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. Get 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. Get 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

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 Accelerator plan — no credit card required. After your trial ends, choose a plan that best fits your needs.

Start your free trial

Standard

Sales-ready CRM to organize your business

$ 25
/month per person

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

  • Designed for teams —
    all plans start with 3 users
  • 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

$ 49
/month per person

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

  • Designed for teams —
    all plans start with 3 users
  • 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!

  • Lisa
    Business Development Manager
  • Luke
    Account Executive
  • Chris
    Account Executive
  • John
    Sales Director

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