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About

Be prepared to impress investors & grow faster. Stop guessing, and impress investors with data-driven numbers. Work with experts to build a powerful revenue forecast you can trust. Work with our team of startup finance experts to build a unique financial model that makes sense to you, so you can look great in front of investors and have confidence in your plans. An online financial model, powered by your data to be automated & smart. Use our intuitive UI to build a defensible budget in minutes without writing a single formula. Use our assumptions feature and our simple UI to make changes on the fly. Sync your accounting system like Quickbooks or Xero to pull in your actual expenses and keep your budget dialed in. With the click of a few buttons, you can link your financial model with your accounting system to keep it up-to-date automatically and better predict the future. Pull in your sales pipeline for better short-term predictions.

About

Keep all your data and dashboards as Pipeline Manager moves you into the future. Reps love the Pipeline because we give them 'what's next.' This is a clear, consistent visual language for planning and strategizing. Selling is complicated enough without having to connect critical bits from 5 or 10 separate forms. Selling professionals need exactly one place to tell, review, and strategize each complete, complex story. Don't wait for the future. Steer it with the most innovative and flexible process tools. Ever. Stay ahead of the curves with a CEO-simple system. Now coaches can make their great advice scalable across the team. Instantly. CRM suppliers always say this is the user’s fault. We say users were never the problem. CRM is the Problem. Pipeline Manager disrupts CRM. We disrupt the entire user experience without disturbing our customer’s data, their reports or their dashboards. You keep all the great advantages of the amazing, secure power of a world-class CRM.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises and organizations seeking a solution to forecast revenue, new hires, and expenses

Audience

CRM solution for businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Forecastr
United States
www.forecastr.co

Company Information

PipelineManager
United States
www.pipelinemanager.com

Alternatives

Alternatives

LivePlan

LivePlan

Palo Alto Software
Finmark

Finmark

BILL
FunnelSource

FunnelSource

Baker Communications

Categories

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Stripe
Xero

Integrations

HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Stripe
Xero
Claim Forecastr and update features and information
Claim Forecastr and update features and information
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