A CRM To Help Businesses Grow Their Customer Relationships

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PipelineDeals

Stop Guessing

Know what to do next to keep your sale moving forward.

PipelineDeals

Manage Your Sales Pipeline

Track and manage your sales process from beginning to end.

PipelineDeals

Be The One That Followed Up

Stand out in a competitive marketplace by pursuing new jobs with professionalism and persistence.

See what PipelineDeals is doing to help manage contacts

Vermeer Southeast is a regional dealer for the Vermeer heavy equipment manufacturing company. They provide high-end equipment, parts, services, and solutions for the underground construction and tree-care industries. Vermeer chose PipelineDeals to help them take control of their customer relationships. Read the case study.

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.

PipelineDeals has been a lifesaver. We deal in long-term relationships, and our customers value consistency. It's a tremendous advantage for us to have easy access to the full history of a customer relationship, including notes on ‘handshake deals' that were made years ago. James Jeffcoat, Vermeer Southeast IT Director

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

Bring your sales pipeline to life

View charts in the Sales Dashboard on your PipelineDeals homepage show you where you are and where you're going at a glance. Choose from seven charts displaying key pipeline metrics.

Receive a daily pipeline snapshot

Every day PipelineDeals sends the Morning Coffee Report to your email inbox. This report provides an overview of the prior day's progress and your latest sales pipeline numbers. It's a great way to stay current and identify trends.

Make your CRM a total sales platform with Connect

Connect is a complete email integration solution to help salespeople maximize productivity and deepen customer relationships in one easy-to-use system. Sync your Google Apps, Outlook, and other IMAP email services to send and receive your communication directly in PipelineDeals.

Manage everything about a deal in one place

Each deal you add in PipelineDeals gets its own comprehensive page. With 12 standard data fields and up to 25 custom fields, you can track as much detail as you like. Deal pages also consolidate all activities, people, documents, tasks, and events.

View real-time deal status updates

From your PipelineDeals homepage, you can see all the latest activity on your deals. Managers can see activity on all their team deals, and Executives can see all deal activity company wide. Click on any item to go directly to the deal page and get more information.

Start

For teams looking for sales cycle management

$ 25
/month per person

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

  • Unlimited Leads, Deals, Companies
  • Manage Your Sales Pipeline
  • Customize to Fit Your Business
  • Easy Email Tracking
  • See details
Develop

For teams looking to manage the entire customer lifecycle

$ 33
/month per person

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

  • Everything in the Start Plan +
  • Post-Sales Account Management
  • Track Major Customer Milestones
  • Highlight Key Contacts & Health
  • Report on Multiple Revenue Sources
  • See details
Grow

For teams looking to do fancy things with email, prospecting, and automations

$ 49
/month per person

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

  • Everything in the Start & Develop Plans +
  • Two Way Email Sync
  • Notifications When Leads Open Your Email
  • Smart Automations to Save You Time
  • Advanced Intelligence on Deals
  • 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

Start

Develop

Try for free

Grow

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
Post-Sales Management

Post-Sales Management

Track major customer milestones Manage dates, status, and description of important milestones
Pin key dates to customer profiles Ensure important dates stay top-of-mind
Lightweight project management Associate tasks and events to milestones
Highlight customer health Show and describe your customer’s happiness
Account Based Marketing and Sales

Account Based Marketing and Sales

Highlight key contacts Identify key customer contacts
Understand hierarchy of customer contacts Show the relationship contacts have to your business
Land and expand to grow your business Develop strong relationships to expand deal opportunities
Track multiple sources of revenue Highlight where revenue is coming from
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

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.