Pipeliner is a CRM application for sales representatives and teams. Its visual pipeline arranges opportunities by sales stage, from qualification to closing, while lead tools support campaign assignment and prospect qualification. An address book organizes contacts and accounts, and tasks, appointments and reminders help coordinate follow-up. Dashboards and management reports give teams an overview of sales performance.
| Author: | Pipelinersales Corporation |
| License: | Trialware |
| Price: | $22.00 |
| Released: | Mar 24, 2020 |
| File size: | 4.20 MB |
| Downloads: | 276 |
| Keywords: | lead tracking software, business mangement, sales organizer, Pipeliner CRM, sales team collaboration, Pipelinersales Corporation, Business Software, sales, CRM software, sales crm software, Customer Relationship Management, management, CRM, sales reporting dashboard, sales pipeline management, Windows 10 Application, contact management crm, Sales Management |
| Author URL: | https://www.pipelinersales.com/ |
Pipeliner is a customer relationship management application for sales representatives and teams that need to organize leads, contacts, accounts and active deals. Its workflow centers on a visual sales pipeline, where opportunities are arranged by sales stage from initial qualification through to closing. This gives individual sellers and managers a shared view of where deals stand and which may need attention, while a structured process helps teams apply consistent methods across their sales work.
The opportunity tools support each stage of a deal with sales guides, templates and progress tracking. Teams can define a sales process and use it to keep opportunities moving forward, rather than relying on separate notes or informal updates. Lead management provides a place to record prospects, assign them to campaigns and apply qualifying criteria before committing sales resources. Qualified leads can then be converted into opportunities, connecting early prospect work to the pipeline and subsequent follow-up.
An address book holds account and contact information, including business and personal details. Users can relate contacts to organizations, evaluate individuals, and create organizational charts from stored information to identify decision makers. Contact data can integrate with Microsoft Outlook or other CRM applications. Activities linked to an opportunity can include tasks, appointments and reminders; tasks can be shared or delegated among colleagues to coordinate follow-up. Team collaboration tools let members communicate and share information, manage territories, and align strategies and practices around the sales process.
For oversight, a dashboard presents key sales figures at a glance for individual representatives, departments or countries. Management reports provide a more detailed view for reviewing results beyond the dashboard summary. These reporting features can help sales managers monitor progress and compare activity across teams, while representatives can use the pipeline and activity controls to plan their next steps on specific deals.
Pipeliner is intended for organizations that want to manage the sales cycle, prospect records and team activities in one application. It is offered as trialware and is available for Windows 10 and Windows 11. The application also supports older Windows 8 systems. Its file size is approximately 4.3 MB. Teams should check their required integrations and workflow needs when evaluating it, particularly where contact records are maintained in other CRM tools.