PipelineDeals, A CRM Built for Plumbing and HVACR Contractors

Try it for free
PipelineDeals

Help your customers navigate the decision making process

PipelineDeals

Manage the unique workflow of the plumbing and mechanical business

PipelineDeals

Keep the relationship after the job is done

See how PipelineDeals is helping other companies manage their leads

Established in 2011, Reno Renovations offers preservation, rehab and general construction services in the greater Chicago area. The family-owned company outgrew Excel spreadsheets and chose PipelineDeals to manage their leads and keep their team on the same page. Read the case study.

SunX Solar Systems Inc. is a specialty contractor specializing in complete solar solutions. Find out how SunX Solar doubled their revenue while saving over $20,000 in sales and marketing costs. Since moving to PipelineDeals, they've expanded their sales and service teams to cover Arizona and Australia. Read the case study.

PipelineDeals has made my life so much easier. Clients feel like we're really on top of things, and we feel confident that we're on top of all our deals. It's been an essential part of our 10% of year-over- year growth. Jillian Shuttleworth, Office Manager

We've doubled our revenue since we started using PipelineDeals. It put everyone on the same page and allowed our company to work seamlessly. And that has allowed us to grow as a company. Dan Stifle, Partner, SunX Solar Systems

Manage your bids, estimates and ongoing jobs all from one place. Leverage the convenience of PipelineDeals to plan ahead for upcoming projects to make sure they have the resources they need to get the job done on budget and on schedule.

Store blueprints, estimates and other documents in a safe place

Upload organize and store documents in one place including PDFs, spreadsheets and photos. Make sure critical information about bids and jobs remains accessible whether you're in the field or the office.

Manage everything about a job in one place

Each new deal that gets added into PipelineDeals gets its own comprehensive page. With a variety of fields, you can make sure that you capture the information you need about a project as it moves from estimate to a job. The deal page consolidates all correspondence, contacts and events in one easy place.

View real-time status updates

From your PipelineDeals homepage, you can view the latest activity on your deals. Managers can monitor the work being done across their team and Executives monitor activity company wide.

Standard

Sales-ready CRM to organize your business

$ 25
/month per person

Billed annually
You save $48/year per person with annual billing

  • Engage prospects and clients
  • Easily manage and follow up
  • Manage your sales pipeline
  • Predict future sales
  • See details
Accelerator

Complete CRM to supercharge business growth

$ 33
/month per person

Billed annually
You save $120/year per person with annual billing

  • Standard features, plus:
  • Know who engages with your email
  • Decrease time to close deals
  • Save time with automated tasks
  • See details
Optimum

Unlimited CRM for large teams at scale

Contact us for pricing
+1 (866) 702-7303
  • Designed for teams —
    all plans start with 10 users
  • Accelerator features, plus:
  • Dedicated account manager
  • Advanced security features
  • Customization scoping
  • See details

Have questions or unsure which plan best fits your needs? We’re happy to help!

  • Zen
  • Luke
  • Chris
  • Dean
  • Leif

Give us a call to discuss or schedule a demo:

+1 (866) 702-7303

Plan features

Standard

Accelerator

Try for free

Optimum

Trusted sales software

Trusted sales software

Securely access your data Bank quality security
Ask us anything (phone, email, or chat) Best support in the business
Back up important sales documents Unlimited document storage
Organize your pipeline

Organize your pipeline

Organize your sales team Three permission / visibility roles available
Build your own sales process Custom pipeline stages
Engage prospects and customers Unlimited leads, contacts, deals, and companies
See lists of your deals exactly how you want Customized list management
Create robust customer / prospect profiles Customizable fields and organization
Do not let another deal slip through the cracks

Don't let another deal slip through the cracks

Know where every deal is in your sales pipeline Sales reporting
Understand what to do next Task and appointment management
See what people are doing Activity tracking
Work better as a team

Work better as a team

Collaborate and share across all parts of your business Lead, contact, and deal management tools
Access deal and prospect information on the go Mobile apps for iPhone and Android
Works seamlessly with other tools Native integrations, Google Apps, and API access
Help your sales team work smarter

Help your sales team work smarter

Send and receive email communications in one tool Two-way full email sync
Prioritize prospects and sales activity Email engagement tracking
Automate follow-ups Task automation
Integrate your sales playbook Sales process automation
Make better decisions

Make better decisions

Save time and share sales success Email templates and template sharing
Increase sales productivity Individual and team email analytics
Get valuable insights on deals Advanced deal intelligence
Advanced security features

Advanced security features

Meet your IT admin needs Custom password requirements and auto-expiration
 
Protect where data is accessed White labeled IP and mobile devices
 
Dedicated hosting for account Completely separate infrastructure for account data
 
Dedicated account management

Dedicated account management

White-glove support Named customer success manager
 
Personalized support channels Direct telephone contact
 
Personalized SLA Custom SLA to match your support needs
 

Try PipelineDeals free for 14 days

Every account starts with a trial of our full-featured Accelerator plan — no credit card required. After your trial ends, choose a plan that best fits your needs.

Start your free trial

Trust your team to an award-winning sales productivity app.