Custom Pipeliner CRM dashboards
Build customized Pipeliner CRM dashboards that visualize your business metrics and KPIs in real time. Import your data directly from Pipeliner CRM and create your own dashboards.
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About Pipeliner CRM
Pipeliner CRM is a technology platform that brings together sales force automation and key account management and helps salespeople manage their pipeline and drive revenue growth.
Additional help
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Create real-time Pipeliner CRM dashboards with Plecto
Our Pipeliner CRM integration enables you to create a full overview of your sales KPIs in real time. Create fully customized Pipeliner CRM dashboards with Plecto and add value to your KPIs through meaningful visualizations.
Display your business metrics on a variety of widgets, including graphs, speedometers, charts, tables, and more. Add conditional colors to your KPIs to help you easily identify the progress towards your goals.
Make use of Plecto's unique gamification features by creating leaderboards and contests that spark motivation among your sales team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a milestone or closing a sale.
With Plecto's integration to Pipeliner CRM, you can create and configure dashboards focused on your leads, accounts, opportunities, and contacts. With Plecto, you can display your sales KPIs on dashboards on TV screens in the office, on your computer, or access them from your mobile device with our iOS and Android apps.
What types of data can you import from Pipeliner CRM?
Leads
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Contacts
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Accounts
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Opportunities
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
