Pipeliner CRM Features for Administration
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.
Archive
Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.
Built-in HELP
With Pipeliner Build-In Help feature in the software, Help screen about features appears with “Hot spots” embedded throughout.
Multiple Pipelines
Multiple pipelines let's you switch easily from one pipeline to another, using the same shared database.
Profiles
Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.
Sales Reports
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Sales Process Map
Create the most consistent and effective way for your salespeople to move through a sales cycle
Template Designer
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required
