The Who, What & Where Of Sales

Sales is all about knowing where to focus and making the right connections. Pipeliner CRM is unique in how it provides visual mapping tools to make this easy for salespeople to do.

Now with Pipeliner CRM you can see who is influencing your Contacts, who your Accounts are connected to and the type of relationship. Plus you can now visually see the details of your Accounts, Contacts, Opportunities, and Leads in the Map view.

Contact Relationship Mapping

  • Build a Relation Graph for a Contact

  • Map out their connections & who is influencing them

  • Assign roles to their contacts (e.g. business partners, friends, colleagues)

  • Easily move, add, change contact relations as needed

Pipeliner CRM contact relationship mapping feature
With so many people influencing the buying process, from inside and outside a company, these new capabilities ensure that all opportunities and influencers are recognized.

AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Relationship Mapping

  • Build a Relation Graph for an Account
  • Map out what other companies they are connected to
  • Assign labels to those companies (e.g. Subsidiary, Supplier, ClientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer.)
  • Easily move, add, change Account relations as needed

Detailed Map Views

  • See the location of your Accounts, Opportunities, Leads and Contacts on the Map

  • Quick filter what you want to display on the marker (e.g. opportunity value)

  • Click Marker to see and edit details

  • Opportunities have legend showing business overview (e,g. won, lost, value)

These new additions added to our existing OrganizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). Chart and Buying Center mapping features further underlines that Pipeliner CRM is the most visual, interactive and dynamic CRM system on the market and why Gartner included Pipeliner CRM on the Magic Quadrant for Sales Force Automation in 2019 – click here to access report.

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