Frequently Asked Questions
PIPELINEPLUS is a simple pipeline management tool for service professionals and business development teams. It helps users manage key business relationships. For administrators, it provides analytics for progress tracking and oversight.
PIPELINEPLUS can be licensed as a stand-alone solution or integrated with your existing CRM (customer relationship management) platform.
PIPELINEPLUS is for busy service professionals who need a simple way to organize their business development efforts. PIPELINEPLUS's intuitive interface and reminder system help users manage their critical business relationships efficiently, ensuring their limited business development time is wisely spent.
We work with firms of all sizes, from boutiques to global firms.
You can license individual modules separately, or license the entire platform for a powerful business development advantage.
Not exactly - a CRM (customer relationship management) system is a database that archives information on client relationships and contact information. PIPELINEPLUS is an all-in-one business development training tool & pipeline management platform that is much simpler to use than a CRM system. Our Pipeline module encourages the user to focus on a short list of their active business opportunities. While service professionals often fail to adopt & use CRM, PIPELINEPLUS users experience a much higher user adoption rate of 75-80%, especially when coupled with management and coaching.
Yes, PIPELINE integrates natively with Microsoft® Outlook. We also offer easy integration with the CRM of your choice.
No, you can enter as many contacts as you want. The sort/filter functionality helps you quickly find specific relationships.
We're happy to assist you in your transition from our software. You can always contact us if you'd like us to walk you through the process.