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Watch video tutorials »

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

Our videos use live examples of common, everyday challenges, and they walk you through how you can use Pipeline to bring structure and organization to your day-to-day work so that you maintain momentum for you and your team.

Read articles and guides »

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.

Our short articles combine easy-to-follow guidance and instructions with helpful screenshots and animations so that you can quickly implement what you learned.



Get the latest news and insights

See our industry analysis, strategies, and best practices


“Garbage in” costs you 15-25% of revenue. Here's how to fix it. »

In this episode of Leader-to-Leader, John looks at a MIT Sloan Management Review article talking about how bad or inaccurate data costs you 15-25% of revenue.

Virtual or remote school still qualifies employees for EFLMA »

The Dept. of Labor clarified that for the FFCRA, employees qualify for EFLMA even if kids go back to school virtually. So, do you have a simple EFMLA process that is both easy-to-complete for your employees and trackable from HR to accounting?

How to cross-train employees better and faster while also reducing costs »

In this episode of Leader-to-Leader, John examines a Harvard Business Review article talking about how the traditional way of training and learning is not only ineffective, it's downright wasteful.

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Need personalized help?

Schedule a session with one of our experts


Essentials »

Schedule a 30 mins session to learn about Pipeline key concepts and features.

Professional »

Schedule a 30 mins session to learn about Asks and Steps in Pipeline.

Advanced »

Schedule a 30 mins session to learn create, use and manage Pipeline Flows.

Flow Review »

Schedule a 30 mins session to review your Flow performance and analytics.


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

Check out our White Glove service add-on.