Tutorials and Onboarding Video Library

An in-depth look at Pipeliner's capabilities including "Customizing Activity Types, Fields, Views & Profiles", "Best Practice Sales Process Activities", "Intelligent Scheduling with Automatizer", "Standard, Pivot, and Advanced Reporting on Activities" and "Activities with Integrations"

Pipelines hold the steps/stages of your sales process (or any process). Pipelines can be used for the pre-sales process, sales process, post-sales process, implementation process, fulfilment process, customer services process, new hire process and so much more.

The BI Feeder allows you to export Pipeliner data to a PostgreSQL that you can access directly using your Business Intelligence solution.

Graphically build your organization’s processes into Pipeliner, Streamline your workflows and empower your teams working with Pipeliner, Automate repetitive tasks and communications, Build both organizational & personal automated processes

An in-depth look at Pipeliner's capabilities including "Five Opportunity Reporting Views", "Pivot & Advanced & Forecast Reports", "Leading & Lagging Indicators", "New BI Feeder › Seeing your Pipeliner data in Google Data Source & Microsoft Power BI".

An in-depth look at Pipeliner's email capabilities including "Email Integration (Outlook & Gmail)", "Pipeliner mass and individual Emails", "Automatizer Emails".

Use your phone’s camera in order to scan in documents to records in Pipeliner.

How to invite/add new users to your Pipeliner, modify user roles to manage the security of what users can see and do, and manage sales units.

The Power Panel is a place in Pipeliner where you can modify the things you see in your current view. Learn how to use it properly.

Pipeliner makes it simple to create, add, and change any process that you have as part of your business.

Selling today is complex and the number of variables, data points and inefficient processes can slow down and impact the sales cycle — but not anymore!

Pipeliner CRM Customer Testimonial: Himanshu Kanwar, Precious Alloy

Mactech delivered its best sales results for January in 5 years using Pipeliner CRM to run a Super Bowl-themed sales contest.

Our organization was faced with a challenge after we made three acquisitions in two years which meant the organization was now scaling at 18 times the industry average growth. We needed to get more predictability in the sales channel...

One of my favourite parts as a sales manager is using Pipeliner CRM to run sales campaigns that drive our team to have fun and use the system in a way that drives sales. For example, our January Super Bowl contest resulted in our best...

How do You stay focused and cut through the noise in an increasingly complex selling environment?

Financial industry demands trust and credibility as clients are trusting you with their money.

Presenting the CRM Target. It reveals how you stand against quota using 5 different target types.

Auto Profilling Accounts and Contacts will automatically fill information about your contacts.

Add new contacts by scanning a visit card and it will then automatically fill all available information.

Reveal your records on the map instead of a list for smart route planning and prioritization.

Spending on recreational items has been slow to recover but boating is leading its way.

New Opportunity Fitness label will tell you how "fit" an opportunity is to close.

Pipeliner is all about Real Sales Empowerment: Pipeline, Process, Focus & Analytics.

Having your finger on what is happening with your sales organization and being able to act on that intelligence is critical to successful sales management.

Instantly see how many opportunities you have in each stage with ALL-IN-ONE Pipeline view. Move them easily by Drag and drop in real time.

Your business is unique to you and as so is how you probably want to use your CRM, so let’s look at how we provide you with extensive customization options.

Connect Sales Activities with Sales Actions so that you would benefit from best of both.

Checkboxes that allow you to stay focused. Set up criteria that should be met before moving the opportunity to the next stage.

Learn how simple it is to make Bulk Updates to your records.

You can always have your eye on the right sales velocity with Pipeliner's customizable, visual Sales Velocity functionality.

This document is important. But I have other pressing tasks. Where can I put it so it is easy to come back to and easy to find?

Acces your contact or account from opportunity or activity attached to it, or just go for Accounts and Contacts or vice versa.

Let’s look at how you can adapt Pipeliner CRM to your business with our easy customization functions.

You can now compare values of any numeric field in Pipeliner to previous period. Including the fields you yourself create.

The Bubble chart helps me with prioritizing my opportunities because I can instantly see what opportunity has nearest due date, what is the value and at which stage they are.

Task Automatization allows you to setup tasks that are created automatically when moving from stage to stage. It saves both managers and salespeople from having to manually create tasks.

Offline capability for your CRM means that you can go off the grid, but keep your business alive even with no Internet access.

See what's new with our KPI Dashboards! You can now see the most lost reasons, or opportunity value vs. won ratio.

We have extended and simplified the way you manage user rights and roles within Pipeliner. Learn how, and what it means for you.

Create dropdowns that are interdependent so that your users won't have to choose from tens of options in one field.

Set quotas, track them and share them with Pipeliner CRM forecast reports.

Watch how to setup multiple pipelines within Pipeliner and how to move opportunities from one pipeline to another.

Group opportunities by visual groups of owners, accounts, ranking and others for different instant views.

And thanks to this visual approach, information is instantly communicated.

With the new Pipeliner Collection release, we have added multiple new enhancements.

What if your rep are selling to Chevron New York and next is selling to Chevron Nevada? Organise your Accounts.

You can easily choose what products your prospect is interested in, with prices that will automatically update your Opportunity Value.

New enhancements that allow Admins to provide greater value to sales teams. Let’s look at them.

You will find multiple enhancements that will help you efficiently manage your daily duties.

Display performance metrics visually and make it competitive to motivate your team.

Advanced Reports allows you to create report of records and their subsidiary records in just one view.

Pipeliner feed displays all tasks, meetings or messages created in Pipeliner. Feeds is also an internal instant messenger tool.

Archive is a place where your lost sales deals are saved, frozen complete in the sales step in which they were lost.

In Pipeliner, Leads live in two places - the first is under the Leads button, where you can see all the leads separately. The second is in the pipeline view in their own sales step.

Managing your sales activities is managing your time. The better you can organise yourself, the more efficient and valuable you are going to be.

Define what you are looking at and then save those settings as Profiles.

Pipeliner allows you to set what you see using robust filtering and then save and share those settings.

The pipeline view delivers an instant snapshot of how your business is performing now and how it is likely to perform in the future!

Records types such as Leads, Opportunities, Accounts, and Contacts are all available from the bottom navigation.

There are only a few basic concepts that you have learn that will make everything clear and straightforward and have you confidently moving around the app in no time.

6 reasons why Pipeliner is the most effective and easy-to-adopt CRM on the market.

Sell on the go with the best mobile CRM available today!

Adding, updating & viewing your contacts has never been easier!

Now that your sales process is set up in Pipeliner, you'll want to learn about filters, profiles, targets and other tasks.

How to setup sales stages, velocity, and sales activities.

Learn how to import your existing contacts from Outlook, Gmail or as a CSV file.

Managing the performance of your team is a crucial aspect of your work as a sales manager. Performance insights enable you to do so.

In this video, we will cover some more of the features in the Pipeliner CRM mobile app.

In Pipeliner you will find 4 main entities types (or records): Leads, Opportunities, Accounts, and Contacts.

Short guide on how to pay for your Pipeliner CRM invoice.

Visually track your tasks and identify which of them you should focus on.

See how Pipeliner really is the truly effective sales enablement tool for Sales Managers & Salespeople!

You can define actions a salesperson needs to take within each pipeline stage - even mandate them if you like.

See how you can use pivot table functionality right in the Pipeliner management reports!

Quickly map out "who's who" in the company you are selling to and then identify which of them is going to influence each opportunity and how!

Pipeliner CEO Nikolaus Kimla summarizes his recent eBook-- Building a Battle-Ready Sales Force.

See how you can use auto-calculated fields to display data like sales commission amount.