PipelineDeals, A CRM Built for Plumbing and HVACR Contractors

Try it for free

For faster service, call 1-866-491-4489.

PipelineDeals

Help your customers navigate the decision making process

PipelineDeals

Manage the unique workflow of the plumbing and mechanical business

PipelineDeals

Keep the relationship after the job is done

See what PipelineDeals is doing to help contractors succeed.

SunX Solar Systems

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. Read case study.

— Dan Stifle, Partner, SunX Solar Systems

Jillian Shuttleworth, Reno Renovations Office Manager

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. Read case study.

— Jillian Shuttleworth, Reno Renovations Office Manager

Kim Hicks, Sales Administrator, Cornerstone Flooring

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. Read case study.

— Kim Hicks, Sales Administrator, Cornerstone Flooring

PipelineDeals makes it simple to manage everything about a job from estimate to happy customer — all in one place.

Manage deals in one place

Know what bids are in the works.

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.

Document storage

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.

Deal profile

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.

mobile app pipeline notifications

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. Receive phone alerts when someone mentions you on a lead, contact, or ongoing deal.

Start
$ 25
/month per person
Try it free

A CRM that empowers smaller teams to manage leads effectively.

Develop
$ 33
/month per person
Try it free

Accelerate real growth through customer relationship features and project management.

Grow
$ 49
/month per person
Try it free

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!

  • Jon
  • Amelia
  • Spencer

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.