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SMALL BUSINESS CRM
Vision Pipeline Assistant Review
Product Snapshot
Product Pricing
Contact vendor directly for pricing information.
Technology
Product is a SaaS solution and requires no additional hardware for installation.
Customer Focus
Vendor works with small companies.
Select Customers
Bullseye Investment Group, Windem Real Estate, Elevated Ideas, The Insurance Agent Guru, Core Chiropractic
About Vision Pipeline Assistant
Vision Pipeline Assistant is small business CRM that enables users to track and organize prospects and clients, as well as manage sales activities. The platform is equipped with a multitude of tools and functionalities including contact detail management, activity scheduling and logging tools, and pipeline visibility and management functionality.
The software enables users to schedule prospect and client follow-ups, logs all past sales activities, and provides users milestone maps designed to streamline the sales process, identify ideal next steps and assists sales teams with closing prospects. Additionally, the platform simplifies data-crunching processes and generates sales process recommendations based on the user’s activities and past data.
About the Company
Vision Pipeline Assistant was founded in 2009 and is headquartered in Laguna Hills, California.
Vision Pipeline Assistant Key Features
- Works to reduce manual data entry requirements
- Upcoming meeting and event reminders
- Preset activity templates
- Pipeline view highlights tasks to accomplish every day
- Tracks contact information including phone, email, text and social networks
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