We discovered long ago that when it comes to CRM, it really matters how data is viewed. That is why Pipeliner CRM has, from the beginning, been developed to be the most visual CRM on the market. It is instant intelligence, visualized.
But no 2 companies are alike–and neither are no 2 salespeople or sales managers alike. That is why we offer a multitude of views of your CRM data.
Pipeliner offers you many ways to visualize and instantly filter data so that you can have the precise view you need. Filter options allow you to filter and view tasks based on any field. Views that will be regularly used can be saved.
Pipeliner’s Pipeline View is a graphical representation of your sales process. From left to right, opportunities are shown within the sales process stages in which they currently reside. You can hover over them or click on them for further detail.
The Pipeline View also applies to Pipeliner CRM’s unique Archive, where lost deals are stored complete with all data.
Bubble Chart View
Another very useful view of opportunities is our Bubble Chart View. This view is a 3D map of opportunities which include 3 crucial dimensions: the sales process stage in which the deal resides, the estimated close date and the deal size.
With Pipeliner’s Compact View you can, at a glance, view the last time a prospect was touched, the sales opportunities that involve them, and activity from their running feed (latest internal messages, social CRM updates or emails).
Compact View can be applied to opportunities, leads, accounts, contacts, and opportunities within the archive.
Pipeliner’s Card View is the large, detailed view of a lead, account, or contact, showing all relevant data.
With our list view, you can see your leads, opportunities, accounts, contacts or opportunities with the archive in a column/row format, totally customizable for your particular needs.
If you haven’t done so, experience Pipeliner CRM’s many views for yourself. Download your free trial today.