Only Project Pipeline has Blue Book ‘Business Intelligence’ built-in so you and your team have the critical information needed to make smarter business decisions.

Project Pipeline is built for anyone looking to streamline and manage their sales process – and win more work!

Contractors! Suppliers! Manufacturers!

From lead to contact management, Project Pipeline will help you automate each critical phase of the sales process:

 

Manage Your Opportunities

Simplify your sales process and win more work. Project Pipeline - Your Projects. Your Pipeline. Your Way.

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Product Training Videos


Project Pipeline Basics:
Scheduling and Managing Activities
Quick Composing E-Mail
Keeping Notes and Recording Important Activities
Editing Records
Record Assignment and Visibility
Customizing SubPanel Layout
Importing E-Mails and Creating Records off of E-Mail
Scheduling and Managing Activities

Project Lead Mgt: 
Converting Project_Leads Into Opportunities
Creating and Saving Advanced Searches

Opportunity and Client Mgt:
Customizing Your Bid Board Layout
Creating_Opportunities
Adding Additional Clients to an existing Project Opportunity
Uploading Documents Linking Online Plan Rooms