in an instant. Thus, salespeople focus on high-value activities which help them meet their targets. show less

Pipeliner is clear and (ever) present to the sales team

Many traditional CRM systems are complex—with steep learning curves and burdensome data entry requirements. This leads to resistance, frustration, inaccurate data, and flawed forecasts. This isn't the case here, as sales pros love Pipeliner, and forge a dynamic partnership with sales management—and, ultimately, with customers. show less

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