Key Features

  • Customizable Reporting
  • Lead Tracking
  • Deal Tracking
  • Customer Relationship Management
  • Document Storage
  • Calendar
  • Customizable Deal Stages and Custom Fields
  • Customizable Lead Status and Sources
  • Customizable Note Categories and Tags
  • Custom Color, Branding and Subdomain
  • Google Apps Integration
  • Email Marketing Integration
  • Outlook Integration
  • Native iPhone & Android Apps
  • Lead Management
  • Sales Pipeline Tracking
  • Email Tracking
  • Email Insights and Analytics

Screenshots

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

No
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Overview

PipelineDeals is a Customer Relationship Management Software and Sales Acceleration Toolkit designed to make selling as simple and effective as possible. Effortlessly follow a lead through your sales pipeline, set reminder and tasks, send follow-up emails, and manage all contact information in one easy-to-access and collaborative space. PipelineDeals enables you to become more effective with less clicks, so you can spend your time closing business.


  www.pipelinedeals.com

Specifications

Intended Users
Freelancers, Non Profits, Small Business
Devices Supported
Android, iPhone-iPad, Linux, Mac, Windows, Web-based, Mobile Web App
Supported Countries
Asia, Australia, Brazil, Canada, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States
Supported Languages
English
Support Options
Knowledge Base, Online Support, Phone Support, Video Tutorials
Certifications
Verisign

Pricing

Starting from: $24.00/month

Pricing model: Open-source, Subscription

Free Trial: Available (No Credit Card required)

$24 per user per month: Basic Plan-

*Sales Pipeline Management
*Activity & Sales Reporting
*Google & Outlook Integrations
*Unlimited Leads, Contacts, Deals & Tasks
*Unlimited Document Storage
*Dynamic Custom Fields
*Saved Searches
*Amazing Customer Support

$48 per user per month: Accelerator Plan-

*All of the above
*Email Automation & Acceleration
*Trackable Email Campaigns
*Email Templates & Analytics
*225 Customizable Fields

Benefits

  • PipelineDeals is designed to be easy to use while providing your sales team with a powerful set of tools to best manage your sales process.

  • Integrate With Google Apps & Outlook - Seamlessly sync your Google Apps or Outlook contacts and calendar with PipelineDeals.

  • Win More Deals - Get organized and stay on top of your deals and prospects. We help you manage your sales pipeline so you can focus on selling, not software.

  • Lead Management - Qualify, assign and convert your leads right into your deal flow. Bring leads straight from your website with our web-to-leads API.

  • Send Trackable Emails - PipelineDeals lets you send trackable email to your contacts and leads. Know immediately when your lead opens an email, clicks a link, or downloads an attachment.

  • Go Mobile - Take advantage of our dedicated apps for iPhone and Android. Update your deals, record activities with your clients, and map to your prospect's workplace on-the-road.

  • Collaborate - Increase teamwork and eliminate duplicate efforts with conversations on each deal. Share deals and contacts among teammates.

  • Custom Reporting - Start off with standard reports, but we give you the flexibility to build the report YOU want. Export your data in either a .pdf or .csv format whenever you want.

  • Tap into Social - Connect your contact databases into Google, LinkedIn, Facebook and Twitter.

  • Customized for your business - Use your own logo, colors, deal stages, deal custom fields, note types, to do templates and more.

  • Safe and Reliable - Secured with the same type of encryption banks use, we keep your data safe. We back up your data regularly and have had 99.96% uptime over the last four years.

  • Amazing Support - Since 2006 we have provided our customers with US-based phone and email support.
  • User Reviews

    Verified
    Reviewer

    Sales Tracking and SO Much More -- Perfect for Small Publishers

    Amy Robb, Founder | Slidetray Media19th of June 22:40

    I reviewed oodles and oodles of cloud-based CRM tools (Insightly, Salesforce, Sugar, etc) looking for a features that would allow me to easily build a customer (and contact) management system that would allow our team to track data related to distribution of our publication, subscriptions and renewals, writer and photographer contacts and correspondence, plus advertising (and renewal) sales. I test drove at least a half-dozen other products -- none of which were built in a way that accommodated other data management needs in a simple, easy to use way like Pipeline. There are other systems out there for publishers, but most cost in the ballpark of 100-150 per month to use. Pipeline is the only product I'd recommend to other small publishers -- and for two of us on staff, it's a life-save. If you're using six excel spreadsheets to track information and punting it back and forth between multiple contributors -- for heaven's sake. Stop. Do a trial. It'll speak for itself. (Oh, and did I mention the awesome mobile app? There's a mobile app. Business contacts anywhere on the go).

    Wow

    Impressed6th of May, 2012 23:14

    After reviewing MANY other CRM solutions, I made the decision to implement Pipeline Deals. For our simple sales cycle, it's absolutely perfect. We have an in-house production management product, so this is really only needed for the front end of the sales cycle and does the job to perfection. It helps me stay on track with current deals and neglected customers, plus they don't require an implementation up-front cost like other solutions.

    Great for small business

    Erik4th of January, 2012 13:43

    For the price it does what we need it to do. Very satisfied with software and support

    A competitive product if you want straightforward sales automation

    Adrian4th of January, 2011 02:56

    On the surface there’s a lot to like about PipelineDeals. Despite some wasted space and curious design choices, the UI is generally clean and straightforward, and manages not to be overwhelming, an achievement in its own right. We like that. We also like the “home” tab, which provides an “at a glance” view of your daily agenda, latest activities, deals by stage, and other general information. It’s an instantly usable product. Dig in a little deeper and the picture gets more complex. PipelineDeals organizes people and companies into three main categories: “leads,” “deals,” and “contacts.” Leads are unqualified contacts that need some sales work: deals are concrete revenue opportunities to be won or lost: contacts are just about everyone else, and can be associated with deals.

    Easy to use and well accepted sales management tool

    Michael9th of November, 2010 08:59

    This product has all the basics of a good CRM solution, contact management, deals management, reprots....It is simple to use which guarantees a good adoption from the sales and marketing team. This has been our main issue with the tool we used previously

    A great blend of customization and ease-of-use.

    AdamV9th of September, 2010 21:19

    I tried out Salesforce, Highrise and several other CRM apps before going with Pipeline Deals. I feel like CRM packages like Salesforce have way too much stuff/junk and it feels way over built, on the other hand packages like Highrise have virtually no customization and lacks essential features. I am a creative person not a salesperson and I've easily been able to adapt their software to my sales needs. The best part is I can create sales templates to remind me to follow-up and track which of my sales leads have the best return on investment. Since I've started using their software I've been able to keep track of my opportunities and close more deals. I also forward my e-mails to Pipeline Deals, this way I can keep track of all the communication going out or coming in for deal. I can also keep track of which people are associated with the deal. If someone calls me and I haven't spoken to them in six months I can quickly find out what we were talking about.

    Write a review

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    FAQs for PipelineDeals

    Below are some frequently asked questions for PipelineDeals.

    Q. What are the main features of PipelineDeals?

    PipelineDeals offers the following features:

    • Customizable Reporting
    • Lead Tracking
    • Deal Tracking
    • Customer Relationship Management
    • Document Storage
    • Calendar
    • Customizable Deal Stages and Custom Fields
    • Customizable Lead Status and Sources
    • Customizable Note Categories and Tags
    • Custom Color, Branding and Subdomain
    • Google Apps Integration
    • Email Marketing Integration
    • Outlook Integration
    • Native iPhone & Android Apps
    • Lead Management
    • Sales Pipeline Tracking
    • Email Tracking
    • Email Insights and Analytics

    Q. How much does PipelineDeals cost?

    We have the following pricing information for PipelineDeals:

    Starting from: $24.00/month
    Pricing model: Open-source, Subscription
    Free Trial: Available (No Credit Card required)

    Q. Who are the typical users of PipelineDeals?

    PipelineDeals has the following typical customers:

    Freelancers, Non Profits, Small Business

    Q. What languages does PipelineDeals support?

    PipelineDeals supports the following languages:

    English

    Q. What type of pricing plans does PipelineDeals offer?

    PipelineDeals has the following pricing plans:

    Free Trial, Open-source, Subscription

    Q. Does PipelineDeals support mobile devices?

    PipelineDeals supports the following devices:

    Android, iPhone-iPad, Mobile Web App

    Q. Does PipelineDeals offer an API?

    Yes, PipelineDeals has an API available for use.

    Q. What other apps does PipelineDeals integrate with?

    PipelineDeals integrates with the following applications:

    MailChimp, Bitium, RightSignature, Backupify, Geckoboard, 123ContactForm, Userlike Live Chat, INinbox, Zapier, Microsoft Outlook, Yesware, Help Scout, LinkedIn, itDuzzit, Revert - Cloud Backup, Microsoft Excel, Google Docs, Google Drive

    Q. What level of support does PipelineDeals offer?

    PipelineDeals offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials


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