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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Prepare to captivate investors and accelerate your growth. Eliminate uncertainty by showcasing compelling, data-backed figures that will leave a lasting impression. Collaborate with specialists to develop a reliable revenue projection that you can stand behind confidently. Our team of financial experts for startups will help you create a tailored financial model that resonates with you, ensuring you shine in front of potential investors. Experience an online financial model that's not only powered by your data but also automated and intelligent. With our user-friendly interface, you can craft a solid budget in mere minutes, all without needing to write any formulas. Adjust parameters effortlessly using our assumptions feature and straightforward UI. Integrate your accounting software, like QuickBooks or Xero, to automatically import your actual expenses and maintain an accurate budget. With just a few clicks, you can connect your financial model to your accounting system, allowing for real-time updates and enhanced future forecasting. Additionally, incorporate your sales pipeline data to refine your short-term predictions and improve your strategic planning. This comprehensive approach will ensure you are always prepared and informed.

Description

Retain all your data and dashboards as Pipeline Manager propels you into a new era. Sales representatives appreciate the Pipeline for providing them with insights on 'what's next.' It offers a straightforward and uniform visual framework for effective planning and strategizing. The selling process is already challenging enough, so there's no need to piece together vital information from multiple forms. Sales professionals require a single platform to narrate, assess, and strategize their intricate and comprehensive stories. Embrace the future now and take charge with the most groundbreaking and adaptable process tools available. Remain ahead of the trends with a system that is simple enough for a CEO to understand. Coaches can now effectively scale their valuable advice across the entire team in an instant. While traditional CRM providers often blame users for issues, we believe users have never been the problem; the CRM itself is the issue. Pipeline Manager challenges the conventional CRM model, transforming the user experience without compromising the integrity of our customers' data, reports, or dashboards. You retain all the significant benefits of a robust and secure world-class CRM while enjoying a transformative experience. Ultimately, we are not just improving the process; we are redefining how sales professionals engage with their tools.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
QuickBooks Online Yes 
Stripe Yes 
Xero Yes 

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
QuickBooks Online No 
Stripe No 
Xero No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Forecastr

Country

United States

Website

www.forecastr.co

Vendor Details

Company Name

PipelineManager

Country

United States

Website

www.pipelinemanager.com

Product Features

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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