Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Customer Management Overview

Avatar
Joss Rodriguez
Updated 1 day 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 Features at a Glance

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.


Milestones: Keep Projects on Track
  • Organize key checkpoints in your customer’s journey as Milestones.
  • Highlight important dates like Pitch Presentations, Renewals, or Go-Lives.
  • Invite team members as Milestone Collaborators to manage tasks and events.
  • Pin milestone dates to the Company Details section or set reminders to avoid missing any deadlines.
Click here to learn more about Milestones.


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]
Did this answer your question?
😞 😐 😃