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Customer Management Overview

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Joss Rodriguez
Updated 1 week ago
With Pipeline CRM’s Customer Management features, you can support your customers as efficiently as you close your prospects. The customer profile page brings all your key information and actions into one easy-to-navigate space, helping your team stay organized and proactive.

Key Contacts: Know Who Matters
  • Flag your most important contacts at each company for quick access.
  • When you work with large teams but only speak with a few, mark those individuals as key contacts.
  • Define each relationship so everyone knows why these contacts are critical.
Click here to learn more about Key Contacts for Customers.


Health Status: Measure Relationship Strength
  • Group customers by their perceived ‘health’—think likelihood to renew, expand, or refer.
  • Track health changes over time to spot trends and potential risks.
  • Instantly see how much of your customer base is in good shape.
Click here to learn more about Health Status.


Revenue Types: See Where Your Money Comes From
  • Categorize deals by revenue type—such as new, expansion, project, or recurring.
  • Get a quick snapshot of how each customer contributes to your bottom line.
  • Understand whether revenue is coming from initial deals or new opportunities.
Click here to learn more about Revenue Types.



Quick Takeaways
  • Use Key Contacts to focus on your most valuable relationships.
  • Health Status helps you prioritize outreach and support.
  • Revenue Types and Milestones keep you informed and on schedule.
If you have questions or need guidance, reach out to our support team at [email protected]. 
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