Product Quick Facts
About Pipeliner CRM
Pipeliner CRM drives user engagement through a sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly and can easily customize what they see to make the system their own.
Pipeliner’s administration backend is also visual and easy to use with drag ‘n drop, in-line editing and other non-technical tools. A key differentiator is that Pipeliner does not require a full-time admin or expensive certified technical resources.
The reporting engine is built into the product, which allows reports to be generated from any view or area within the system. There are multiple types of reports available from standard to pivot to advanced and graphical dashboards.
At Pipeliner there is a strong belief in focusing on core competencies and the CRM provides a seamless way for customers to integrate with other best of breed systems like ticketing, marketing automation, or any other system a customer may be using. Pipeliner also provides many automation add-ins that automate routine tasks that would require manual intervention in other systems.
The Pipeliner Mobile CRM App is the only CRM with the built-in artifical intelligence engine, Voyager. With location and mapping features, voice to text, business card scanning and more, the mobile app enables efficiency on the go.
Not sure if Pipeliner is right for you? Want to find out more? Call, click, or email to speak with one of our expert Technology Advisors today for a no-cost, no-obligation consultation.
(Last updated on 09/03/2019 by Tamara Scott)