Frequently Asked Questions
What is PipelinePlus?
PipelinePlus is a simple pipeline management tool for service professionals and business development teams. It helps users manage key business relationships. For administrators, it provides analytics for progress tracking and oversight.
Who is PipelinePlus for?
PipelinePlus is for busy service professionals who need a simple way to organize their business development efforts. PipelinePlus intuitive interface and reminder system help users manage their critical business relationships efficiently, ensuring their limited business development time is wisely spent.
How large are firms that are using PipelinePlus?
We work with firms of all sizes, from boutiques to global firms.
Can you license an individual module of PipelinePlus?
You can license individual modules separately, or license the entire platform for a powerful business development advantage.
Is PipelinePlus a CRM?
Not exactly – a CRM (customer relationship management) system is a database that archives information on client relationships and contact information. PipelinePlus is an all-in-one business development training tool & pipeline management platform that is much simpler to use than a CRM system. Our Pipeline module encourages the user to focus on a short list of their active business opportunities. While service professionals often fail to adopt & use CRM, PipelinePlus users experience a much higher user adoption rate of 75-80%, especially when coupled with management and coaching.
Is there a limit to the number of opportunities I can track?
No, you can enter as many contacts as you want. The sort/filter functionality helps you quickly find specific relationships.
Where is the data hosted?
PipelinePlus is a cloud-based platform. Our security features are highly advanced and are comparable to those provided by many major banks and financial institutions.
What happens if I leave PipelinePlus? How do I retrieve my information?
We’re happy to assist you in your transition from our software. You can always contact us if you’d like us to walk you through the process.
Do you have a mobile app?
Yes, PipelinePlus is available as an iOS or Android mobile app as part of a standard licensure.
I’m already a PipelinePlus user, where can I find guidance using the software?
Visit our Help Center for answers to your questions about using the software. You can also get direct help from our Client Success Team by emailing email@example.com.
What about Practice Pipeline, or Practice Boomers?
We’ve updated the interfaces and expanded the functionality of both products and brought them under one convenient software platform. Practice Pipeline is now under the PIPELINE module, and Practice Boomers is now under the TRAINER module.