Pipeline Manager - 2026 Pricing, Features, Reviews & Alternatives

Salesforce is an amazing cloud data solution. It does practically everything.

And that's a real problem for busy salespeople.

Sales teams don't have time for everything. Great sales managers can't take time to learn to do everything. Or create forms and reports for everything.

Time-strapped sales teams should only take time to do one thing: sell.

And that's not easy. Selling isn't one task, it's a whole range of skills.

A band aid approach isn't any better for a sales team than it is for a hospital's emergency room.

A true sales solution has to manage a wide range of selling issues.

Pipeline Manager treats visibility, forecasting, coaching, change, inside selling, account management, etc. as one ecosystem. A learning ecosystem.

Example: Visibility. In the Pipeline you finally get AMAZING visibility. And then you'll ask:

"Then what?"

Keep asking and refining the answers with a single powerful visual - your Pipeline. The Pipeline gives you ways to get better answers than you've ever had with any other tool in sales.

Then what?

So you have answer... you want to change something. How? Yell? Beg? Bribe?

Been there?

How can you make a real and long-term change? By Teaching. Coaching. Changing the team's daily habits.

Guess what? CRM could be GREAT at that... only nobody ever asked it to. The Pipeline does. First we give people cloud spreadsheets to make it easier and faster to work. We make people like the new environment.

Then we give management a way to help strategize - and even set up full sales processes/workflows that live inside the tools that people use every day. They don't go out to some separate form or add-on. Coaching lives inside tools that people use to manage their tasks during the day.

We also revolutionize the way they manage their calendaring - all around efficiencies that no calendar can touch.

Then what?

CRM brings alignment to the teams. Of course multiple processes to address different markets, products, etc. It's a way to finally align Sales and Marketing.

And Inside Sales.

And Account Management.

Create processes that get Inside Sales to truly qualify the leads.

Create processes that improve your position with your key clients year over year.

Then what?

Analyze, fine tune, coach and implement again. Because everything you need to do is in any manager's hands. All the processes, data points and help is in a tool so easy to understand that even the CEO could use it.

Adapt the processes for a new product roll out.

Embrace the cultural differences when you break into a new territory.

Add an action that leverages your new technologies and ensures that the next sales tools get used - and used the right way.

And that visibility you wanted? That's helping you to see that the team is on track with your guidance. It's helping you see the ones who are struggling. You're seeing the ones who seem to be working magic - so that you can capture their magic and share it with the rest of the team.

That visibility is also helping you to communicate with the rest of the organization. Forecasting isn't something you spend hours on anymore. It's something that's available anytime - because that visibility IS a forecast. When a solid process backs up a series of stages, nothing hits the final stages unless the homework has been done. When you have the evidence that shows the homework leads to closing, then the final stages show what's closing. Period. No percentages. No gut feel or psychology. No sandbagging. No gaming.

Just good selling. Selling that's improving every day because of the tools that people want to use because they finally answer a question that CRM never answered properly before:

"What's in it for me?"

Every person who uses the Pipeline has a much better chance to do more than just make money.

They are getting better at what they do. It's an expertise they can take anywhere.

And if you want to build a team of experts. You need more than an app. You need an ecosystem: Pipeline Manager.