PipelineDeals delivers all the CRM horsepower most financial services companies need without expensive implementation or time-consuming training. Your team can start getting more out of contacts and leads in a matter of minutes. And you can make the most of every opportunity with scheduled follow-ups, consistent templates, and customizable processes.
PipelineDeals is easy to use from any device. The more you use it, the better it gets. With robust filtering features, you can quickly focus on the deals and relationships that matter most. And the drag-and-drop reporting tool delivers instant insight to help you optimize your efforts.
By the time your free trial ends, we're betting you'll be hooked on our faster, easier approach to sales organization. We'd be delighted to keep your team selling strong for just $29 per user per month.