Designed to integrate seamlessly with legacy Microsoft Dynamics systems, this tool brings the benefits of Pipeliner CRM to Dynamics users with minimal investment or downtime.

Pipeliner is a proprietary visual tool that engages sales organizations to manage the sales process from lead to close; defines milestones within the sales process to reduce risk and increase predictability; and specifies key activities within each sales stage needed to move sales opportunities forward. Pipeliner CRM allows organizations to interpret data utilizing the four main types of analytics–– descriptive, diagnostic, predictive and prescriptive analytics.

This AI-powered reporting agent delivers real-time analytics on pipeline health, customer engagement, and team performance. It enables users to generate reports using AI prompts and interact with the AI Agent through a chat interface to refine report structures and access chat history.