Sales Dashboard
See account activity, upcoming follow-up, prospect information, sales activity, and important account updates from one central dashboard.
CRM built for staffing sales teams
Turn your sales pipeline into a powerhouse.
Manage prospects and current clients, organize contacts, track every interaction, automate sales follow-up, communicate with your team, send targeted client emails, generate reports, and give leadership a clear view of the entire staffing sales pipeline.
Staffing-specific account management
Automated sales follow-up alerts
Role-based sales team visibility
Everything in one place
Built to keep your entire sales process organized
Give your staffing sales team the tools to manage opportunities from the first prospecting call through account conversion, ongoing client communication, reporting, and long-term relationship management.
Company Pipeline
Manage companies from first contact through signing, while keeping each account assigned to the appropriate sales representative.
Contact Management
Organize decision-makers by company with names, titles, phone numbers, email addresses, notes, and complete activity history connected directly to each contact.
Activity Tracking
Record phone calls, emails, in-person meetings, notes, dates, and times while connecting every interaction to the appropriate company and contact.
Calendar & Admin Visibility
Review sales activity through an organized calendar and give leadership visibility into activity across individual representatives and the entire organization.
Excel Reporting
Generate downloadable company, contact, and activity reports with filters for account status, representative, dates, staffing details, and other sales information.
Message Center & Alerts
Send internal messages, track unread notifications, alert representatives when account assignments change, remind teams to follow up after bids, and surface prospects that have gone inactive.
Client Email Campaigns
Select targeted contacts, filter recipients by account criteria, personalize messages with contact information, and send client email campaigns directly from the CRM.
Account Documents & Details
Keep important account information together, including staffing volume, pricing, WC information, tax forms, credit checks, bids, notes, and uploaded company documents.
Designed for staffing companies
More than a general-purpose CRM
Pipeline Powerhouse is built around the way staffing companies develop new business. Instead of forcing your team into a generic sales system, it tracks the staffing-specific information that matters when converting a prospect into an active client.
Track staffing potential
Record the number of temporary employees a prospect uses, whether they have an onsite coordinator, and the overall size of the opportunity.
Manage pricing and account requirements
Keep current and proposed markup, WC code, WC rate, tax-form type, credit-check status, staffing requirements, bids, and account notes connected directly to each company.
Automate sales follow-up
Send a reminder to leadership and responsible reps seven days after a bid is delivered and automatically flag prospect accounts after 21 days without a new activity or company update.
Manage prospects and active clients
Move companies through the complete sales pipeline and retain the same account history after a prospect becomes a current staffing client.
Staffing Account Overview
Warm Lead
Example Manufacturing Company
Industrial staffing opportunity
Temps Used
10–50
Onsite Coordinator
Yes
Current Markup
32%
Proposed Markup
35%
WC Code
8810
WC Rate
$0.24
Credit Check
Approved
Tax Form
W-2
Bid Delivered
Yes — Follow-up Monitoring Active
7-day alert
Automated sales accountability
Follow up before opportunities fall through the cracks
Pipeline Powerhouse monitors important account milestones and inactivity, then delivers company-specific notifications directly to the responsible representative and sales leadership when attention is needed.
1
Work the account normally
Add activities, update company information, deliver bids, and move prospects through the sales pipeline as your team works each opportunity.
2
Pipeline Powerhouse monitors follow-up
Account changes and activities reset inactivity tracking automatically, while delivered bids begin their own seven-day follow-up timer.
3
The right people are notified
Company-specific alerts appear in the Message Center for the responsible representative and active administrators and owners.
Built-in sales reminders
Automated Message Center alerts help representatives and leadership identify accounts that need attention without manually reviewing every opportunity.
NEW
Company assignment notification
Notify the representative when responsibility for an account changes.
DAY 7
Bid follow-up reminder
Seven days after a bid is delivered, ask whether follow-up has occurred.
DAY 21
Inactive prospect reminder
Alert the team when an active prospect has gone 21 days without a new
activity or company update.
Role-based permissions
Give every team member the access they need
Pipeline Powerhouse separates account ownership from organizational oversight so users can work with the information appropriate to their role.
Focused account ownership
Give each representative a clear, uncluttered view of the opportunities and activity assigned to them.
Access companies assigned to them
Manage associated contacts and activities
Generate reports based on their assigned accounts
Receive assignment, bid follow-up, and inactivity notifications
Organization-wide oversight
Help managers understand team activity, account coverage, and overall sales progress.
View companies across the organization
Filter companies and reports by assigned representative
Receive automated bid and inactivity alerts across the sales team
Manage users, assignments, reporting, and administrative tools
Contact us
See how Pipeline Powerhouse can support your sales team
Tell us a little about your staffing company and what you are looking for. We will review your message and follow up with you directly.
Request a demonstration
See the CRM workflow and available features.
Discuss your requirements
Tell us about your sales team and current process.
Ask a question
Get more information about setup or functionality.
Your pipeline is already there. Make it easier to manage.
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