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PipelineDeals - CRM

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  • Deployment:
  • Company Size:SML
  • Features:
  • Platforms:
  • Pricing:

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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
  • Yes
  • No
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
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
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
System / Management Features
  • Employee Tracking & Support Applications
  • Group Calendar
  • Performance Reviews
  • Employee Profiles
  • Knowledge base
  • Social CRM
  • Project Management
  • Event Management
Integrations
  • Outlook
  • Constant Contact
  • GetResponse
  • Web Dialer
  • Facebook
  • Twitter
  • LinkedIn
Price
  • 1 - Inexpensive
  • 2
  • 3 - Moderate
  • 4
  • 5 - Expensive
Features
  • 1 - Limited features
  • 2
  • 3 - Moderate
  • 4
  • 5 - Full featured

Pricing

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