Streamline your data management process with the 17hats + Pipeliner CRM integration

17hats is a cloud-based business management platform that automates the entire business process. 17hats is aimed at a wide range of small companies and provides tools that allow you to manage various operations such as planning, billing, meetings and much more.

17hats ensures that companies focus primarily on work by automating critical business activities and allows users to create new leads in seconds.

The intuitive 17hats user interface helps users to instantly respond to customer requests in order to improve relationships with them.

Pipeliner CRM is an intuitive software for managing customer relationships, strongly focused on sales activities. It prioritizes the engagement between salespeople and leads/opportunities, including visual sales reports/insights accessible in real time and collaboration tools. In this way, sales team leaders can easily monitor all the team activities and the entire sales process.

Pipeliner CRM separates the contacts management in sections, splitting up the entire contacts database based on the deal stage. You’ll have several sections: account, contacts (useful for B2B businesses), leads and opportunities. Another section has been designed for the activities management, in order to organize all the steps that should be taken to turn leads in opportunities. For all of these sections, Pipeliner CRM provides automation features available for nurturing purposes, tasks and activities, as well as for move the contacts from stage to stage in an automatic way.

The Sales Pipeline includes the whole sales cycle, starting from lead generation and lead management up to closed deals and further. It offers detailed visual insights that also concern sales velocity, health of the pipeline(s) and performances against the goals.