Pipeliner is a powerful customer relationship management solution that enables you to work both offline and online, and keep track of all your current sales or possible new clients.
The Pipeliner desktop application runs on the Adobe Air platform, so you must have it installed on your Mac beforehand. In addition, you must register for a Pipeliner account and invite more people to your workspace.
Well organized CRM solution that automatically syncs with the cloud
Within the Pipeliner main window, you are able to keep track of your sales pipeline, current leads for new customers or new contracts, upcoming activities, and so on. Thanks to its tabbed interface design, moving between different areas is extremely intuitive.
At the same time, you get to monitor the stages of each particular sale, going from initial meetings to presentations, proposals, commitments, and delivery. The utility also enables you to integrate products details in order to streamline the overall workflow.
Keep a close eye on upcoming tasks, and analyze your productivity level
Within the Pipeliner Timeline panel you get to see the list of tasks that need to be performed in the next period of time, together with details about the sales step that it represents, the sales account, the sales unit, the closing date, the opportunity value, and so on.
Furthermore, in the Pipeliner Reports area, the application automatically generates graphs for different aspects of your activity: top won opportunities, top lost opportunities, the won opportunities compared to your goal, and so on.
Powerful CRM application that can increase your productivity level
To conclude, Pipeliner integrates both management and analysis capabilities, and can help you track the activity of your sales team in an efficient manner. Moreover, the workspace can be accessed by multiple users, which means that in can improve the team’s communication.