PipelineDeals, A CRM Built for Plumbing and HVACR Contractors

Try it for free

Help your customers navigate the decision making process


Manage the unique workflow of the plumbing and mechanical business


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.

$ 25
/month per person

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

A CRM that empowers smaller teams to manage leads effectively.

$ 33
/month per person

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

Accelerate real growth through customer relationship features and project management.

$ 49
/month per person

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

Automate processes and use advanced analytics and email solutions to help your business grow.

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

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Give us a call to discuss or schedule a demo:

+1 (866) 702-7303

Try PipelineDeals free for 14 days

Every account starts with a trial of our full-featured Grow 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.