Pipeliner

Pipeliner is a super handy customer relationship management tool that helps you keep an eye on your sales, whether you're online or offline. It’s perfect for tracking your current clients and spotting new ones!

Getting Started with Pipeliner

To use the Pipeliner desktop app, you need to have Adobe Air installed on your Mac. Once that's set up, just register for a Pipeliner account and invite others to join your workspace.

Track Your Sales Pipeline

The main window of Pipeliner lets you monitor your sales pipeline easily. You can see all your current leads for new customers, upcoming activities, and much more. The tabbed interface makes switching between different sections super easy!

Monitor Your Sales Stages

One cool feature is that you can monitor each sale's stages—from the first meeting to proposals and delivery. You can even add product details to help streamline everything.

Your Task List at a Glance

Pipeliner also has a Timeline panel that shows all the tasks due soon. You’ll find info about the sales step each task relates to, along with details like sales accounts and closing dates.

Reports Made Easy

The Reports section automatically generates graphs showing how you're doing. You can check out top won opportunities, lost opportunities, and see how those compare to your goals.

A Great Team Tool

In summary, Pipeliner is awesome because it combines management with analysis. It helps you keep track of what your sales team is up to efficiently. Plus, since multiple users can access the workspace, it really boosts team communication!

Find More CRM Tools

Pipeliner is featured in these download collections: CRM Tools