Integrate WORKetc with Pipeliner CRM

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.