Call Center Software Featured Article

Pipeline CRM 3.0 Launched by Callbox

By Carolyn J Dawson
TMCnet Contributor

Version 3.0 of Pipeline CRM has been released by Callbox. Pipeline CRM is proprietary customer relationship management software from Callbox.

The user interface has been redesigned in this new version of Pipeline CRM. Frequently used functions like View/Add Appointments, Update Accounts Status, Recently Viewed Items, etc. will now have shortcuts in the new version. The number of clicks required to do certain tasks will be therefore reduced.

Greater speed and flexibility for searching and filtering data will be offered by a Global Search button. Contact names, phone numbers, and addresses can be searched and filtered with this button. The pipeline can also be navigated with greater speed and flexibility.

Ad spaces have also been incorporated in the latest version of Pipeline CRM. Products and services can be advertised by Callbox clients in this space. These advertisements will be able to reach more than five thousand Pipeline CRM users around the world. A Client List Editor has also been included in the latest version. Users are able to edit, or download their contact lists with this Editor.

Users are also able to access Callbox’s 20+ million global business contacts with a Dataminer included in the new Pipeline CRM version. A Task Manage and an Agent Activity Log function are also featured in Pipeline CRM 3.0. Each call made by each agent assigned to their campaign can be monitored in real-time by Callbox clients.

Additional features will be also added to Pipeline CRM in the future. Callbox is planning to include options for synchronizing Outlook, Gmail, and Salesforce contacts and calendar in the future versions. These versions are also expected to include features like organizing notes and tasks for each customers.

Clients will be able to get a closer look at the effectiveness of each campaign in real-time as Callbox will be creating campaign result graphs and tables in the future release. A mobile-friendly interface for mobile clients will be also included in the future Pipeline CRM.

The evolving needs of the clients along with years of proactive customer interaction have been responsible for the latest release of Pipeline CRM. Surveys and client meetings have also helped to gather feedback for the new release.