CRM for Professional Services Industry | PipelineDeals

CRM for Professional Services

Stay organized by storing data for each of your clients all in one place. Improve customer relationships and streamline your sales process with PipelineDeals' customer relationship management (CRM) software. Whether you need CRM for your accounting firm or are a financial advisor looking for an intuitive CRM solution, PipelineDeals has a customizable solution to meet your needs.

Our CRM helps architects, designers, and companies across the professional services spectrum manage bids, administer contracts, and land new clients. Expand your business and grow your bottom line with our easy-to-use CRM solutions.

Our simple software and convenient app allow you to keep track of all your contacts and manage each relationship from any location. Up-to-date information and alerts mean you're always connected to your team and always on the same page. Keep track of conversation histories, past contracts, marketing communications, and more.

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CRM for Professional Services industry

Manage clients. Win more jobs. Double revenue.

Get up and running fast, within 48 hours. PipelineDeals CRM software is easy to use and install. And it's affordable — licenses cost only $1.10 per person per day.

CRM customer profile for Professional Services

Keep track of all your clients and land new leads with PipelineDeals CRM software.

Easy adoption —

Our platform is intuitive and easy to use by every member of your team. Be up and running in 48 hours, and start improving your customer relationships right away. Watch a live demo to get started, or you can opt for complete onboarding assistance. And you're never alone with our amazing customer support.

Seamless collaboration —

Whether your team has two members or 2,000, with PipelineDeals, you can keep track of every client and every sale. Every time a contact is updated, team members associated with that contact receive an alert, so you're always connected and on the same page.

Improve relationships —

Spend more time on building your relationships and less time on admin. Keep track of leads, customers, and contractors. Save contact details, set communication reminders, and manage your relationships effortlessly.

Craig Wishner, Wire Stone Digital Marketing

PipelineDeals gives me what I need to be successful in my journey when starting out my day... it really just gets things at my fingertips and makes my life a lot easier.

— Craig Wishner, Wire Stone Digital Marketing

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Manage contracts and warm new leads — all in one place.

Customize the details —

PipelineDeals is as simple or custom as you need it. You can rename each bid stage or metric to reflect your company's language. Or set up recurring campaigns, include foreign currency, add your company logo, and more.

Forecast sales —

When you have better insight into your progress, you can make better business decisions. Map, record, and see every stage of the bid as it progresses through your sales cycle. Monitor where all your bids are so you can identify priorities and future opportunities.

Documents and notes —

Upload important documents and attach notes to your contacts, such as job titles, driving directions, and any unique attributes. Instead of making mistakes or relying on your memory for accurate numbers, trust PipelineDeals to be your assistant.

Email integration —

Sync your Microsoft Outlook or Gmail account with PipelineDeals, so you can keep important messages in the same place you track bids, contracts, and client information.

Mobile CRM for Professional Services industry

Ready to grow more relationships? Don't take our word for it.

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Let us show you how you can turn your sales team into a scalable and predictable growth machine.

For faster service, call +1 (866) 702-7303.

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