Salespeople want to sell. Managers need to manage. Now, the two meet in an elegant worktool, designed for both.Read more...
We drop process into sales teams without a ripple. The result? Accurate data informs more reliable forecasts.Read more...
All your leads, contacts, accounts and opportunities live in harmony together. No silos. One system for every department.Read more...
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Pipeliner CRM is brilliantly easy to use and to navigate. I love being able to see everyone’s pipeline in one screen, not having to troll through page after page or generate reports. It’s all there for you and salespeople actually use it.
I have really enjoyed the ability to customize the look to match our sales process. It has also been great to have 100% visibility on the progress of each project/opportunity as it moves through the pipeline.
Pipeliner – a great strategic sales tool to keep your sales opportunities on track. The system helps the Sales Team to track affords into money. Easy to handle, nearly everywhere available and suitable with almost all common tools like outlook.
Pipeliner provided us with an interface where we can assign and follow-up leads, a highly customizable way of setting targets and monitoring performance, as well as great reporting tool with chart and dashboard capabilities.
Pipeliner allows me to sort by account and identify which clients have been frequent customers. Use that information to provide rewards to my most loyal clients. Year end with Pipeliner is a breeze, I can sort revenues by product lines, services, and by which product carrier I used most.
The universal language of Visual translates into an instant read of your sales landscape. Easily spot the next step on the road to success.
Click an opportunity. Everything you need is right there. It’s all in one place — History, activities, notes, documents, social streams.
Create a visual org chart of contacts connected with each opportunity. You’ve mapped the organization from the outside in.
Accelerate into activity-based reports, 3D graphs, and charts. Stop, turn, and race toward sales performance from every angle.
On a train, in the air, in a park…Work anytime and anywhere on the most recent sync of your full system — You’re never left stranded!