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 Easily track your opportunities and organize your teammates with Pipeline.









 Easily track your opportunities and organize your teammates with Pipeline.




Pipeline provides visibility, daily teammate and opportunity status checks, and team wide communications for easy document upload deliverables.






Track Your Pipeline Records

Six logical buckets based on the Shipley Model
Daily opportunity and contract updates
Create from any opportunity or contract record
Create manual pipeline records
Upload documents
Add record level notes
Real-time record alerts





Track Your Pipeline Teams

Build teams per pipeline record
Easily assign and track task deliverables
Daily company health checks
Document deliverable uploads
Add individual notes
Real-time document upload alerts
Find alternatives





Automatic Updates & Communications

Daily opportunity and contract updates with alerts
Daily teammate health check with alerts
Real-time teammate deliverable alert
Real-time teammate note alert