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Description
Input your new appraisal requests into Pipeline in under half a minute, and then see them instantly appear on a map alongside your other appraisals. The Order Box contains comprehensive details about each appraisal, including the address, client information, deadlines, scheduled timings, assignment categories, and access guidelines. Additionally, you can maintain thorough notes regarding the property itself. This box can be tailored to fit your specific workflow requirements. In the Scheduling section of Pipeline, you will find all appraisals awaiting inspection, along with organized and archived contact numbers and access details. You have the option to monitor appraisals in a straightforward grid layout or a calendar format, allowing for flexibility in viewing. The Appraisal Map, Grid, and Calendar can be accessed simultaneously or individually, providing a quick overview of your business activities. After a property has been inspected, any appraisals that require typing will be displayed in this section, enabling you to keep an eye on due dates and any pertinent notes necessary for completing the appraisal, such as information about typists and agent communications. This streamlined approach enhances your efficiency and keeps your workflow organized.
Description
You can access and modify your customer data from any location at any time. This includes the ability to view and adjust client details, orders, product selections, and communication records such as calls, meetings, and notes. Inputting field sales data and overseeing the entire lifecycle of product service orders is a straightforward process. Each salesperson's daily tasks are automatically organized according to your specified preferences, with scheduled activities conveniently displayed on both the calendar and map. Additionally, you can retrieve product descriptions, images, technical specifications, promotions, news, and other relevant product information right in the field. The system also encompasses product showcase planning and catalog management. Ensure your team remains informed with instant messaging and alerts. Our merchandising forms and questionnaires are tailored to align perfectly with your unique business requirements. You can also effortlessly document any errors, inconsistencies, or feedback instantly using customized forms, enhancing the efficiency of your operations. This comprehensive approach not only streamlines your processes but also fosters better communication and coordination within your team.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$12 per month
Free Trial
Free Version
Pricing Details
$3.50/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Pipeline Pro
Country
United States
Website
www.pipelinepro.com
Vendor Details
Company Name
SalesEyes
Founded
2015
Country
United Kingdom
Website
www.saleseyes.com
Product Features
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Retail Execution
AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management