Features

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.