Questions
Not answered here? Ask us on a demo.
How do leads get into Pipeline One App?
Three ways: a form on your website, a post from your own server using an API key, or added by hand. Form submissions wait in the inbox for someone to check before they become leads.
Why is there a check before the pipeline?
It keeps the pipeline honest. Spam never becomes a lead, repeat enquiries are merged into the lead you already have, and your reports count real opportunities.
Can we use it for more than one product or brand?
Yes. Each product has its own forms, its own API keys and a default person for new leads. Reports break results down by product.
Do we have to use prospecting?
No. It is there when you want to go looking for business. Capturing leads, the pipeline and the reports all work without it.
Can we control who sees what?
Yes. Each person is an admin, a sales rep or read-only, and an audit log records every change. See what each role can do.
How do we get started?
Book a demo. We will walk you through the product with your own situation in mind.
See it with your own leads in mind
Book a walkthrough. We will show you the inbox, the board and the reports, live.