PipelinePlus FAQ

Your Path to Smarter Business Development

Curious about how PipelinePlus can transform your firm’s business development? Our FAQ answers key questions to help you understand why our platform is trusted by professional services firms worldwide, with simple, actionable tools to grow your practice.

What is PipelinePlus?

PipelinePlus is an intuitive sales pipeline management tool designed for service professionals and BD teams. It simplifies managing key client relationships and provides administrators with powerful analytics to track progress and drive growth, making your BD efforts focused and effective.

Who is PipelinePlus for?

PipelinePlus is built for busy attorneys, consultants, and BD professionals who need an easy way to organize and prioritize their business development. Our user-friendly interface and smart reminders ensure your limited BD time is spent on high-value relationships that deliver results.

How does PipelinePlus differ from a CRM?

Unlike complex CRMs that focus on database management and mass emails, PipelinePlus is a streamlined BD tracking and training tool. It’s designed for simplicity, helping you focus on your “short list” of key relationships for business or referrals. Our platform boasts higher user adoption rates than CRMs, especially with management support and optional coaching.

Does PipelinePlus integrate with a CRM?

Yes, PipelinePlus seamlessly integrates with any platform that supports a REST API, allowing you to enhance your existing CRM with our targeted BD tools and analytics.

What size firms use PipelinePlus?

From local boutiques to global firms, PipelinePlus scales to meet the needs of professional services firms of all sizes, offering tailored solutions for individual professionals and large teams alike.

Can I license PipelinePlus for an individual user?

Absolutely. Our PipelinePlus Essentials plan is perfect for individual users, offering core BD features. For firms with 5+ users, PipelinePlus Teams includes advanced dashboards for performance oversight and dedicated support from our Client Success Team for onboarding and training.

Is there a limit to the number of opportunities I can track?

No limits—you can track as many relationships as you’d like. We encourage focusing on high-potential contacts, and our sort/filter tools make it easy to prioritize and manage your pipeline efficiently.

Do you offer a mobile app?

Yes, PipelinePlus includes a mobile app for iOS and Android with every standard license, so you can manage your BD on the go with ease.

What adoption support does PipelinePlus provide?

With PipelinePlus Teams, our Client Success Team offers comprehensive onboarding, training, and ongoing support to align with your firm’s goals. Regular check-ins help troubleshoot obstacles and maximize BD results. Upgrade to PipelinePlus Coaching for personalized 1-on-1 guidance to ensure every user thrives.

How is my data stored?

PipelinePlus is a secure, cloud-based platform with industry-leading security protocols comparable to major banks, keeping your data safe and accessible.

What happens if I stop using PipelinePlus? How do I retrieve my data?

You can download your data anytime via the Controls button in the app or contact our Client Success Team through in-app Chat for assistance, ensuring a smooth transition if you choose to leave.

I’m a current user—where can I find help using the software?

Click the “Need Help” button in the app to access our Resource Center, use the Chat feature for real-time answers, or email our Client Success Team at support@pipelineplus.com for personalized support.

Ready to Transform Your Firm’s BD?

Discover how PipelinePlus can simplify and supercharge your firm’s business development. Schedule a demo today to see our platform in action and explore the right plan for your team.