Pipeliner CRM

Pipeliner is a sales automation solution with a robust built-in CRM infrastructure to ensure that stakeholders–from sales teams to board members–can follow and track the company’s entire sales process. With this tool sales process can run on autopilot as Pipeliner will be organizing sales data to qualify leads. The software can effectively handle all complex sales activities of small and mid-sized businesses.

Pipeliner CRM is instant intelligence, visualized – it is designed to empower sales professionals. The app uses a visual and intuitive interface to focus a sales team on productivity and effectiveness – providing a precise and empowering Navigator, one-click reports, comprehensive charts, drag-and-drop Sales Pipeline, graphical Task Board, visual Org charts and Buying Center.

Opportunities are managed through a sales process which is displayed inside Pipeliner CRM. The primary method of opportunity tracking utilized within Pipeliner CRM is through its Pipeline View. Every opportunity within a pipeline can be readily seen, in the sales stage in which it currently resides. Activities can be graphically tracked—much as opportunities—so progress can be instantly seen.

When an opportunity is moved to a new stage, a pre-defined list of tasks is suggested to the user. The Pipeliner CRM Fitness feature, which is unique to Pipeliner, immediately shows the fitness level of an opportunity and provides another great indicator as to if and when it is likely to close.

Pipeliner CRM’s 3D Timeline gives yet another view of opportunities, graphically providing the most relevant aspects of every deal. Instantly see the opportunity value, due date and Sales Velocity of every opportunity in the Sales Pipeline.

Dashboard View

Pipeline View New Report

Pipeline View Drag Opportunity

You may like to read: How to Select the Best CRM Software for Your Business, Top CRM Software, Free, Open Source CRM Software and Best Practices for CRM Implementation.