I don’t usually start off a blog post with a logo but I think I will today. “Surfboard for Pipeline”:
Doesn’t THAT look cool? But then, you may ask, what is Pipeline??? Well, let me answer that with another logo:
Pipeline, if you don’t know already, is Fishbowl’s first online CRM that integrates with Fishbowl and was released on February 9. Think of this as a beefed up and online version of the contact manager that is already built in to Fishbowl.
So what’s Surfboard? Surfboard is the mobile device app that connects you to Pipeline and will allow you to run various Pipeline features on your iPad or iPhone. It won’t be ready until June but, courtesy of Nathan Peterson in Development, I have a few sneak peaks for you. I won’t show all the screen captures but I’ll give you enough to get a feel for how it will work.
Surfboard Contacts: Just enter the contact name here and Fishbowl brings the information up. Any information that was stored prior to your last sync with Pipeline will be updated here.
Contact List: Contact Information:
Surfboard will provide the user with all the basic CRM functionality a user would expect on an iPhone. Contact lists, detail information on each contact, the ability to dial directly from the app and email:
Finally, Surfboard will sync directly with your copy of Pipeline so that any changes you make in Surfboard are updated directly to Pipeline. And this is a true sync. The information goes both ways. It’s not a simple push of the information from one app to the other.
And that’s it for now. Next time we will be giving you a quick look at Fishbowl’s new UPS integration feature.
Till next time…