Vermeer Southeast is a regional dealer for the Vermeer heavy equipment manufacturing company. They provide high-end equipment, parts, services, and solutions for the underground construction and tree-care industries. Vermeer chose PipelineDeals to help them take control of their customer relationships. Read the case study.
Established in 2011, Reno Renovations offers preservation, rehab and general construction services in the greater Chicago area. The family-owned company outgrew Excel spreadsheets and chose PipelineDeals to manage their leads and keep their team on the same page. Read the case study.
“ 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. ” 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. ” Jillian Shuttleworth, 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.
Sales-ready CRM to organize your business
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Complete CRM to supercharge business growth
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save $120/year per person