Plans and Pricing | PipelineDeals CRM

$ 25

/month per user, billed annually

Unlimited leads, contacts, deals & companies.
Unlimited storage for files & attachments.
25 custom fields for contacts, deals, & companies.
Create 100% custom sales funnel - definition, stages, & more.
Create, save & share custom views of reports.
Unlimited reporting & custom visual dashboard capabilities. Turn data into insights in minutes.
Assign & route hot leads based on round robin rules to both sales reps, as well as specific teams & individuals.
Control access to data by sales team & territory with user roles.
Track 6 types of sales KPI goals, create leaderboards & fuel healthy competition.
All customer data is protected, SOC 2 certified.
Access data anywhere - iPhone & Android app.
Log all emails sent in your customer activity history, including attachments, by using the smart BCC email feature.
Open API to integrate with your most important business apps.
Unlimited, best in the industry, technical support by phone, email & online chat.
Organize users onto one team, customize what your team can see, and give read-only access to your CRM.

$ 33

/month per user, billed annually

Unlimited leads, contacts, deals & companies.
Unlimited storage for files & attachments.
Unlimited custom fields for contacts, deals, & companies.
Create 100% custom sales funnel - definition, stages, & more.
Create, save & share custom views of reports.
Unlimited reporting & custom visual dashboard capabilities. Turn data into insights in minutes.
Assign & route hot leads based on round robin rules to both sales reps, as well as specific teams & individuals.
Control access to data by sales team & territory with user roles.
Track 6 types of sales KPI goals, create leaderboards & fuel healthy competition.
All customer data is protected, SOC 2 certified.
Access data anywhere - iPhone & Android app.
Log all emails sent in your customer activity history, including attachments, by using the smart BCC email feature.
Open API to integrate with your most important business apps.
Unlimited, best in the industry, technical support by phone, email & online chat.
Organize users onto two teams, customize what your team can see, and give read-only access to your CRM.

Convert prospects to customers for seamless handoff & knowledge transfer to account management team.
Manage key deliverables using milestones with deadlines, assigning collaborators, & tracking status.
Track account health to know if customers are happy, renewing, & purchasing more.
Customize & track revenue types like new, upsell, cross-sell & more.

$ 49

/month per user, billed annually

Unlimited leads, contacts, deals & companies.
Unlimited storage for files & attachments.
Unlimited custom fields for contacts, deals, & companies.
Create 100% custom sales funnel - definition, stages, & more.
Create, save & share custom views of reports.
Unlimited reporting & custom visual dashboard capabilities. Turn data into insights in minutes.
Assign & route hot leads based on round robin rules to both sales reps, as well as specific teams & individuals.
Control access to data by sales team & territory with user roles.
Track 6 types of sales KPI goals, create leaderboards & fuel healthy competition.
All customer data is protected, SOC 2 certified.
Access data anywhere - iPhone & Android app.
Automatically log all emails sent & received in customer activity history, including attachments.
Open API to integrate with your most important business apps.
Unlimited, best in the industry, technical support by phone, email & online chat.
Organize users onto an unlimited number of teams, customize what your teams can see, and give read-only access to your CRM.

Convert prospects to customers for seamless handoff & knowledge transfer to account management team.
Manage key deliverables using milestones with deadlines, assigning collaborators, & tracking status.
Track account health to know if customers are happy, renewing, & purchasing more.
Customize & track revenue types like new, upsell, cross-sell & more.

Get email notifications when a customer reads your emails, clicks on a link, or downloads attachment, all without them knowing.
Send targeted & personalized email campaigns to up to 1,000 people in a single blast.
Improve email performance with instant email reports & save the best performing emails as templates.
Eliminate productivity killers & save time with custom workflow automations to add tasks, notify users, & automate repetitive work steps.
Get intelligence on how quickly sales reps follow up on leads & where deals get stuck, in order to improve sales performance.
Track deals in multiple currencies & instantly convert your sales pipeline to one currency for reports.