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
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
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
Keep track of what bids and estimates are in the works all in one place. When you close a new deal, put it at the top of mind for the crew handling it to ensure a smooth handoff. PipelineDeals helps you to plan ahead for upcoming jobs to integrate them into your current routes and make sure they get the resources they need.
Manage your accounts and record every interaction to ensure a job well done. Keep track of resources, timelines, and customer expectations in one integrated job profile. Track a deal from estimate to completion in a centralized location so those who need it can access it.
Forget the clipboard. Attach estimates, invoices, and other critical documents directly to customer accounts for easy access from anyone who needs it. Include PDFs, spreadsheets and photos of the job site to create accurate estimates.
Monitor your project pipeline and your route volume to maximize your resources. Keep track of which jobs are finishing and which are coming up and share this information across your team to keep the crew running. Receive phone alerts when someone mentions you on a lead, contact, or ongoing deal.