Why Pipeliner CRM? Because Seeing Is Believing
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.
Highlights:
Gain insights fast, and devise more effective sales strategies
Focus on proactive coaching support (instead of jumping in as a “super closer”)
Click and voila!—Instantly “readable” sales and activity reports
Promote best practices with popular and easily understood visual tools
Search less and sell more—Customer and account details are in one comprehensive view
Because Productivity Soars 24/7 (Online or Off)
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
Smart Cloud CRM
Because You Can Track Progress in Real Time
Pipeliner CRM for sales teams makes it easier to visualize and follow your sales process.
Highlights:
1-to-Many-With-Any Architecture associates one Contact to Multiple Accounts, providing context for your complex and interconnected relationships, as they evolve.
Full-Featured Product Catalog is a massive time saver. Customers can apply discounts, taxes, and automatically calculate fields -- tying the sales process more intimately to workflow.
Forecasts are front and center, updated in real time
View pipeline from any angle at any moment
Notifications let users and admins set email notifications across most every Activity stream, facilitating better cross-company awareness to what matters.
Our Advanced Calendar syncs with Google and Outlook! There’s also an agenda view, activity extract, and support for 5 different layouts.
Save your favorite views as Profiles and see them with a click
Alerts, timeline views, and powerful filters improve sales forecast accuracy and lower risk
Collaboration tools for sharing, delegating, and interacting keep salespeople working toward goals in a timely way
Social monitoring adds relevance to prospect relationships and builds trust
Social CRM Feed
Because Common Sense Pricing Has Big Advantages
Pipeliner is affordable, easy to implement, and has a high rate of adoption by salespeople and teams.
Highlights:
One low price for all the core features, plug-ins, offline client, mobile CRM app
Full implementation in hours
Full support as you come on board
Sales teams see value and adopt enthusiastically
Training in hours with low learning curve
Low monthly fee and no hidden costs
30-day trial with no strings attached, no credit card required
