Opportunity Fitness
Pipeliner CRM's Opportunity Fitness feature focuses on evaluating the health and status of opportunities within your sales pipeline. By offering a comprehensive view of each opportunity, sales teams can better assess their potential and prioritize actions to drive conversions. This tool enables users to track key metrics, identify risks, and take proactive measures to ensure opportunities are nurtured effectively.
Document Management
With Pipeliner CRM's Document Management capabilities, users can effortlessly organize, store, and access important documents related to contacts, leads, opportunities, or accounts. This feature streamlines the process of handling documentation, ensuring that sales reps have quick and convenient access to the information they need to move deals forward. By centralizing all relevant documents within the CRM, teams can enhance collaboration and efficiency.
Web Clipper
The Web Clipper tool from Pipeliner CRM empowers users to capture web pages, extract valuable data, and seamlessly integrate it into the CRM platform. By adding social profiles like LinkedIn and creating new contacts, accounts, opportunities, and leads directly from web sources, sales professionals can enrich their CRM database with accurate and up-to-date information. This feature simplifies the process of prospecting and data entry, saving time and enhancing data quality.
Custom Views
Pipeliner CRM's Custom Views feature, facilitated by the Power Panel, allows users to personalize, save, and share unique views tailored to their specific needs. By configuring custom views that align with individual preferences and workflows, sales teams can optimize their CRM experience and focus on the most relevant data at any given time. This customization capability enhances user productivity and helps streamline decision-making processes.
Mobile CRM
Pipeliner CRM offers a cutting-edge, AI-powered Mobile CRM application that empowers sales professionals to stay connected and productive on the go. With intuitive design and advanced functionality, the mobile app enables users to access critical CRM data, manage tasks, and collaborate with team members from anywhere. By providing real-time insights and seamless communication capabilities, the Mobile CRM app equips sales reps to drive sales momentum and engage effectively with prospects.
Guided Selling
The Guided Selling feature in Pipeliner CRM enables organizations to standardize their sales processes by creating sales activity checklists for each stage of the pipeline. By defining mandatory or voluntary actions that align with your sales methodology, this tool guides users through structured workflows and ensures consistency in sales execution. By offering clear direction and best practices, Guided Selling helps sales teams boost efficiency, drive conversion rates, and deliver a superior customer experience.
Automatizer
Pipeliner CRM's Automatizer is a powerful no-code workflow automation engine designed to streamline repetitive tasks and processes. By automating routine actions such as data entry, notifications, and follow-ups, sales teams can save time, reduce manual errors, and focus on high-value activities. The Automatizer tool enhances operational efficiency, accelerates sales cycles, and enables teams to scale their productivity effectively.
Sales Process
Pipeliner CRM facilitates the creation and implementation of structured, effective sales processes tailored to your organization's needs. By defining clear steps, milestones, and criteria for advancing deals through the pipeline, sales teams can ensure consistency and maximize their closing rates. The Sales Process feature empowers salespeople with a roadmap for success, guiding them through each stage of the sales cycle and enabling better decision-making based on real-time data and insights.