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$49 USD per user per month Costs a fraction of your investment in Salesforce. Only ~$1 USD/person/day. Call to inquire: 1-877-END-8020.

Discounts available for nonprofits



Listed On


Latest Release


A coaching dream. People, Process & Technology: One stop, Aligned, Fast

Gartner says 90% of all CRMs don't see an ROI. ##Is it something you're doing wrong? ##Maybe it's CRM.####Let's reboot CRM!##Make it:##Graphic##Guided/process-centric##Fast/organized##A coaching dream

  • The clearest view of the Pipeline on the market today - plus filters for instant Pipeline slices.
  • Adoption is instant. Users start with a spreadsheet that helps them improve their SELLING skills (and not their IT skills).
  • Pipeline Manager forecasts are NOT a time-consuming (sales-time-wasting) weekly activity. They are the end result of processes that capture the customer's intentions. Why play IT roulette-analytics when you can ask the customers what they intend to do?
Check our reviews. They are from real, paying customers. They have changed from reluctant users of CRM to people who embrace working with tools that help them to sell smarter every day. And studies show that improving skills is a better motivator than any compensation scheme.####Our clients use our spreadsheet to update 10 opportunities in less than a minute. More time for selling. Adoption is a no-brainer.####Users are guided (not playbook-forced) to ask the key questions about what the customer wants. ##Your sales processes are transformed into invaluable time and keystroke saving assistants that map out every step of your best practice. Everyone on the team has a better shot at becoming the next top performer.####Managers review the full story of each opportunity. AND they see trends across a whole Pipeline.####- Ultra-fast - because it is outrageously simple and clear##- Coaches see how each rep is doing the right thing at the right time##- Efficiency techniques that revolutionize effectiveness##- Managers become leaders, not administrators. Their expertise becomes scalable across the team.##- Forecasts with real answers for the C-suite, the Board, Ops, Procurement, etc.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 6
  • Custom Applications: 0
  • Custom Tabs: 1

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
You will need to make some minor modifications to Setup. IMPORTANT: PLEASE FOLLOW THE CUSTOMIZATION GUIDE you find on this listing - or contact us so that we can assist you with your trial installation.

Support No cost to set up the Pipeline. It usually only takes from 5-15 minutes. We train your team at no additional cost. Training only takes 2 30 minute sessions. Before you modify salesforce, ask us. We will probably save you $1000s.

Additional Information

Package Name
Pipeline Manager
1.481 / 1.481.0
First Release
Latest Release

Customer Testimonials

Customization Guides

Pipeline Manager
San Francisco, CA USA

Pipeline Manager has reinvented the sales side of CRM. We eliminated the most common objections and compliance issues. It's faster BECAUSE it makes every user a better, more strategic sales pro. Sales coaching has never had a toolset like this: Planning, training, reinforcement, analysis/forecasting in one single salesforce tab. ####The Pipeline bridges gaps that have separated marketing, inside sales, sales management, HR, finance, the C-suite -- and their customers.####It's a a game-changing streamlining of CRM. It's the most friction free way to grow a sales organization that has even been invented - and it's getting better all the time.####Dive into the Pipeline today.