A Mobile CRM

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PipelineDeals

Reach customers when they're ready to talk

Stand out from the crowd. Reach with the right person at the right time.

PipelineDeals

Don't be tethered to the office

Build your sales pipeline by building relationships and keeping track of leads you're working with.

PipelineDeals

Follow up from anywhere at any time

Stand out in a competitive marketplace by pursuing new jobs with professionalism and persistence.

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

Selling on-the-go is a fact of life for most sales teams. Access mission critical information from anywhere the sale takes you. With PipelineDeals, you can access your sales pipeline from any mobile device with no extra costs or application requirements.

Don't let your technology tether your sales team to the office. Equip them with a CRM designed to go where your team goes. PipelineDeals CRM was designed with on-the-go salespeople in mind. Access PipelineDeals with our native Android and iOS mobile apps to maximize your sales productivity wherever you are.

Optimized for mobile, optimized for sales

PipelineDeals mobile optimized experience focuses on delivery sales professionals the essential information they rely on without weighing them down with unnecessary clutter or slow software.

Set up text message reminders

Each user in PipelineDeals has the option to add a mobile number and activate SMS reminders. When this feature is active, you will receive a text message 15 minutes before any event on your PipelineDeals Calendar.

No additional cost

Unlike many competitors, PipelineDeals includes unlimited mobile access as part of our simple monthly pricing. That includes our free iPhone and Android app, as well as optimized mobile browser access.

Start

For teams looking for sales cycle management

$ 25
/month per person

Billed annually
You save $48/year per person with annual billing

  • Unlimited Leads, Deals, Companies
  • Manage Your Sales Pipeline
  • Customize to Fit Your Business
  • Easy Email Tracking
  • See details
Develop

For teams looking to manage the entire customer lifecycle

$ 33
/month per person

Billed annually
You save $120/year per person with annual billing

  • Everything in the Start Plan +
  • Post-Sales Account Management
  • Track Major Customer Milestones
  • Highlight Key Contacts & Health
  • Report on Multiple Revenue Sources
  • See details
Grow

For teams looking to do fancy things with email, prospecting, and automations

$ 49
/month per person

Billed annually
You save $120/year per person with annual billing

  • Everything in the Start & Develop Plans +
  • Two Way Email Sync
  • Notifications When Leads Open Your Email
  • Smart Automations to Save You Time
  • Advanced Intelligence on Deals
  • See details

Have questions or unsure which plan best fits your needs? We’re happy to help!

  • Zen
  • Luke
  • Chris
  • Leif

Give us a call to discuss or schedule a demo:

+1 (866) 702-7303

Plan features

Start

Develop

Try for free

Grow

Trusted sales software

Trusted sales software

Securely access your data Bank quality security
Ask us anything (phone, email, or chat) Best support in the business
Back up important sales documents Unlimited document storage
Organize your pipeline

Organize your pipeline

Organize your sales team Three permission / visibility roles available
Build your own sales process Custom pipeline stages
Engage prospects and customers Unlimited leads, contacts, deals, and companies
See lists of your deals exactly how you want Customized list management
Create robust customer / prospect profiles Customizable fields and organization
Do not let another deal slip through the cracks

Don't let another deal slip through the cracks

Know where every deal is in your sales pipeline Sales reporting
Understand what to do next Task and appointment management
See what people are doing Activity tracking
Work better as a team

Work better as a team

Collaborate and share across all parts of your business Lead, contact, and deal management tools
Access deal and prospect information on the go Mobile apps for iPhone and Android
Works seamlessly with other tools Native integrations, Google Apps, and API access
Post-Sales Management

Post-Sales Management

Track major customer milestones Manage dates, status, and description of important milestones
Pin key dates to customer profiles Ensure important dates stay top-of-mind
Lightweight project management Associate tasks and events to milestones
Highlight customer health Show and describe your customer’s happiness
Account Based Marketing and Sales

Account Based Marketing and Sales

Highlight key contacts Identify key customer contacts
Understand hierarchy of customer contacts Show the relationship contacts have to your business
Land and expand to grow your business Develop strong relationships to expand deal opportunities
Track multiple sources of revenue Highlight where revenue is coming from
Help your sales team work smarter

Help your sales team work smarter

Send and receive email communications in one tool Two-way full email sync

Prioritize prospects and sales activity Email engagement tracking

Automate follow-ups Task automation

Integrate your sales playbook Sales process automation

Make better decisions

Make better decisions

Save time and share sales success Email templates and template sharing

Increase sales productivity Individual and team email analytics

Get valuable insights on deals Advanced deal intelligence

Try PipelineDeals free for 14 days

Every account starts with a trial of our full-featured Accelerator plan — no credit card required. After your trial ends, choose a plan that best fits your needs.

Start your free trial