We designed PipelineDeals to make you and your team more productive. Our features deliver plenty of power to manage your sales process and learn from your data, but they never waste your time with unnecessary complexity.
Beautiful 3D 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.
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.
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.
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.