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.
We continuously work on bug fixes and improvements. Make sure Automatic Updates are on to make sure you don't miss out.
New features:
— Simplified UI/UX for reports in Viewer, including a new Date Range picker
— New category descriptions in Trainer
— Various fit-and-finish details and stability improvements
Bug fixes:
— Viewer user/group bug
9Apps 4.9
