- Deployment:
- Company Size:SML
- Features:
- Platforms:
- Pricing:
Media
Details
PipelineDeals is a simple and very useful CRM software available in the cloud that you can use to manage, analyze and supervise sales opportunities and transactions. The system allows you to set goals, create forecasts, keep an eye on deadlines, and generate the important reports needed by sales managers.
PipelineDeals provides a quality user interface with an impressive functionality and design. The iPhone app also makes a good impression.
What’s more, the software enables two-way synchronization with Google Apps applications. Vendors who use PipelineDeals have the opportunity to build healthy relationships with their customers.
The PipelineDeals consists of the following versions:
- Standard Edition: This version comes with all the standard CRM features such as tracking activities & drive engagement, access on desktop & mobile and the visualization of your sales pipeline.
- Accelerator Edition: This version has all the functionality of the Standard Edition plus productivity tools to increase your sales rep performance, such as automate frequent tasks and email tracking.
What will you gain if you decide to work with PipelineDeals?
- A clear view of the entire sales process.
- You can customize stages of the sales process for your needs.
- You will have access to the full history for each contact with the customer.
- You quickly find when you scheduled any appointments.
- You will be able to keep abreast of the progress of each transaction.
- Quickly create reports tailored to your needs.
- Synchronize contacts from Gmail and Google Calendar into PipelineDeals.
- You will receive daily updates and analysis of sales opportunities, all delivered to your inbox.
- The online dashboard enables users to manage customer data, deals, marketing objectives, and documents from a central location.
PipelineDeals offers a high-quality user interface, perfectly matched with features and a design ideal for small and medium enterprises.
Features
Deployment
- Hosted (Cloud)
- On-Site (Premise)
Features
- Mobile App
- Dialer Integration
- Invoicing
- Email Marketing
- Marketing Automation
- Analytics
- Knowledge Database
Pricing Model
- Monthly subscription per user
- Yearly subscription per user
- Metered per minute
- Monthly site license
- Yearly site license
- Flat fee
- Monthly subscription
- Percentage-based (% of collections or claims)
- Fee-based (fixed $/claim)
- Hybrid (combination of % and fixed amount/claim)
Target Company Size
- Startup
- Small-to-Medium Business
- Enterprise
Service Terms Offered
- Commitment Free
- Free Setup
- Free Cancellation
- Money Back Guarantee
- Month-to-Month Option
- Keep Original Number
- Customizable Plans
- Free In-Network Calls
- Unlimited Minutes
- International Calls
- Reduced Price for Multiple Users
- Account Manager
Mobile Apps Offered
- None
- iOS
- Android
Service Level Agreement
Support Features
- FAQs Section
- Tutorials
- Telephone Support
- Email Support
- 24/7 Support
- Online Chat
- Forum
- In-Person Training
- Social Media
- Knowledge Base
- Webinars
Compatible Operating System(s)
- Windows
- iOS
- Linux
- Mac
- Android
Deployment
- Hosted/Cloud
- On-Premise
- Mobile
Salesforce Automation
- Account Management
- Call Management
- Contact Management
- Customer Interactions
- Document Management
- File Sharing
- Inventory Management
- Invoicing
- Lead Management
- Opportunity Management
- Order Tracking
- Partner Management (PRM)
- Product Purchase Reports
- Sales Analytics
- Sales Collaboration
- Sales Quotes
- Territory / Quota Management
- Workflow Automation
- Funnel management
- Filters
- Call Log
- API
- Task Management
Marketing Automation
- Email Marketing
- Competitor Tracking
- Campaign Management
- Lead Management
- Marketing ROI and Analytics
- Drip Campaigns
- Landing Pages & Signup Forms
- Auto-Responders
- Social Activity Automation
- Shopping Cart Abandonment
- Conversion Tracking
- Link Tracking
- Pipeline Management
- Sales Pipeline
- Custom Dashboards
- Built-In Dashboards
- Sales Forecasting
- Charts
Customer Service Features
- Email Management
- Customer Portal/Account
- Self-Service
- Real Time Sharing
- Chat/IM
- Case Management
- Knowledge Management
- Escalation
- Call Center Support
- Custom Reports
- Built-in Reports
- Ticketing
- Multiple Currencies
System / Management Features
- Employee Tracking & Support Applications
- Group Calendar
- Performance Reviews
- Employee Profiles
- Knowledge base
- Social CRM
- Project Management
- Event Management
- Activity Tracking
- Role-Based Permissions
- Single Sign On
- Lead Scoring
- SMS
- Notifications
- Limit 10000 contacts
- Limit 7500 contacts
- Limit 5000 contacts
- Limit 3000 contacts
- Limit 1000 contacts
- AI Features
- Vendor Management
- Mobile App
- Data Migration
- Call/Phone
- Contact List
- Web Forms
- Unlimited Users
- Gamification
- Deal Scoring
- Data Exports
- Geolocation
- Call Scripts
- Call Recording
- Call Tracking
- Sentiment Analysis
- Email Templates
- Appointments
- Tags
- Fields
- Automated Distribution
- Data Imports
Integrations
- Outlook
- Constant Contact
- GetResponse
- Web Dialer
- G-Suite
- Amazon Seller Central
- Fedex Rates & Shipping
- Zoho Finance Suite
- Pay U
- QuickBooks
- Paypal
- Zoho Desk
- Zendesk
- Zoho Campaigns
- MailChimp
- dotConnect
- Google Analytics
- Zoho Analytics
- Zoho WorkDrive
- Dropbox
- Google Drive
- Zoho Flow
- Trello
- Zapier
- Zoho Cliq
- Microsoft Teams
- Slack
- Zoho PhoneBridge
- Amazon Connect
- Ring.io
- Zoho Meeting
- GoToMeeting
- Zoom
- Stripe
- wepay
- MS Office 365
- Power BI
- Private Apps
- Public Apps & Integrations
- Sync API
- Firehose API
- Hubspot
- Core API
Price
- 1 - Inexpensive
- 2
- 3 - Moderate
- 4
- 5 - Expensive
Features
- 1 - Limited features
- 2
- 3 - Moderate
- 4
- 5 - Full featured
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