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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
Pricing Model
- Monthly subscription per user
- Monthly subscription
- Yearly subscription per user
- Monthly site license
- Yearly site license
- Metered per minute
- Flat fee
- Percentage-based (% of collections or claims)
- Fee-based (fixed $/claim)
- Hybrid (combination of % and fixed amount/claim)
Service Terms Offered
- Commitment Free
- Free Setup
- Free Cancellation
- Money Back Guarantee
- Month-to-Month Option
- Keep Original Number
- Customizable Plans
- Account Manager
- Free In-Network Calls
- Unlimited Minutes
- International Calls
- Reduced Price for Multiple Users
Mobile Apps Offered
- None
- iOS
- Android
Mobile friendly?
- Yes
- No
Service Terms Offered
- Commitment Free
- Free Setup
- Free Cancellation
- Money Back Guarantee
- Month-to-Month Option
- Keep Original Number
- Customizable Plans
- Account Manager
- Free In-Network Calls
- Unlimited Minutes
- International Calls
- Reduced Price for Multiple Users
Support Features
- FAQs Section
- Tutorials
- Telephone Support
- Email Support
- 24/7 Support
- Online Chat
- Forum
- In-Person Training
- Social Media
- Knowledge Base
- Webinars
Installation Options
- Self-Installation
- Professional Installation
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
- Campaign Management
- Competitor Tracking
- Email Marketing
- Lead Management
- Marketing ROI and Analytics
- Drip Campaigns
- Landing Pages & Signup Forms
- Auto-Responders
- Shopping Cart Abandonment
- Social Activity Automation
- Conversion Tracking
- Link Tracking
Customer Service Features
- Built-in Reports
- Call Center Support
- Case Management
- Chat/IM
- Custom Reports
- Customer Portal/Account
- Email Management
- Escalation
- Knowledge Management
- Ticketing
- Real Time Sharing
- Self-Service
System / Management Features
- Employee Profiles
- Employee Tracking & Support Applications
- Group Calendar
- Knowledge base
- Performance Reviews
- Social CRM
- Project Management
- Event Management
Integrations
- Constant Contact
- GetResponse
- Outlook
- Web Dialer
Service Level Agreement
- Yes
- No
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