Contact Management​

Never lose track of another relationship.

Contact Management

Building and nurturing your relationships with existing customers is just as important as getting new leads. Easily keep on top of all your customer relationships with Pipeline CRM. With a detailed view of your accounts, you can recognize upsell opportunities and grow your business. 

Plus, with our team-centric accounts you can quickly transfer knowledge across your team to strategize together. You know your customers are your gold. We’ll help you treat them like it.

No credit card required.

Contact Management

Grow your accounts with contact management tools

contact management deals slipping

Home tab

Select your ‘home’ dashboard for a quick overview of day-to-day activities anytime. And you can prioritize items important to your process, such as recognizing at-risk deals and upsell opportunities.

contact management info

Document the details

Attach notes to your contacts, such as job titles, birthdays, and social media accounts. Instead of relying on your memory for these details, trust Pipeline CRM to be your assistant.

contact management milestones

Real-time notifications

Get notified of important meetings and milestones. Exceed your customers’ expectations by always being one step ahead. Add any item you’d like as a reminder.

contact management central hub

Central hub

Manage your relationships in one place. Access your business contact details, track your deals, and respond to their emails using Pipeline CRM. You can view individual details or get a high-level view of your entire pipeline.

contact management handoff

Team collaboration

Deliver a seamless customer handoff between sales and account management for an amazing client experience. Collaborate on ways to improve relationship with co-workers.

contact management starred lists

Starred Lists

When you identify your best customers, there’s better chance of building the relationship. Add certain contacts to priority lists such as, ‘No Messages Sent for 30 Days’ or ‘Follow Up in 7 Days,’ so you never lose track.

Ready To Put Some Wins On The Board?

Easy to get started with no setup or hidden costs, and no engineering resources required.

No credit card required.

Onboarding Bootcamp

Free Workshop
Limited Seats Available

  • 00Days
  • 00Hours
  • 00Minutes
  • 00Seconds

Thu, Sep 15th, 2022 08:00 AM PST

All trainings will be recorded and shared after each session.

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