“Pipeliner is great for tracking progress on multiple deals at once.”

Cait Patel, Operations, Commonwealth Transitions

What business issue(s) was Commonwealth Transitions looking to solve with a CRM?

  1. Form integration
  2. Email campaigns
  3. All in one contact management

How did Pipeliner CRM meet Commonwealth Transitions’ business needs?

Work in progress but going well!

Why did you ultimately select Pipeliner CRM?

It seemed more robust than Agile.

How is Pipeliner CRM helping the Commonwealth Transitions team?

Helping us communicate clearly on deals

What are some of Commonwealth Transitions’ favorite features?

  • Appointment scheduler
  • Multiple contacts within opportunities
  • Tags

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