Increase Productivity. Get More Jobs. Charm Your Clients.

PipelineDeals is a contractor oriented customer engagement and workflow tracking program to help you work smarter.

Try it for free
PipelineDeals

Engage Potential Customers

Stand out from the crowd. Reach with the right person at the right time.

PipelineDeals

Manage Workflow

Store invoices and plans. Document customer interactions. Plan your work schedule.

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 for other specialty contractors

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

Contractor's Tool Kit

This article cuts through the noise to offer three distinct pieces of software that are essential for a contractor.

SmartInsight

Our partner SmartInsight, the fastest growing construction network, allows subcontractors to find more projects, gain industry visibility, and make contractor connections.

CRM For Contractors

Contractors are rapidly beginning to utilize technology but, until recently, have been slow to adopt customer relationship management systems.

Nolan Consulting Group

Our partner Nolan Consulting Group provides businesses the experienced guidance they need to succeed and win with proven sales training and operational guidance.

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.

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

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
  • 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