PipelinePLUS

100+
Downloads
Content rating
Everyone
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About this app

This app requires a paid PipelinePLUS account. If you don’t have a corporate PipelinePLUS account, ask your administrator about implementing PipelinePLUS at your firm or visit https://www.ackertinc.com/pricing/ to view pricing options.

PipelinePLUS is a user-friendly relationship management system that focuses on the relationships that matter most to you and your business. The all-in-one tool tracks existing contacts, converts new customers, and provides guidance throughout the business development life cycle.

It has five key features that help you grow your pipeline.

1. TARGETS. Our clean interface helps you prioritize and stay connected to the people in your network with the highest business potential. Because business development is about people, not just tasks.

2. SHARING. Collaborate with your colleagues to close more business. Cross-sell more easily, expand client relationships, and gain better visibility into your business opportunities.

3. INSIGHTS. Our system uses AI developed from decades of business development coaching to guide your next action.

4. TRAINER. Our e-learning curriculum of videos, worksheets, and action steps delivers tried-and-true techniques that every business developer needs to be successful.

5. REPORTS. If you’re in a management role, we provide a performance oversight dashboard, so you can direct a more productive team.

PipelinePLUS integrates with your Outlook calendar as well as most CRM platforms, eliminating the need for double-entry.
Updated on
Jul 26, 2022

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info and Device or other IDs
Data is encrypted in transit
You can request that data be deleted

What's new

Feature Updates:
*Target-Level Notes
*Notes will now persist throughout the lifespan of a target.
*Notes can be entered / viewed on the "Notes" tab of a target.
*View notes from anyone you are collaborating with on a target.
*Any current notes on a target will be automatically converted to the
new notes format