Pipe Manage

PipeManage is the sales pipeline for rep agencies, manufacturers and their field teams. Every deal, customer, call and visit in one place, on your phone, your iPad and the web. YOUR PIPELINE, THE MOMENT YOU OPEN IT See your open pipeline, what is closing in the next 30 days, what you won this month and what is due today. Pipeline by stage and by product line, always current. EVERY CUSTOMER, ONE TAP AWAY Each customer has its people, open deals, open tasks, samples and a journal of every call, visit and email. Call, log a visit, add a task or get a short briefing before a meeting, straight from the customer's page. SAY WHAT HAPPENED Tap Speak and say it in your own words. PipeManage turns one sentence into the visit, the follow-up task, the sample or the deal it describes, against the right customer and person, for you to check before anything is saved. Speech is turned into text on your phone. (Voice entry is available when your company turns it on.) SCAN A BUSINESS CARD Take a photo of a card and it becomes a contact, ready to check and save. WORKS WITHOUT SIGNAL Plant floors and basements have no reception. Everything you log is kept on the phone and sent automatically when you are back online. DEALS BY STAGE Browse deals as a list or, on iPad, as a board with a column per stage. Drag a deal to move it along. Stage colors match what your administrator set on the website. NEXT UP, EVERY MORNING Tasks due today and the deals that need a nudge, each with the reason why: closing soon with nothing logged, past its close date, a sample due a follow-up. BUILT FOR TEAMS Everyone sees exactly what their role and territory allow, the same as on the website. Entries are saved under the name of the person who made them. SECURE BY DESIGN Sign in with your company account. When an administrator deactivates someone, their access ends at once, and the app erases its data from their phone the next time it connects, or after seven days without checking in. PipeManage requires an account set up by your company's administrator. Learn more at pipemanage.com.