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PipelineDeals Software

Name: PipelineDeals Software
Rating: 4.5 (2 reviews)

By PipelineDeals

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Highlights : About PipelineDeals Software

Customizable Reporting

Lead Tracking

Deal Tracking

Customer Relationship Management

Document Storage

Calendar

Customizable Deal Stages and Custom Fields

Customizable Lead Status and Sources

About PipelineDeals Software

PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots, real-time deal status updates and 3D charts on a comprehensive sales dashboard. With PipelineDeals, users gain access to pages that contain all activities, people, documents and events related to a single deal. By providing 12 standard data fields and 225 custom data fields, users are able to save as many details as they prefer. The system also sends trackable emails, so users always know when someone opens a message, downloads an attachment, or clicks a link. Sales associates can import existing data in bulk from other CRMs or spreadsheets while PipelineDeals scans for redundant data.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

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

Benefits

sales process

Create 100 custom deal stages to match your sales process and how your sales reps actually sell. Get visibility into your business's sales pipeline, see exactly where each prospect is in your sales process and use forecasting tools to understand which deals are stuck and which are scheduled to close and win by sales rep.

Add unlimited custom fields

Add unlimited custom fields for contacts, deals, and companies to your CRM so your business has the flexibility to capture and report on any type of data that is useful to your business. Set fields as optional or required to improve compliance.

Centralize pre and post sale customer activities

One version of truth - Centralize all pre and post sale customer activities from siloed data sources and systems, to single point of entry. Make business decisions based on data you trust, not on gut feelings.

Free up skilled talent resources & get actionable & timely insights

Build infinite types of charts and graphs in minutes, not weeks. Save hours and days pulling data from multiple sources and trying to make sense of it all. No data scientists or engineering skills needed. Free up skilled data science talent resources for other business critical initiatives. Make better and faster decisions, proactively address business problems instead of react to fires.

Cut your operating expenses

Save big on total cost of ownership of your CRM. Save over 50 on per user monthly license compare to Salesforce and save $99k+ a year on CRM admin. As business needs evolves, ongoing customizations will continue at some level post initial CRM implementation. Making ongoing changes is super intuitive, fast, and does not require specialized skills or a 3rd party vendor.

All customer data is protected, SOC 2 certified

Unlike with spreadsheets, all customer data in your CRM is centralized in one place and is always up-to-date, so that you can protect and restrict access to your company's most valuable asset when employees leave.

World Class Live Technical Support

Free US based live technical support from our team of CRM experts over the phone, email, and online chat. We're an extension of your team! Calls are answered in

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