Customize your PipelineDeals solution in between sales calls.

Unlike competing CRM solutions that take weeks or months to configure -- and may even require you to hire an outside consultant -- PipelineDeals offers a streamlined set-up process that you can literally complete in just 8 minutes. We also make it easy to get your team up and running. Many of our customers have deployed PipelineDeals and moved all their salespeople onto it the very same day.

Streamlined Configuration

When you log in to your PipelineDeals account for the first time, you’ll see the Welcome screen pictured below. As you move through the items in the Set Up Checklist, you can accept the default settings or take a couple minutes to make adjustments.

If you know your sales process -- what steps a lead goes through on its way to closing -- you can easily breeze through the Set Up Checklist while you drink your morning coffee. And you can always go back and make modifications later.

Painless User Training & Adoption

No matter how fast you deploy your solution, it’s useless if your team doesn’t embrace it. With most sales CRMs, it takes months to ramp up. Users have to learn all the intricacies of the software, processes have to shift to match new workflow requirements, and salespeople often have to be pressured to adopt the system. There’s a reason why Salesforce includes a “Wall of Shame” dashboard listing team members that haven’t been using it.

In contrast, PipelineDeals is so intuitive and straightforward that salespeople can start using it immediately. If they have questions, they can get instant answers from the short training videos we’ve integrated throughout the application. And, of course, we also offer Amazing Support via email, phone, forums, and more.

Deals close faster. Communication flows better. Everyone wins!