Callbox Pipeline

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Manage leads. Monitor campaigns. Nurture relationships
Get your marketing running on all gears.

Callbox Pipeline is our multi-touch, multi-channel CRM and marketing automation platform that integrates call center power with lead management, campaign monitoring and lead nurturing.

When you sign up for any of our lead generation services, you automatically enjoy the benefits of our proprietary CRM software designed to answer the needs of an outsourced sales and marketing campaign. With Callbox Pipeline’s real-time data and ease of access, it is as if your Callbox representative was working right inside your own office.

Right from the start of your campaign, you take the reins as you meet with your Callbox team to discuss how you would like your campaign to proceed. As your campaign progresses, you will be able to track incoming leads, communications and possible opportunities through your Callbox Pipeline account. All campaign activities are logged in by your Callbox team – from prospecting calls, follow-up emails, booked appointments to SMS notifications for both you and your prospect.

Callbox Pipeline is not just about delivery of leads and appointments either. With its Lead Nurturing Tool, you can keep those not-so-warm but possible future clients in close proximity by creating customized automated cross-channel marketing campaigns – send emails and track website visits – so you can be sure no business opportunity falls between the cracks.
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Callbox Pipeline is your
Lead Management Tool

DataMiner
Build lists of up-to-date business contacts from Callbox’s global database

Sales Campaigns
Run targeted call and email campaigns

Contact Info and History
Store and update contact information, and view past communications with each lead

Lead Scoring
Score leads based on how they fit in with your business and the interest they show in your offering

Event Calendar
Block-out dates and times to indicate to your Callbox team your availability for appointments

Appointment Dossier
Access all relevant information pertaining to an appointment via a print-ready format

Email and SMS Notifications
Real-time alerts for both you and your prospect for your upcoming appointment
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Find out more. Talk to our Rep.

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Callbox Pipeline is your
Campaign Monitoring Tool

List Editor
Edit and sort your call lists by location and last call result to further improve your campaign

Live Touchpoints
View calls by your Callbox team, email opens and replies, and website visits as they happen

Weekly Status Reports
Regular email reports on the status of leads and recommendations to improve success rates

Email Response Management
Track statistics for every mailing – Delivered, Opens, Replies

Export Feature
Download your custom reports in CSV format

Mobile Streams
Access updates on recent calls, appointments, tasks and notifications across mobile browsers
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Find out more. Talk to our Rep.

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Callbox Pipeline is your
Lead Nurturing Tool

Quick and Easy Setup
Create your own automation rules or schemes via drag-and-drop

Auto Triggers and Actions
Nurture your leads by defining the next move for any given status of your sales prospect

Custom Email Templates
Create messages that sound like you and look like your business

Landing Pages and Forms
Direct your clicks to customized landing pages and increase your conversion rates

Social Messaging
Send scheduled Tweets or fully personalized Direct Messages to a group of Followers

Real-time Notifications
Send and receive timely alerts so you can respond promptly to actions taken by your prospects

Detailed Reports
Track the progress of a nurturing scheme by checking its activity log or email marketing metrics
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Find out more. Talk to our Rep.

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