Founded in 2005, Pipeline Platform has perfected the art of referral incubation. Professionalism
is the rock solid foundation on which Pipeline Platform is built. We hire professionals and
and provide extensive training and continuing development to ensure the Pipeline Platform sales
team sets a new standard of excellence serving the needs of our clients nationwide.
Pipeline Platform is committed to providing each and every client with exceptional service. We go above and beyond in finding the best appointments and referrals for our customers. Our team does the cold prospecting work for you so you don't have to only providing you with warm referrals to maximize your closing ability.
Through industry best of class techniques we produce warm referrals for many markets.
But we do more than just sell a referral. We also sell an appointment. These are the best
referrals for getting your foot into the door for a quality sell removing a primary
block to getting it done!
Pipeline Platform is more than just referrals. We also provide a full service CRM to track your appointments, create follow up drip marketing campaign and track your emails sent to the referral.
The Pipeline Platform CRM is custom built to bring all your newest referrals to the top, giving you a clear view into your next actions and manage your follow-up tasks and appointments.
Don't let your clients become neglected. Using our toolset you can rest assured that you're clients are all followed up on and none are falling through the cracks. Never leave a potential client behind again.
With our amazing support team you're problems and questions will be acted upon with the utmost urgency. Your success is our success.
Brand the portal with your logo. Any automated emails will also include your custom signature and header graphics.
Pipeline Platform supports as many assignees to a referral as you need. Our platform gives you the flexibility you need.
You're busy. Let us generate your appointments for you. We maintain high quality telemarketers who will generate appointments just for you with our CS option.
The same benefits as a Team CRM account with an additional 2 team lead accounts and a support sales service professional working for you producing quality warm referrals and appointments! We hire, train, manage and monitor your marketing professional.
Take the first step towards improving your business with more warm referrals and appointments!
123 Lake Street South. Kirkland, WA 98033