Top Pipeliner Alternatives

This is a customer relationship management system that serves information to your sales team in ana efficient manner to increase the accessibility of data. It also automates the business processes related to marketing by a set of tools that create self-running workflows.

Easy to use

Pipeliner provides a CRM interface that is highly adaptable and easy to use. Sales teams require quick access to relevant information at all times. This accessibility is ensured by maintaining a uniform navigation system across all the ap so that your sales reps become acclimated to the system. All the metrics are visualized rather than focussing on text to increase readability and transfer information faster to people. Content on the dashboard is organized in a logical format to improve access and provide that data first, which can be required most.

Automate business processes

Automatizer is a tool offered by Pipeliner to help you automate various business processes by creating workflows that are triggered when required. Users can schedule tasks that run when a specific criterion is met. No coding capabilities are necessary to design the workflows as a point, and click interface is available, which lets you effortlessly create them graphically. Alerts can be set up, which send emails automatically when a new action is taken.

Integrate and report

Pipeliner can be integrated with other core systems of your organization without much hassle. All your previous data can be imported from databases or the CRMs you have been using. Similarly, data can be exported in a variety of formats to expedite information transfer. An extensive library of add-ons is also provisioned to enhance the capabilities of the software.  Reports can be generated from any page in the framework, and they span a variety of topics such as standard, pivot based, and advanced intelligence reports.