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Pipeline CRM

Pipeline Digital eXperience Suite (DXS)

Pipeline DXS is a commercial plugin by GrowCreate, for medium to large Umbreaco installations. It aims to go beyond Content with components such as:

Embedded Analytics
Segments and Personalisation
Secure portals
Lead management

More on Pipeline DXS at https://pipelinedxs.com

Pipeline CRM

Pipeline CRM is the open-source version of the Lead management module in Pipeline DXS.

Pipeline is a social CRM that lives in Umbraco back-office. It tracks opportunities and helps teams collaborate with timelines and tasks. It stores information about your customers and your interactions with them. It integrates with your website, capturing opportunities from forms and powering personal portals. The main features include:

Opportunities board
Task list
Contacts and Organisations address book
Segments
Custom properties
Customisable workflow
Integration helpers and events

See it in action in the uHangout video or he’d straight for the demo site. For a full list of features, see the User Guide.

uhangout.co.uk/videos/ep075-with-theo-paraskevopoulos-pipeline-crm/
http://pipeline.demo.growcreate.co.uk/umbraco
https://github.com/theotron/Using-Pipeline-CRM/wiki/2.-User-guide

Installation

Pipeline CRM is a package for Umbraco 7.1.x and above, and can be installed via the Umbraco Developer section or via a Nuget package. For more installation instructions see the GitHub Wiki.

https://github.com/theotron/Using-Pipeline-CRM/wiki/1.-Installing

Extending and integrating

Pipeline includes Helper methods for quick integrations but can also access Services and Event hooks for more complex use cases. See the Github Wiki for documentation and code samples.

https://github.com/theotron/Using-Pipeline-CRM/wiki

Change log

1.07 April 2017