Sales Management

Forecasting

Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.

2024-04-04T10:17:30+00:00

Opportunity Fitness

Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.

2024-04-04T10:17:49+00:00

Revenue Recognition

Use Revenue Recognition to schedule revenue from an opportunity over different time periods.

2024-04-04T07:53:15+00:00

Guided Selling

Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

2024-04-04T10:20:21+00:00

Sales Process

Create the most consistent and effective way for your salespeople to move through a sales cycle.

2024-09-30T10:13:30+00:00

Sales Task Management

See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.

2024-09-30T10:13:24+00:00