Features & Options
You always know where to focus with Pipeliner Navigator: Pipeliner has moved well beyond the concept of a standard CRM dashboard to far more targeted and innovative ways of delivering instant intelligence to the user. Includes 5 basic powerful components, all in a single view:
- Activity Stream.
- Target Overview.
- Business Overview.
Along with Pipeliner’s advanced filtering and profiling capabilities, Navigator immediately helps the user cut out the noise, easily navigate complexity and focus immediately on what is most important.
You can create, manage and track your own Sales Process: From the very beginning, Pipeliner was designed for the precise purpose of being customizable to a company’s sales process. Within minutes, Pipeliner is instantly adaptable to a company’s specific sales process stages. If a sales process changes down the line (which often happens with a dynamic sales process) it can be immediately updated.
- Drag-and-drop your Sales Opportunities from one Stage to another.
- Track, Manage and analyze your Opportunities and your Sales Pipeline in one screen.
- Visual Sales Pipeline gives you instant overview of your business.
You can manage, coach and mentor your sales team: With Pipeliner Performance Insights you can instantly see how sales is performing using using 5 Key Performance Indicators: Deal Created, Deals Converted, Lost Deals, Value of Won Deals, and Value of Lost Deals. You can even see your own results and see how well you are performing. It’s easy to compare the performance of your salespeople – simply select the KPIs that you are interested in, and turn on the graph view for the individuals or sales units you want to compare.
Pipeliner CRM On The Go! Today’s business environment can be called many things – but one of them could certainly be “mobile”. This is especially true of sales. Salespeople by nature are getting out, reaching out to prospects, visiting them, looking them up at trade shows or conferences. They also might be meeting them in social settings that have nothing to do with work. When such things occur, you’ll often need access to your CRM. Pipeliner knows this, and for that reason provides a robust Mobile App for Pipeliner CRM.
Personal: Free; 1 user, 500 MB storage | Personal Plus: £6/month; 1 user, 2 GB storage | Starter: £18/user/month; unlimited users, 2 GB storage | Business: £40/user/month; 5 GB storage | Enterprise: £POA; 200 GB storage.
Payment Discounts: None – subscriptions payable annually.
Trial/Warranty: 14 day free trial.
Other Costs: None.
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