Pipeliner CRM

Pipeliner CRM enables business transformation, starting with sales. Finally, you have a worktool that enables organized sales process throughout and a unique visualization of the sales pipeline that accelerates opportunities toward a close, all while saving time and maintaining focus.

Easily implemented, Pipeliner is readily adopted by salespeople who find that using the system helps them focus on what matters, by sales managers who benefit from an accurate, predictable, and low-risk pipeline and company leadership who see the results of a productive sales force.

Pipeliner Sales CRM Software Puts Sales Teams on the Winning Track

Visualize your sales pipeline and gain actionable insights. Open your Pipeliner CRM and get an instantly readable graphical overview of all your opportunities in the context of your sales process. A visually rich, uncluttered model of your actual sales pipeline acts as your interface. It’s real-time sales data, organized so you can always remain focused on revenue targets.

Online & Offline Productivity: Your Pipeliner CRM system is available anytime, anywhere in the world. We use a unique hybrid approach—a blend of Cloud-based and on-premise engineering—we call it the SMART Cloud. Your data is always safe in the Cloud, but you are always able to work with your entire system anywhere.

Highlights:

• Work on your own schedule, online or offline
• Most recent synced version of your system is always ready
• Control your schedule when on the road, at “no access” customer locations, on a hike, or on a plane

Track Progress in Real Time: Pipeliner CRM for sales teams makes it easier to visualize and follow your sales process.

Highlights:

• Customers can apply discounts, taxes, and automatically calculate fields — tying the sales process more intimately to workflow.
• Notifications let users and admins set email notifications across most every Activity stream
• Advanced Calendar syncs with Google and Outlook
• Collaboration tools for sharing, delegating, and interacting
• Social monitoring to prospect relationships

Features/Benefits

• Business Intelligence
• Integration capabilities with dozens of applications
• Activity Management
• API
• Contact Management
• Dashboards
• Document Management / Sharing
• Integrated Analytics
• Lead Scoring
• Lead Management
• Mobile Access
• Offline Functionality
• Org Chart Mapping
• Pipeline Management
• Project Management
• Real Time Dashboards
• Reporting/Analytics
• Sales Forecasting
• Social Media Integration
• Task Management
• Unified Contact Records
• Full Product Support