Inc. Magazine announces Pipeliner CRM as a new 2024 Inc. Power Partner
newRated #1 CRM by independent analysts SelectHub!
newBrand New Voyager AI Call Transcription & Analysis, Improved Online Forms & Reports, Static Profiles, Account Health and more…
newForbes Magazine talks to Pipeliner CEO about the critical role of CRM
newWhitepaper just released “Podcasters Guide to Podcasting”
Your Revenue Engine!
Pipeliner CRM has a unique combination of elements that power:
High-value, win/win relationships with your customers
Sales teams to collaborate with prospects, customers & internal teams
The highest level of visibility, transparency, and predictability for your business
Sales Force Automation
Everything you need to sell successfully!
Lead Management • Pipeline Management • Contact Management
Visual Buying Center • Archive (unique feature)
Key Account Management
Reduce churn & expand your customer relationships
Key Account Management consists of four primary features: Relationship Maps, Account Matrix, White Space and Org Charts.
Relationship Maps › visually map networks & relationships you need to be aware of
Account Matrix › visualize key metrics for building and maintaining effective relationships
White Space › see what products or services you have sold customers and identify the gaps
Org Chart › visually display the hierarchy within an account & label them according to a person’s role, their attitude toward your product or service, and their place in the company hierarchy
Learn more about our Win Together vision
- What does “Win Together” mean?
- Why relationships are the currency of success
- The path from customer to advocate
- How “Win Together” is our mission to impact the world
Project Engine
Just like any other discipline, Sales has multiple projects happening simultaneously & our new Project Management tool makes them easy to manage:
Create project plans
Manage project documents
Set Tasks
Set Objectives
Reporting Engine
The most comprehensive sales reports available today!
Easily drill down into the detail of any report type by using Dashboards, Pivot Tables, Forecast or Quota…
Automatizer
Built-in Automation Engine
Pipeliner CRM’s totally unique Automatizer workflow tool
Use conditions and triggers to automate many routine and repetitive tasks
No coding needed—use a point-and-click interface to build processes
Automatizer works with third-party integrations as well as Pipeliner CRM
Pipeliner CRM Administration
No need for highly technical admins or consultants — Pipeliner CRM administration is built to be used by those working in the business!
Define user access with Permissions
Use the Audit function to monitor activity
Customize forms with drag ‘n drop functionality
Embed any sales methodology
Easily setup your product & services in the Product Catalog
Personalized User Interfaces
With Pipeliner CRM, you can decide what you want to see and how you want it displayed!
The Bottom Navigation is like a picture frame that focuses the user on the key data:
Power Panel
Allows you to modify items you see in your current view, including:
Roles
Target Types
Sales Units
Setup and change User Profiles
Filtering & sharing of data
Click to learn more about Power Panel
Multiple Views
See your data the way you want to with Pipeline View, List View, Map View, Bubble Chart View and Compact View…
Activities & Communication
Easily track & manage prospect & customer appointments, calls, meetings & tasks.
Track & view all communications with prospects, clients & team members in the dedicated Feeds section.
Application Integration
“77% of Global IT leaders say failure to digitally transform will impact revenue”
Integration challenges, however, continue to be a roadblock for digital transformation initiatives. The average organization runs over 800 apps, each with an approximate lifespan of four years. Less than a third of apps are currently integrated, with many of them existing in silos.
This lack of integration will be unsustainable in the future as organizations strive for increased business efficiency and better-connected experiences.
API’s are more important than ever to allow ease of technology integration and Pipeliner CRM offers these options:
Facebook’s bi-directional API, GraphQL
REST API
Experience Pipeliner CRM the Product & Pipeliner the People
Customers love Pipeliner CRM
One of my favorite 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. Luke Wittenbraker • Sales & Marketing DIrector • Mactech
Its features and functionality make it a great CRM at a great price point. Catherine Austill • Advisor • Graphic Partners
I have used other CRM's and this has to be the most user-friendly program I have ever used. Denise Schmidt • Sales Operations • First Tactical
I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. Patrick Bauer • CEO • Amherst Brands
It is the best CRM on the market today, don't be fooled by big box or free products. Margye Sullivan • VP • Envision2BWell Inc.
A top CRM that has all the features and flexibility you can possibly need and still is easy to learn, administer, configure and use. Hanneke Gieles • Business Development • Prowareness WeOn Groep BV
Test it. Keep it. Use it. Love it. Jens Leonhaeuser • Owner • Steilpass
With simple training and general intuition this CRM blows many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it. Eduardo Pinzon • Director of Operations • Crestcom