Pipeliner CRM

Use Approvals processes for Accounts, Contacts, Leads, Opportunities or Quotes whenever Approval is required by your working practices

Working with Approval Processes

Apply guided selling practices to your sales process by using the sales activities checklist for each pipeline step

How to leverage the power of the Buying Center for influencer-mapping in Opportunities and Leads

Working with Leads using Processes and Lead Forms to effectively manage them to Qualification

Learn how to use Fitness to enhance your view of the health of Opportunities in your pipeline(s) and Leads

How to create and manage Quotes for customers and prospects, including revisions and multiple options for an Opportunity.

Everything you need to empower you sales team to outperform the competition - Lead, pipeline and contact management including using the Buying Center

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