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.pipelineplus.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. ASSETS. If you’re in a management role, we provide access to industry news, PipelinePlus toolkits, and much more.

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
Dec 20, 2023

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 isn’t encrypted
Data can’t be deleted

What's new

Core Updates: Enhanced performance and security with updated frameworks and dependencies.
Revenue Tracking: New dashboard feature for visualizing projected revenue, integrated into reports.
Target Status Update: Added "Lost" status for detailed target insights.
Renamed Status: "Completed" status changed to "Won" for clarity on target achievements.
General Enhancements: Various fixes and improvements for better usability and stability.