Organize your sales team in one place

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PipelineDeals

Customer Relationship Management

Relationships are the foundation of any business. Take care of them and watch your company grow.

PipelineDeals

Sales Pipeline Management

Build your sales pipeline by building relationships and keeping track of your sales pipeline.

PipelineDeals

Software to Empower Your Sales Team

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

See what PipelineDeals is doing to help manage contacts

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.

8th Light is a custom software consultancy headquartered in Chicago with offices in London, Los Angeles, and New York City. They are dedicated to crafting software that is beautiful, durable, and shows pride in workmanship. 8th Light chose PipelineDeals as their sales and account management software. 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 is simple, clear, and concise. It's not bogged down with a lot of extra noise. It was very difficult to get compliance with previous tools. Now we're capturing all the information we need in one system that's easy to access. That in and of itself is transformative. Margaret Pagel, 8th Light VP of Sales and Marketing

Managing a sales team requires a lot more than holding meetings and keeping track of goals. Sales managers must combine data from their team's sales funnel to make decision that guide their team and set the direction for the business. PipelineDeals removes redundancy and confusion by organizing your team's activity in one place and providing a framework for nimble sales teams.

Guide your team's sales activity

In PipelineDeals, managers can assign contacts and deals to their team. Keep your whole team ready to take point, whether it's providing critical information or jumping on a sales call, PipelineDeals makes it easy to work efficiently and with accountability.

View your team's sales pipeline

See deals across your team with a straightforward permission structure. PipelineDeals makes it easy for managers to view the deals. Keep the your team moving in the right direction and hitting quota.

Share and store sales documents

From collateral to contracts, salespeople need access to a number of documents to do their jobs. Make it easy for them to always have access to the most up-to-date information right in PipelineDeals. Store and share documents and quickly push out updated versions to give your team the tools they need.

Standard

Sales-ready CRM to organize your business

$ 25
/month per person

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

  • Engage prospects and clients
  • Easily manage and follow up
  • Manage your sales pipeline
  • Predict future sales
  • See details
Accelerator

Complete CRM to supercharge business growth

$ 33
/month per person

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

  • Standard features, plus:
  • Know who engages with your email
  • Decrease time to close deals
  • Save time with automated tasks
  • See details
Optimum

Unlimited CRM for large teams at scale

Contact us for pricing
+1 (866) 702-7303
  • Designed for teams —
    all plans start with 10 users
  • Accelerator features, plus:
  • Dedicated account manager
  • Advanced security features
  • Customization scoping
  • See details

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

  • Zen
  • Luke
  • Chris
  • Dean
  • Leif

Give us a call to discuss or schedule a demo:

+1 (866) 702-7303

Plan features

Standard

Accelerator

Try for free

Optimum

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
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
Advanced security features

Advanced security features

Meet your IT admin needs Custom password requirements and auto-expiration
 
Protect where data is accessed White labeled IP and mobile devices
 
Dedicated hosting for account Completely separate infrastructure for account data
 
Dedicated account management

Dedicated account management

White-glove support Named customer success manager
 
Personalized support channels Direct telephone contact
 
Personalized SLA Custom SLA to match your support needs
 

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

Trust your team to an award-winning sales productivity app.