Project switcher
Agency work, a second product line or a new region gets its own pipelines without a second CRM.
A project holds pipelines and deals. Each is tagged CRM or PB, and the sidebar changes to match.
Find it in PipeLeads CRM
- Sidebar
- Project switcher
/projects/newWhy it’s better
Run separate sales motions side by side while contacts and companies stay in one shared address book.
You can grow into new markets without splitting your customer list in two.
Inside this feature
1 part that makes it work.
PipeLeads CRM
Put Project switcher to work.
See every deal. Know the next step. Let the follow-up run itself.