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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

  • Support for Umbraco Cloud / SQL 2016
  • Fixes installation issue for package

 

1.05 March 2017

  • Member type defined in pipeline.config
  • Adds Segmentation method for anonymous users
  • Breaking change: GetContacts method changed in ISegmentCriteria

 

1.01 Janary 2017

  • A number of bug fixes

 

1.0.0 Open-source release - October 2016

  • Source published on GitHub
  • Segments added
  • Lots of breaking changes
0.9.5 Initial release - Feb 2016

Package owner

Theo Paraskevopoulos

Theo Paraskevopoulos

Theo has 121 karma points

Package Compatibility

This package is compatible with the following versions as reported by community members who have downloaded this package:
Untested or doesn't work on Umbraco Cloud
8.0.x (untested)
7.13.x (untested)
7.12.x (untested)
7.11.x (untested)
7.10.x (untested)
7.9.x (untested)
7.8.x (untested)
7.7.x (untested)
7.6.x (100%)
7.5.x (100%)
7.4.x (100%)
7.3.x (100%)
7.2.x (100%)
7.1.x (100%)
7.0.x (untested)
6.1.x (untested)
6.0.x (untested)

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Package Information

  • Package owner: Theo Paraskevopoulos
  • Created: 26/01/2016
  • Current version 1.07
  • .net Version 4.5.2
  • License MIT
  • Downloads: 1098

External resources