PipelineDeals was my first choice from the start. The staff offer great support and customer service. They always reach back out to me. PipelineDeals software helps us all build our business relationships. Read case study.
David Chism, Owner of A David Creation
PipelineDeals has been a lifesaver. We deal in long-term relationships, and our customers value consistency. It's a tremendous advantage for us to have easy access to the full history of a customer relationship, including notes on 'handshake deals' that were made years ago. Read case study.
James Jeffcoat, Vermeer Southeast IT Director
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
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 and beautiful landscapes.
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.