Work smarter and faster with easy-to-use features.
Custom deal stages
Unlimited leads, contacts, deals, & companies
Unlimited file storage
Leading mobile app
Unlimited custom reports/dashboards
Import/export data with Excel or another CRM
Convert prospects with customer relationship features and project management.
Account management
Manage milestones, deadlines, and tracking status
Track account health
Customize revenue types
Grow your business with automated processes, advanced analytics, and email solutions.
Email automation
Targeted, personalized email campaigns
Task automation
Sales intelligence
Multi-currency reports
— Michael Diviney, Shaker Painting
— Crystal McLoughlin, PACE
— Kim Hicks, Cornerstone Flooring
Our Customer Success team provides Start Services programs. Our tailored guidance, phone support, and training ensures you get the most out of PipelineDeals. You’ll achieve your business goals with a Start Services program completely suited to your company’s needs.
During your 14-day free trial, you will be on the Grow plan to experience the full breadth of CRM capabilities we offer. You can have an unlimited number of seats during the trial period as well, because everyone should experience what a PipelineDeals CRM can do for sales. Sign up for a free trial now.
No, during your free trial, you will be on the Grow plan to fully experience all of the CRM capabilities PipelineDeals offers. Sign up for a free trial now.
Our sales team is based out of Seattle, Washington and we have representatives on the East Coast in Atlanta, Georgia. Click here to schedule a demo.
Most of our customers use a credit card to pay for monthly or annual fees. We also have annual invoicing. If you have another preferred payment method, get in touch with our sales team.
PipelineDeals platform is available in English. However, more than 60 types of currency can be chosen when you subscribe to the Grow plan.
PipelineDeals integrates with the most used business cloud software tools from email, accounting software, to project management. Visit our integrations page for a complete look.
We worked hard to design the most adopted CRM among SMBs, so we understand the journey it takes to reach CRM success. We offer a series of videos and articles in our Knowledge Base and we have a Customer Care team standing by to assist with any queries. If you are searching for more personalized service or training for your company, you can inquire about our Start Services programs managed by our Customer Success team. Click here to find out more.