Pipeline Manager: Pricing, Free Demo & Features

Name: Pipeline Manager
Rating: 5 (1 reviews)

Last Updated Sep 2, 2026

Overview

Pipeline Manager software provides a transformative layer of qualitative insight for Salesforce users, aiding in both relationship management and process optimization. While documentation gaps may hinder user workflows, its strategic benefits make it a compelling choice for sales transformation.

Overall Rating

Based on 1 users reviews

All Reviews

Rating Distribution

Positive

100%

Neutral

Negative

Starting Price

Custom

Pipeline Manager Specifications

Lead Management
Sales Pipeline Management
Contact Management
Sales Automation
Activity Tracking
Reporting And Analytics
Performance Tracking
Sales Forecasting
Email Integration
Document Management

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What Is Pipeline Manager?

Pipeline Manager software is a comprehensive qualitative overlay designed to disrupt traditional CRM experiences by shifting the focus from sterile data entry to narrative-driven sales strategy. It integrates with Salesforce to provide visual storytelling for deals, enabling reps to plan and strategize through a clear visual language. By incorporating Pipeline Manager features like the Renew pipeline for account management and Dateline views for forecasting, it helps businesses of all scales capture the other 90% of the story.

Pipeline Manager Pricing

Pipeline Manager offers the following pricing plan:

Basic: $49.00/user/month

Request a custom Pipeline Manager pricing plan that meets your requirements.

Disclaimer: The pricing has been sourced from third-party sites and is subject to change.

Pipeline Manager Integrations

The Pipeline Manager software supports integration with multiple systems and platforms, such as Salesforce AppExchange. Watch the Pipeline Manager demo to learn more about its integration arrangements.

Who Is Pipeline Manager For?

Pipeline Manager is ideal for a wide range of industries and sectors, including:

SaaS and technology
Oil and gas
Professional services
Financial services
Real estate development
Manufacturing and distribution
Healthcare and life-sciences

Is Pipeline Manager Right For You?

If your organization is struggling with low CRM adoption or inaccurate forecasting that relies on gut-feel probabilities, Pipeline Manager software is an essential consideration. It is particularly effective for teams that need to scale best practices across a diverse or growing workforce. It empowers leaders to steer the future rather than just reporting on the past.

Still doubtful if Pipeline Manager is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Pipeline Manager Features

Qualitative CRM

This feature adds a rich layer of qualitative selling to standard databases. It recognizes that numbers alone cannot explain why representatives fail to close deals. By blending science with art, users capture deep strategic insights very effectively.

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Account Management

Professionals use this tool to manage relationships with current customers effectively. It enables teams to find specific clients and set comprehensive plans for managing them better year after year.

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Renew Pipeline

The Pipeline Manager software includes a specialized area for tracking contract renewals and attrition rates. Users set milestones to monitor current customer contracts diligently. This dedicated system encourages active doing rather than just talking, which significantly improves their ongoing retention.

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Slice And Dice

These specialized tools allow users to slice and dice data to zero in on client trends. By clicking these buttons, sales teams identify growth drivers. It offers high value for companies with this enhanced visibility.

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Team Guidance

Management can guide their team skill by skill and step by step within minutes. This capability disrupts traditional CRM limitations. This tool can transform the daily team performance results for businesses.

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Pros And Cons of Pipeline Manager

A quick look at Pipeline Manager's strengths and weaknesses to
help you decide if it's the right fit

Pros

The platform instantly creates a clear, visual representation of the sales funnel
The interface is simpler and easier to use than working directly inside Salesforce
Colorful pipeline visuals help sales reps and managers track deal stages more effectively
The Sales Processor feature provides call scripts that support outbound telemarketing

Cons

The amount of available training materials is limited
The platform would benefit from more video-based training resources

Pipeline Manager Reviews

Insights from real users on Pipeline Manager’s features,
performance, and overall experience.

Total 1 reviews

All reviews are from verified customers

Rating Distribution

Stars

100%

Stars

Share your experience

Scott S.

Small Business, 11-50 employees

5.0

January 2012

“saved us hours”

Pros

The trial period was pretty fun and connecting it with SFDC took very little effort. The application itself is simple to use and I really appreciate the visual layout of my company's sales funnel. Also it takes less time to enter data here than it does in SFDC which has been a big plus. On top of that the online support team responds quickly whenever I need help.

Cons

One area that could be better is the amount of training material currently available. The built-in help is useful, the feedback button is responsive and the training sessions were enough to get me up and running but adding some video-based training would make the learning experience even better.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What language does Pipeline Manager support?

Pipeline Manager is primarily available in English.

Does Pipeline Manager have a mobile app?

There is no information available about a Pipeline Manager mobile application.

What level of support does Pipeline Manager offer?

Pipeline Manager offers support via phone.

What types of pricing plans does Pipeline Manager offer?

Pipeline Manager price starts at $49 per user per month for the Basic plan. You can also request a custom Pipeline Manager cost quote tailored to your specific business needs.

Who are the typical users of Pipeline Manager?

Pipeline Manager is well-suited for organizations across a broad range of industries, including SaaS and technology, oil and gas, professional and financial services, real estate development, manufacturing and distribution, as well as healthcare and life-sciences.

Does Pipeline Manager offer an API?

Yes, there is no information available about a Pipeline Manager API.

What other apps does Pipeline Manager integrate with?

Pipeline Manager supports integration with a variety of systems and platforms, including availability through the Salesforce AppExchange.