PipelinePLUS is a simple relationship management system that keeps you focused on the relationships that matter most. Then it shows you exactly what to do with them to win new business.

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 into your Outlook calendar as well as most CRM platforms, eliminating the need for double-entry.

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.
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What's New


Our user base and features have grown so much that we have rebranded to celebrate. This app is now called PipelinePLUS, powered by Ackert, Inc. All our features are built on top of pipeline management, and now include all of our new-business offerings in one place: pipeline, e-learning, AI-driven insights, and analytics/reporting for managers. We have also built new features into the app, such as two-factor authentication and new categories for Insights.
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Additional Information

August 24, 2020
Current Version
Requires Android
4.4 and up
Content Rating
Offered By
Ackert, Inc.
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