Project switcher
Pick the active CRM project, create one, or start a legacy import.
Find it in PipeLeads CRM
- Sidebar
- Project switcher
/projects/newThe chain
From what it does to where it takes you.
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01
FeatureWhat it does
A project holds pipelines and deals. Each is tagged CRM or PB, and the sidebar changes to match.
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02
AdvantageWhy it beats the usual way
Run separate sales motions side by side while contacts and companies stay in one shared address book.
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03
BenefitWhat you get
Agency work, a second product line or a new region gets its own pipelines without a second CRM.
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04
Promised LandWhere it takes you
You can grow into new markets without splitting your customer list in two.
Inside this feature
1 part that makes it work.
Try it yourself
Put Project switcher to work.
See every deal. Know the next step. Let the follow-up run itself.