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Pipeliner Concepts—Product and Price Lists
Blog / Pipeliner CRM / Sep 9, 2021 / Posted by Nikolaus Kimla / 1586

Pipeliner Concepts—Product and Price Lists

1 comment

Continuing our series on Pipeliner concepts, let’s now look its completely unique product and price lists feature. Pipeliner is the only CRM offering that allows you to create an extremely flexible product list—one in which you can attach products to different pipelines and product lines.


To start with, you need to create product categories into which all of your products fall. Pipeliner allows you to create these different categories, making products easier to find.

Product Lists

Once you’ve created categories, you can then organize the products you have in your system.

Products can, of course, be assigned descriptions and SKU numbers. Plus, Pipeliner allows you to easily import and export products from your lists. This can also be done over APIs.

The most important point for you to consider is that products can then be correlated with the different pipeliner processes to which they apply. A product may apply to all pipelines, or perhaps only to one specific pipeline. It can also happen (and often does) that different company divisions have separate product lines.

Back in the earlier days of CRM, there was only one pipeline available. This was because many companies corralled salespeople into a single sales process. For Pipeliner, this was conceptually the most significant barrier we had to overcome because a salesperson is not selling a process, but a product. Hence, (as we covered in our previous article), we created multiple pipelines, to which products could be assigned where they actually applied.

To provide a real-world example, do you think General Electric (GE) only has a single sales process for their entire product line? Clearly, there is no chance that a jet engine would have the same sales process as a medical device.

Price Lists

Once you have your products categorized and listed, you can then create price lists. A price list can be created and edited at any time.

For each product, you can customize forms and fields for flexibility.

You can also set up product line items so they can be instantly associated with particular opportunities.

To summarize, Pipeliner CRM allows flexible and rapid product

  • categorization
  • organization
  • price-lists
  • line items
About Author

CEO and partner of and the uptime ITechnologies, which I founded in 1994 and has since played a significant role in the development of the IT-environment. pipeliner is the most innovative sales CRM management solution on the market. Pipeliner was designed by sales professionals for sales professionals and helps close the gap between the requirements of C-level executives for transparency and the day-to-day operational needs of field and inside sales. I am also the founder and Initiator of the independent economic platform GO-AHEAD!, which orientates itself on the principles of a free marketplace in terms of liberal and social responsibility. Connecting people, the trust of business leadership in terms of values such as freedom, self-responsibility, and entrepreneurial spirit, and strengthening their awareness in order to create a dynamic boost within the economy triggered through spontaneity, all stand for the initial ideas surrounding GO-AHEAD! I studied in Los Angeles and Vienna and received my Masters's Degree in 1994. I am married and have 3 children My Specialties are in: Sales Management, Sales CRM Software, CRM Cloud Solutions, SAAS, Business Strategy, Software Development, "Pipeline Management", Social responsibility, outbound sales, b2b sales, inside sales, sales strategy, lead generation, sales process, entrepreneurship, coaching, mentoring, speaker, opportunity management, lead management, Austrian School of Economics

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Comments (1)


Boniphace Maruchu commented...

Using Pipeliner CRM will give you an opportunity to create/add a categorized price list for your products or services whereas it can be modified/edited at anytime. With this feature mean will save time during sales operations.

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