Pipeliner is the smarter CRM solution designed to empower sales teams and grow profitable customer relationships. Pipeliner CRM gives new ways to look at, and to interact with an active sales pipeline. It brings the power of sales data back to salespeople with unique methods that empower salespeople and makes managing complex sales easy. Pipelinersales is revolutionizing the marketplace with not only an exceptional CRM tool, but training and education to help salespeople sell smarter.

Pipeliner is the only CRM solution available that enables automatic synchronization for both Mac and PC systems, locally or through the cloud. This is significant for enabling team collaboration as data is safely backed-up, and instantly available to the entire team. Pipeliner includes numerous integrations including Google Drive, Dropbox, HubSpot, Constant Contact, MailChimp, Vertical Response, Exact Target, and Act On.

Functionality Includes

Timeframe: Tracks the number of days an opportunity stays within one sales step and will track the opportunities time spent. Pipeliner informs via alerts about the opportunity that is outside of the timeframe set for a particular sales step. Pipeliner resolves all overdue opportunities within one screen. Pipeliner filters opportunities based on their age and gives an overview of pipeline velocity.

Mass Update: Enables updating opportunities, leads, account and contacts at once

Enhanced Pipeliner Office Add In: This is compatible with Excel and Word files and enables mapping of Pipeliner fields to Word Template and saving this template to the sales pipeline.

Import2 Feature: Enables users to migrate current data from almost any CRM to Pipeliner.

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