PipeManage.com

One pipeline, however many people report it.

Rep agencies, distributors, your own field team — each sends the pipeline in their own export. PipeManage reads them all, maps every stage onto one shared set, and keeps every import, so the total is one number you can stand behind.

Accounts are created by your administrator — there is nothing to sign up for here.

CRM exports as they come Salesforce reports .xlsx Plain CSV any layout No connectors to maintain
pipemanage.com/#/overview

Overview

Snapshot of Aug 12 · four sources
DO
Open pipeline
$2.94M
▲ $214k since July
Open opportunities
176
▲ 12 this month
Possible duplicates
7
needs review
Pipeline by stage
Prospecting$1.34M
Qualified$861k
Proposal$472k
Verbal$262k
By agency
Hartwell & Voss$1.12M
Meridian Sales$812k
Blue Ridge Ind.$598k
House accounts$405k
Four sources, one footing.
Needs attention
Ellison Foundry — appears in two pipelinesReview
Delta Fabrication — no activity in 94 daysWorth a look

The idea

The total is only as good as what it’s made of.

A combined pipeline fails in quiet ways: the same deal counted twice, stages that mean different things, history erased by every new export. PipeManage exists to catch each one.

Double counting, surfaced

Lookalike records across sources are grouped with a confidence score. Several sites of one parent company are kept apart from true duplicates — that’s coordination, not double counting. Nothing merges without a person saying so.

History that survives the next file

Every import is a dated snapshot. Ask what moved — which deals advanced, slipped, appeared, or have sat in one stage all quarter — instead of re-deriving it from old attachments.

Goals on your fiscal year

Goals per channel on your own calendar, paced against the close rate you believe. The dashboard states plainly what it takes from here.

The monthly read

The month on one page — channels ranked, movement noted, flags counted. Save it as a PDF and it’s the report you’d have assembled by hand, without the Sunday evening.

Kept honest

Every number can explain itself.

Reviewed by people

Duplicate groups and soft flags wait for a human verdict — the software surfaces, people decide.

Attributed by name

Verdicts, uploads, goal changes and role changes are recorded under the person who made them.

Invited, not open

Reviewers join by email invitation with a role. Access ends the moment an account is deactivated.

Hosted for you

A private instance for your team, run, upgraded and backed up for you. Nothing to install and no server for your IT to maintain — everyone signs in from a browser.

Bring the exports. Leave the reconciling.

If your pipeline arrives as attachments from more than one place, PipeManage was built for your Monday morning.