Featured
Automatizer
No-code workflow automation engine
Buying Center
Visual Relationship Mapping for business to business sales prospects and clients. View at a glance all groups and decision-makers who influence purchases.
Document Management
Forecasting
Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.
Lead Management
Opportunity Fitness
Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.
Reporting
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
Account Management
Pipeliner presents numerous different views for accounts management: Compact View, Pipeline View, Bubble Chart View, Card View, and List View.
Additional Functionality
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
Archive
Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.
Audit
Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category
BI Feeder
Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)
Bulk Operations
Mass update Leads and Opportunities by changing them in bulk.
Contact Management
Contact Management. Our all-in-one Contact View is where you manage your biggest asset with less work than ever before.
Currencies
Enable multiple currencies in Pipeliner CRM
Custom Views
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
Dashboard
Graphical, colorful reports that deliver instant insights into how your business is performing.
Dynamic Target
In Pipeliner CRM, the Dynamic Target is always visible, keeping the goal front of mind--with 5 different available target views--for any salesperson.
Email Integration
Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.
Email Tracking
Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.
Embedded Help & Support
Pipeliner CRM features multiple ways to help and support you while learning and using the product.
Feeds
View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them
Fields and Forms
Pipeliner offers the most comprehensive field and form customization.
Google and Pipeliner CRM work together in multiple ways seamlessly.
Guided Selling
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
Importing Leads
Import your Leads (with or without Accounts and Contacts) using our drag & drop wizard
Integrations
Use your favorite tools along with Pipeliner CRM – we integrate with dozens of popular apps!
Leads Management
Effectively manage and nurture your precious leads and transition them into the pipeline.
Microsoft
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
Mobile CRM
Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.
Multiple Accounts
Pipeliner CRM’s Multiple Accounts feature allows you to assign 2 or more related companies under a parent account.
Multiple Pipelines
Multiple pipelines let's you switch easily from one pipeline to another, using the same shared database.
Navigator Dashboard
Navigator Dashboard brings more focus and intelligence, allowing you to focus on what’s most important.
Opportunity Tracking
Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.
Organization Chart
Map out the company hierarchy in your accounts with our Smart Organization Chart.
Performance Management
Insights give a high-level metric-driven view of your teams' sales performance.
Pipeline View
Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.
Product Catalog
Add your full product catalog—with products, services, pricing and discounts—right to CRM.
Profiles
Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.
Revenue Recognition
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
Sales POP!
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
Sales Velocity
Instantly see which Opportunities are moving at the right speed through your sales process
Social Selling
Gain more insights into customers and prospects with social feeds, visual org charts and buyer maps.
Template Designer
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required
User Access Permissions
CRM User Access and Permissions management has never been easier.
Web Clipper
Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
This ebook is on the subject of “Win Together.” It falls under the same context as“win-to-win” described in my book Network Selling: Guarantee Success for the Digital Age. Today, this aspect of sales is more important than ever, and must also be part and parcel of CRM solutions.
“For some years I’ve been saying that, as a society, we’re in the midst of a transformation. Given what’s happened in the last couple of years, there’s no one left who is disagreeing with me! It’s become very obvious.”
Nikolaus Kimla, CEO at Pipelinersales, Inc.
A common term in sales today is EQ, which stands for “emotional I.Q.” It means the skill a salesperson has in reading emotions and utilizing them in sales. It means empathy and a number of other abilities. The short version is, it’s an I.Q. when it comes to emotions. But just as with our Network Selling model, E.Q. isn’t just for sales, either. It’s actually the missing factor in human interactions, for confrontation—a common “tool” in human interactions—doesn’t actually handle anything.
“You can have everything in life you want if you will just help enough other people get what they want.”
Zig Ziglar