What makes our pipeline management different?

The intuitive visual Target shows real-time progress towards any goal, over any time period.

Plus, you can compare performance to past periods for immediate insights.

Our Target keeps your eyes on your goal at all times!

Stage statistics can Identify bottlenecks where opportunities get trapped, so you can unstick them and keep deals flowing smoothly.

At a glance, you’ll know which stages need attention to boost those conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. rates.

No more guesswork — just clear insights to focus on process improvements where they’ll make the biggest impact.

Optimize your pipeline and watch those closed-won numbers soar! It’s sales accelerationSales Acceleration Sales Acceleration is the act or practice of speeding up the sales process using tools and technologies that improve the productivity and efficiency of sales professionals. made simple.

Pipeliner CRM Smart Buying Center lets you visually track all the players involved in a deal — inside and outside the company.

Easily add consultants or other external influencers, then assign roles like “Budget Holder“, “Decision MakerDecision Maker Decision Maker in the context of sales, is a person who possesses the required expertise and authority in making purchase decisions.“, “Influencer” or “Naysayer“.

At a glance, you’ll understand the intricate web surrounding each opportunity.

No more guesswork on who really calls the shots.

Never again dig through folders or panic over using an outdated file. Our intuitive document management system is the central library for all the latest resources.

Everything needed is just a click away — sales collateral, contracts, you name it.

Simply attach files to emails straight from the integrated document hub.

Best of all, rest easy knowing everyone is working with the current and approved versions.

No more version chaos or wasted time. Just seamless access to the materials that move deals forward.

Our automation powerhouse handles repetitive tasks, so your team can focus on what they do best — selling.

From leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. routing to email cadences, opportunity updates and more, just set it and forget it. The system works tirelessly behind the scenes to streamline your processes.

But here’s the real game-changer: any userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. can create their own personal automations with just a few clicks. Tailor workflows to your unique needs and soar to new levels of productivity.

Sell smarter, not harder. Automation is the not-so-secret weapon for teams wanting to spend more time closing deals and less time on tedious chores.

With our intuitive “Sales Steps“, you’ll command a consistent, replicable process for closing more deals. Whether you follow “SPIN“, “Challenger“, or your own proprietary methodology, you can bake it right into Pipeliner.

Sales Steps act as your team’s guiding framework, embedding best practices into every rep’s workflow. From discovery to negotiationNegotiation Negotiation is a strategic dialogue, discussion, or bargaining process between two or more parties with the goal of reaching a mutually acceptable agreement., presentation to close, each stage is clearly mapped out with relevant tasks and resources.

Sales Steps also ensure total adherence across your entire team.

That means scalable growth, faster onboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team., and the confidence of a unified selling process.

Pipeliner CRM’s unique “Power Panel” delivers infinite customization, filtering, and sorting capabilities — slice and dice your data exactly how you want to see it. These visualizations update in real-time as your data changes.

From vibrant charts and graphs to rich data tables, Power Panel gives you an instant visual pulse on any metric that matters. Identify trends, spot risks, and uncover opportunities.

These visualizations deliver powerful insights in the most intuitive way possible.

Unlock the full potential of your information and make smarter decisions, faster.

Need quick context on an opportunity? Just hover over it with your mouse for a complete, at-a-glance summary.

This convenient feature keeps you laser-focused and fully informed, without disrupting your workflow. No more getting lost in the weeds or forgetting where you left off.

Whether you’re prepping for a call, scanning your forecast, or just need a quick refresh, opportunity summaries make it easy to stay aligned and take action.
It’s the ultimate efficiency boost for busy sellers.