PipelinePLUS

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

New features:
— KPI Dashboards inside Viewer (if your firm has licensed it)
— Streamlined revenue reporting
— Ability to delete Targets
— New notifications for sharing
— Better support for push notifications
— Better handling of redirects when clicking on links

Bug fixes:
— The beginning date range in Viewer reports is now correct
— Spacing on Insights has been fixed for certain situations
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Additional Information

Updated
December 21, 2021
Size
23M
Installs
100+
Current Version
2.1.4
Requires Android
4.4 and up
Content Rating
Everyone
Permissions
Offered By
Ackert, Inc.
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