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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Participating in the field training process is fulfilling, yet managing the documentation can be challenging. With Pipeline, mentoring trainees becomes effortless and efficient. You can utilize your current documentation or take advantage of our ready-made templates, both of which can be tailored to suit your specific requirements. Effortlessly advance documentation through the workflow with just a few clicks, eliminating the need for printing, scanning, or emailing. Access your forms conveniently from any device, regardless of your location, which significantly reduces the chances of misplaced paperwork or delays caused by needing to wait for someone to be in the office. Additionally, you can view trainee data in real time, removing the frustrations of waiting for report generation or data entry. Pipeline is designed to help EMS organizations streamline, organize, and automate the training and precepting process for their new providers. It offers flexibility by being accessible from any device, enabling organizations to manage their precepting programs from virtually anywhere. Whether you choose to use your existing documentation, adapt one of our templates, or simply utilize our default options, Pipeline meets your needs effectively. The platform not only enhances efficiency but also fosters a better training environment for both trainees and preceptors.

Description

You can either enter your contacts manually or import them from existing sources, allowing the CRM to automatically align fields, identify duplicates, and rectify incorrect information, which simplifies the onboarding process. Moreover, the platform offers the ability to standardize your sales approach through workflows, sales scripts, and email templates, while also providing visibility into your sales pipeline and forecasts, making it easy to distribute sales resources across your team. Additionally, you can send mass emails to as many as 5,000 recipients daily and up to 150,000 monthly, execute drip campaigns, and effortlessly track metrics like open rates, click-through rates, and bounce rates to evaluate how well your campaigns are performing. The system also allows for the organization of essential documents that can be used in various workflows or specific scenarios, including call scripts, HR documents, PDF contracts, marketing materials, Excel files, and PowerPoint presentations, while utilizing over 100 tagging codes to streamline document modifications and save time. This comprehensive approach not only enhances productivity but also ensures that all team members have easy access to the necessary resources for their tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$59 per month
Free Trial Yes 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Pipeline

Country

United States

Website

pipeline.us

Vendor Details

Company Name

UGRU

Founded

2011

Country

United States

Website

ugru.com

Product Features

Product Features

CRM

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

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

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