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What is Project Pipeline?

Presenting Project Pipeline, a cutting-edge online platform designed to help construction firms effectively oversee critical information regarding their projects and clients. Created by The Blue Book Building and Construction Network, Project Pipeline is tailored specifically for the construction industry and features an intuitive interface that can be customized to meet the distinct needs of YOUR business. With its proprietary Blue Book ‘Business Intelligence’ capabilities, this platform provides your team with essential insights that facilitate informed decision-making. Project Pipeline serves as the perfect solution for those looking to enhance their sales processes and secure more projects, ultimately fostering growth and success in the competitive realm of construction. Regardless of whether you operate a small business or a large enterprise, Project Pipeline is poised to transform your operations and elevate your performance to new heights! Additionally, the platform's adaptability ensures that it can evolve alongside your business as it grows and changes.

What is Exsalerate CRM?

Boost your business's success by implementing a sales process that is both easily repeatable and scalable. Given that a large portion of your income comes from existing clients, it's essential to cultivate those relationships diligently. Make use of visual to-do lists to track follow-ups on every opportunity, thereby reinforcing loyalty among your current customers. Integrate platforms like Xero, WorkflowMax, Gmail, Office 365, and others for a cost-effective solution tailored for enterprises. Exsalerate CRM is fully integrated with Xero and acts as a robust CRM tool specifically designed for Xero users. We created Exsalerate CRM after identifying a gap in the market for a complete and affordable system that includes both Pipeline and Account Management. Initially tailored for a parcel delivery service, the project expanded due to its strong compatibility with Xero, WorkflowMax, and Mailchimp, ultimately resulting in the award-winning Exsalerate App, which consistently boosts operational efficiency. This dynamic tool not only streamlines business processes but also provides firms with the means to flourish by maximizing the potential of their existing customer relationships. As businesses adopt this innovative approach, they can expect to see measurable improvements in customer retention and overall revenue growth.

Media

Media

Integrations Supported

Gmail
Mailchimp
Microsoft 365
SAP Store
WorkflowMax
Xero

Integrations Supported

Gmail
Mailchimp
Microsoft 365
SAP Store
WorkflowMax
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$30 per user per month
Free Trial Offered?
Free Version

Pricing Information

$24 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

The Blue Book Network

Date Founded

1913

Company Location

United States

Company Website

www.thebluebook.com

Company Facts

Organization Name

Solution Source

Company Location

New Zealand

Company Website

www.exsalerate.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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