Highlights : About Pipeliner CRM
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Auto Calculated Fields
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Org Chart + Buying Center
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Business Intelligence Dashboards
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Sales Forecasting & Reporting
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Account and Contact Management
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Sales Opportunity Management
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Sales Pipeline Management
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Team Cloud Collaboration
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Multiple Pipelines
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Mobile (IOS & Android)
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Gmail & Outlook Integration
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Web Clipper
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Outlook Integration
Product Details
Benefits
Email Integrations
Email Integrations - Continue working in your email platform utilizing Pipeliner’s winning formula.
Navigator
Cut out the noise and focus on what’s immediately important with Pipeliner’s Navigator tool. Find 5 basic components all in one view: activity stream, target overview, notifications, suggestions and business overview.
Sales Process
Pipeliner adapts to a company’s sales process stages within minutes. Drag and drop your sales opportunities from one stage to another, track and analyze your opportunities, and find an instant overview of your business.
Performance Insights
Instantly see how your salespeople are performing using key performance indicators that you select as important for your business. Even compare individuals or sales units using the graph view.