Stand out from the crowd. Reach with the right person at the right time.
Store invoices and plans. Document customer interactions. Plan your work schedule.
Stand out in a competitive marketplace by pursuing new jobs with professionalism and persistence.
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.
Cornerstone Flooring is the nation's largest single-source manufacturer and installer of high-performance resinous flooring systems. Find out how they cut time to close by 43% while gaining valuable insights into their clients. Read the case study.
“ 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
“ With PipelineDeals, we're communicating better and closing deals much faster. The best thing is the reporting. All the information we need to accelerate our business is right at our fingertips. ” Kim Hicks, Sales Administrator, Cornerstone Flooring
This article cuts through the noise to offer three distinct pieces of software that are essential for a contractor.
Contractors are rapidly beginning to utilize technology but, until recently, have been slow to adopt customer relationship management systems.
Our partner SmartInsight offers a global construction network to easily search and connect with contractors to find projects.
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.
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.
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.
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.
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.
Sales-ready CRM to organize your business
You save $48/year per person with annual billing
Choose annual billing
save $48/year per person
Complete CRM to supercharge business growth
You save $120/year per person with annual billing
Choose annual billing
save $120/year per person