Frequently Asked Questions

 

What is Practice Pipeline?

Practice Pipeline is a simple pipeline management tool for service professionals and business development teams. It helps users manage key business relationships. For administrators, it provides analytics for progress tracking and oversight.

Practice Pipeline can be licensed as a stand-alone solution or integrated with your existing CRM (customer relationship management) platform.

 

Who is Practice Pipeline for?

Practice Pipeline is for the busy service professional who needs a simple way to organize their business development efforts. Practice Pipeline's intuitive interface and reminder system help users manage their critical business relationships efficiently, ensuring their limited business development time is wisely spent.

 

How large are the firms that are using Practice Pipeline?

We work with firms of all sizes, from boutiques to global firms.

 

Is Practice Pipeline a CRM?

Not exactly - a CRM (customer relationship management) system is a database that archives information on client relationships and contact information. Practice Pipeline is a pipeline management platform that is much simpler to use than a CRM system. Practice Pipeline encourages the user to focus on a short list of their active business opportunities. While service professionals rarely use CRM, Practice Pipeline has a much higher user adoption rate of 75-80% when coupled with coaching.

 

Where is the data hosted?

Practice Pipeline is a cloud-based platform. Our security features are highly advanced and are comparable to those provided by many major banks and financial institutions.

 

Does Practice Pipeline integrate with CRM or Outlook?

Yes, Pipeline integrates natively with Microsoft® Outlook. We also offer easy integration with the CRM of your choice.

 

If two people at my firm spell a name differently, will Practice Pipeline know that they are the same contact?

Yes, Practice Pipeline will match variations in spelling. It also has an AutoSuggest function for easy usability.

 

If I enter a task into my Dashboard, will it appear on my calendar?

Yes. Practice Pipeline's built-in Outlook integration feature automatically creates a calendar event when a user creates a Tile. Outlook will alert you the day your task is due.

 

Is there a limit to the number of opportunities I can track?

No, you can enter as many contacts as you want. The sort/filter functionality helps you quickly find specific relationships.

 

Do you have a mobile app?

Yes, Practice Pipeline is available as an iOS or Android mobile app as part of a standard licensure.

 

What happens if I leave Practice Pipeline? How do I retrieve my information?

We're happy to assist you in your transition from our software. You can always contact us if you'd like us to walk you through the process.