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Callbox Launches Pipeline CRM 3.0

Callbox Launches Pipeline CRM 3.0


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Encino, CA – September 16, 2011 – Callbox today announced the release of Pipeline CRM 3.0, the latest version of its proprietary customer relationship management software.

The new version features a redesigned user interface which now includes shortcuts to frequently used functions (e.g. View / Add Appointments, Update Accounts Status, etc.), reducing the number of clicks required to do certain tasks. It also has a Global Search button which offers greater speed and flexibility for searching and filtering data and navigating the pipeline.

Other notable features include a Client List Editor which allows users to edit, or download their contact lists, and a Dataminer which provides access to Callbox’s 20+ million global business contacts. Meanwhile, Callbox is working to incorporate more features including  options for synchronizing Outlook, Gmail, and Salesforce contacts and calendar, organizing notes and tasks (e.g. meetings, email exchanges, appointments, etc.) for each customer, and creating campaign result graphs and tables where clients can get a closer look at the effectiveness of each campaign in real-time.

Pipeline CRM 3.0 was released in response to clients’ evolving needs and feedback gathered through surveys, client meetings, and years of proactive customer interaction. The launching represents Callbox’s ongoing commitment to delivering measurable and managed growth.

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