PipelinePlus Discussions

PipelinePlus

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PipelinePlus is a relationship management system for the busy professional. With our quick setup process, you’ll have a sales pipeline up and running in just 5 minutes. PipelinePlus prioritizes your most important relationships and provides recommendations on how to close new business. Built-in tutorials provide business development best practices so you always know what to do next. And our monthly Focus sessions provide a forum for engagement and adoption. PipelinePlus integrates with your Outlook calendar and your CRM. Use it as a standalone tool or as a CRM power app to boost user adoption.

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All PipelinePlus Discussions

# What is PipelinePlus used for? What is PipelinePlus used for? ##### Post Metadata

- Posted at: over 2 years ago - Author title: Pinned by G2 as a common question

# Do you have a free trial? Do you have a free trial? ##### Post Metadata

- Posted at: over 7 years ago

- Net upvotes: 1

# What happens if I leave Practice Pipeline? How do I retrieve my information? What happens if I leave Practice Pipeline? How do I retrieve my information? ##### Post Metadata

- Posted at: over 7 years ago

- Net upvotes: 1

# Do you have a mobile app? Do you have a mobile app? ##### Post Metadata

- Posted at: over 7 years ago

- Net upvotes: 1

# Is there a limit to the number of opportunities I can track? Is there a limit to the number of opportunities I can track? ##### Post Metadata

- Posted at: over 7 years ago

- Net upvotes: 1

# How large are the firms that are using Practice Pipeline? How large are the firms that are using Practice Pipeline? ##### Post Metadata

- Posted at: over 7 years ago

- Net upvotes: 1

# Is Practice Pipeline a CRM? Is Practice Pipeline a CRM? ##### Post Metadata

- Posted at: over 7 years ago

- Net upvotes: 1

# Where is the data hosted? Where is the data hosted? ##### Post Metadata

- Posted at: over 7 years ago

- Net upvotes: 1

# Does Practice Pipeline integrate with CRM or Outlook? Does Practice Pipeline integrate with CRM or Outlook? ##### Post Metadata

- Posted at: over 7 years ago

- Net upvotes: 1

# If I enter a task into my Dashboard, will it appear on my calendar? If I enter a task into my Dashboard, will it appear on my calendar? ##### Post Metadata

- Posted at: over 7 years ago

- Net upvotes: 1