PipelinePlus 4+
Advance your key relationships
The Ackert Advisory
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- Free
Screenshots
Description
PipelinePLUS is a user-friendly relationship management tool that focuses on the partnerships that matter most. Converting new customers? Tracking existing contacts? Seeking guidance on next steps? PipelinePlus is the all-in-one tool that eases your steps in the business development life cycle.
PipelinePLUS has five key features that help 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. Business development is about people, not just tasks.
2. SHARING. Collaborate with colleagues to close more business deals. Easily cross-sell, 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 strategically 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 succeed.
5. REPORTS. For management roles, we provide a performance oversight dashboard, so you can direct more productive teams.
PipelinePLUS integrates with 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.
What’s New
Version 3.0.0
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
App Privacy
The developer, The Ackert Advisory, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Ackert Advisory
- Size
- 82.9 MB
- Category
- Business
- Compatibility
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- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 10.10.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
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English, Amharic, Arabic, Bengali, Bulgarian, Catalan, Croatian, Czech, Danish, Dutch, Estonian, Filipino, Finnish, French, German, Greek, Gujarati, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Kannada, Korean, Latvian, Lithuanian, Malay, Malayalam, Marathi, Norwegian Bokmål, Persian, Polish, Portuguese, Romanian, Russian, Serbian, Simplified Chinese, Slovak, Slovenian, Spanish, Swahili, Swedish, Tamil, Telugu, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese
- Age Rating
- 4+
- Copyright
- © 2022 Ackert, Inc.
- Price
- Free