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Features

Visualize the Pipeline!
  • - Simply drag and drop to move opportunities and leads from one stage to another
  • - Complete pipeline visibility leads to powerful insights
  • - A reporting Dashboard made for humans
  • - Sales methodology is baked in and encourages team productivity
  • - Sales workflow empowers salespeople to act independently


The Contact Record—Where Relationships Grow
  • - See everything you need in one place—full interaction history and activity details.
  • - View social footprints of any contact, account, or opportunity—add value to the conversation!
  • - Bring the Internet to you—add URLs (e.g., Mapquest, UPS tracking, Dun & Bradstreet) right to the contact or opportunity.
  • - Global search and data filters.
  • - Identify decision makers in the buyer’s organization and make a visual org chart in the Buying Center.


Sales Team Collaboration—It’s in the Cloud
  • - Share views, documents, and advice to stay on top of the conversation.
  • - Delegate, schedule, and set alerts so team stays on track.
  • - Less administration, more customer face time.
  • - Fine-tune access privileges for role-based security.
  • - Save time with pre-defined Profiles (like a Saved Search) for pipeline views.


Sales Productivity Tools
  • - Two-way integrations with Google and Outlook email and features.
  • - Work without Wifi access on most recent synced version of your system.
  • - Schedule, monitor, and manage tasks in real time.
  • - Attach documents to any contact, account, or opportunity.
  • - Bring websites directly into Pipeliner (e.g., UPS tracking, maps, D&B, datalists).
  • - Align your marketing and sales activities.
  • - Connect your social media channels.


Mobile CRM for Sales Teams
  • - Work on full system even when offline using our hybrid technology
  • - Access from anywhere, at any time.
  • - Stay on track with key deals
  • - Delegate and monitor activities when away
  • - Full sales process support


Customizing Is a Snap
  • - Customize reports and dashboards
  • - Modify stages, fields
  • - Template Designer configures data entry with drag and drop simplicity
  • - Create multiple pipelines
  • - Redesign forms and add any data type
  • - Track milestones
  • - Easily integrates existing sales data and resource
  • - Multiple currencies and time zones supported

Customer Reviews
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Tensator has found Pipeliner to be an easy to use business tool, which has both minimised the administrative overhead on our sales team and assisted us in achieving our business goals.

Adrian Day, Chief Financial Officer at Tensator

Pipeliner Dashboard provides an immediate picture of your deal status to ensure you don't miss any details as each deal moves through the sales process. I also find it very helpful to have all the required documents easily available at each step and tied to each prospect. This software provides an easy and efficient way to see and use the sales process for our deals.

Carajane Moore, President at Hunt Big Sales

Since many years our management successfully uses Pipeliner, where they can get a real time overview of all internal sales activities simply per click of a button. More importantly, our sales team love to use it and, as a result, we were able to track a tremendous increase in sales.

Florian Goebel, Managing Director at Gefen

Pipeliner – a great strategic sales tool to keep your sales opportunities on track. The system helps the Sales Team to track affords into money. Easy to handle, nearly everywhere available and suitable with almost all common tools like outlook. Pipeliner gives a quick and detailed overview about leads and opportunities. It´s easy to set up and a tool that supports companies to bring a structure in the sales circle.

Markus Brauner-Scharm, Sales Support at ManpowerGroup

Pipeliner provided us with an interface where we can assign and follow-up leads, a highly customizable way of setting targets and monitoring performance, as well as great reporting tool with chart and dashboard capabilities. We have managed to customize Pipeliner to fit exactly the business requirements of our sales team, with very little IT knowledge required. Our sales team has managed to get up to speed with Pipeliner within a couple of days, working both on their laptops and their tablets. The Pipeliner support team was always available to help, not just with answers to our questions, but also with positive suggestions on how to better use the software. We are really excited about Pipeliner and we look forward to new functionalities and improvements in the future.

Andreas Neocleous, Senior Manager at MTN Business

Pipeliner does something very unique and innovative. It puts the sales pipeline right in front of you to work from and monitor so you can keep your mind set on the opportunities. It also allows you to bring your leads right into the pipeline from the same screen to give you an incentive to keep calling.

Matt Sawicki, Marketing Communications Specialist at Quest RMG

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