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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Sterling Stock Picker is a highly acclaimed stock-selection software that enables users to invest with confidence, catering to individuals of all experience levels. The platform boasts an intuitive interface that assists users in assessing their risk tolerance, choosing stocks that resonate with their personal values, and creating a well-rounded investment portfolio. Among its standout features is the North Star Ranking System, which offers straightforward recommendations—buy, sell, hold, or avoid—derived from an in-depth evaluation of more than 60,000 publicly traded firms. By incorporating real-time information, social sentiment analysis, and financial metrics, the software provides valuable insights that can inform investment decisions. Users are also supported by Finley, an AI-driven financial coach that offers tailored advice and strategic insights for their investment journey. Furthermore, the Sterling Stock Picker enhances user knowledge through its PRO$PER system, which includes a variety of on-demand courses aimed at improving financial literacy and investment acumen. This holistic approach not only empowers users to make informed choices but also fosters a growing community of educated investors.

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

$29 per month
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours No 
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 Yes 

Vendor Details

Company Name

PipelineManager

Country

United States

Website

www.pipelinemanager.com

Vendor Details

Company Name

Sterling Stock Picker

Country

United States

Website

sterlingstockpicker.com

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 

Product Features

Alternatives

Alternatives

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