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Let external users track progress »

Want to give your external users (customers, vendors, etc.) the ability track their progress like they can with delivery packages? Pipeline makes that easy!

Process approvals and kickbacks automatically »

It is very common in workflows to have steps where an approval needs to be captured or a disapproval needs to be handled. Pipeline has made handling approvals easy with the Approval step.

Create a seamless and personalized customer experience »

Customers today want an experience that can adapt in real-time to their needs and interactions. With Pipeline, you can personalize every customer interaction so that you can deliver the experience that customers demand today.

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Watch videos »

Want to see things in action? Get started by watching our short video tutorials—each under 3 mins or less!

Read articles »

Want to read at your leisure? Use our knowledge base to help you get started, learn how to use key features, and adopt industry best practices.

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Essentials »

Schedule a 20 mins session to learn about Pipeline key concepts and features.

Professional »

Schedule a 20 mins session to learn about Asks and Steps in Pipeline.

Advanced »

Schedule a 20 mins session to learn create, use and manage Pipeline Flows.

Flow Consultation »

Schedule a 20 mins session to review your Flow design, performance and analytics.

Do you need dedicated support to help you design, manage, and optimize flows?

Check out our White Glove service add-on.