Contact management is the foundation of any CRM worth its salt, and Pipeline CRM doesn’t disappoint.
Whether you want to add leads or customers, the process is incredibly straightforward.
Plus, there’s a ton of customization options available for each contact.
The user-friendly interface allows you to add, update, and organize your contacts into different categories or groups.
You can also track their activities and interactions with your business, making it easier to maintain personalized relationships with each contact.
To really test this feature (over six months), we added our B2B affiliate marketing contacts at SBB.
Here’s a new contact card to give you a better idea.
Each contact card allowed us to add and edit the following information:
- Name
- Title
- Contact info
- Company name
- Website
- Summary
We liked how Pipeline delivered a ton of information on each contact (without making the interface feel cluttered).
Our contacts dashboard (shown below) was laid out nicely, with fully customizable columns (which we thought was great).
The bottom line: Pipeline doesn’t reinvent the wheel when it comes to contact management, but it does deliver a polished and effective system that gets the job done.
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