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PipelineManager Reviews & Product Details

Verified User in Cosmetics
AC
Small-Business(50 or fewer emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about PipelineManager?

The forecast helps the efficient planning to maximize profits most effectively Review collected by and hosted on G2.com.

What do you dislike about PipelineManager?

Not always accurate, so if I was fully reliant would cause problems Review collected by and hosted on G2.com.

What problems is PipelineManager solving and how is that benefiting you?

Although it isn’t always accurate, most of the time I can gauge it off past and future reading Review collected by and hosted on G2.com.

PipelineManager Overview

What is PipelineManager?

PipelineManager is a solution that provides the ability for your data to be displayed in a single location with secure, controlled access to data from multiple applications, presented in an at-a-glance format, and more.

PipelineManager Details
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Product Description

PipelineManager is a solution that provides the ability for your data to be displayed in a single location with secure, controlled access to data from multiple applications, presented in an at-a-glance format, and more.


Seller Details
Twitter
@ESIpipeline
2,168 Twitter followers

Recent PipelineManager Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"Optimizing profits "
The forecast helps the efficient planning to maximize profits most effectively
Verified User
A
Verified UserMid-Market (51-1000 emp.)
2.5 out of 5
"Pipeline manager review"
This solution allows insurance professionals to manage leads and opportunities, including “x-date prospects” who are few days or months from their ...
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PipelineManager Media

PipelineManager Demo - PipelineDashboard
PipelineDashboard
PipelineManager Demo - PipelineDashboard
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1 out of 2 Total Reviews for PipelineManager

3.5 out of 5
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G2 reviews are authentic and verified.
Verified User in Environmental Services
AE
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about PipelineManager?

This solution allows insurance professionals to manage leads and opportunities, including “x-date prospects” who are few days or months from their next insurance renewal and therefore most open to receiving a price quote from another agency. This helps producers focus on selling and cross-selling, while giving managers insight into the sales pipeline with sales reports and dashboards. It also allows users a range of options to import contact data. Review collected by and hosted on G2.com.

What do you dislike about PipelineManager?

Producer Advantage, Vertafore’s native mobile app for iOS and Android, also allows sales reps to view, edit and add prospects, opportunities and notes while in the field. Review collected by and hosted on G2.com.

What problems is PipelineManager solving and how is that benefiting you?

Pipeline manager has been a great help in my work. Review collected by and hosted on G2.com.

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