Getting Started
Learn the basics and set up your Pipeline Retriever account
Welcome to Pipeline Retriever
Pipeline Retriever is an all-in-one RevOps platform that unifies your CRM, sales engagement, and customer success tools.
Quick Start
- Create your account - Sign up at pipelineretriever.com
- Set up your organization - Configure your company details and invite team members
- Connect your email - Link Gmail or Outlook for email tracking
- Import your data - Bring in existing contacts and companies
- Start selling - Create leads, manage deals, and track activities
Key Features
- CRM - Manage leads, contacts, companies, and deals
- Sales Sequences - Automate your outreach campaigns
- Email Sync - Two-way sync with Gmail and Outlook
- Activity Tracking - Log calls, meetings, and tasks
- Analytics - Track pipeline and team performance