PipelineDeals

Altpath.com, Home Pro Sales Group, Performance Runner, DecisiveFlow.com

PipelineDeals is designed by a sales agent for a sales agent. PipelineDeals offers the simplest and most intuitive solution to help businesses get organized around their business’s lifeline of future revenue. Part customer relationship management (CRM) software, part sales tracking, part lead tracking all wrapped into a super simple interface, PipelineDeals provides a real choice in the hosted CRM software market. Sales people are wired to work with other people, not drive software.

• Manage your sales pipeline
  • Track and archive all of your sales deals
  • Collaborate on and share deals with co-workers
  • Manage your sales pipeline
  • Report on your sales pipeline using powerful filtering
• Manage and Share Contacts
  • Manage and share contacts
  • Create follow-up tasks
  • Track all email communications by sending emails from Outlook or any email client into your PipelineDeals inbox
• Track your leads
  • Import leads and contacts from any CSV file
  • Create assign, and track your leads and lead sources
  • Report on which leads are converting the best for your company
• Keep a central sales calendar
  • View all of your appointments and to-dos in a simple calendar
  • Use ical to view your calendar in Outlook
  • Receive SMS reminders for your appointments
  • View and set appointments for team members
• Organize your sales documents
  • Upload sales presentations, contracts, excel files and more right onto your deals page
  • No storage limits for your sales documents
  • Share your documents with team members
• Report on your sales pipeline
  • Simple and powerful sales pipeline reporting
  • See which accounts have been contacted, which need follow-up, which are closing soon
  • Beautiful 3D sales pipeline charts bring your sales pipeline to life
• Customize the software
  • Customize sales stages, notes categories
  • Customize your organization's data visibility and user roles
  • Create standard to-do templates for your deals and leads
  • Create custom lead sources and tags
  • Our API enables you to integrate PipelineDeals data with any system
  • Send leads directly from your website into PipelineDeals
• Connect on the road
  • Manage your entire sales pipeline with your iPhone™
  • Have text messages sent to your cell phone to remind you of To-Do's
  • Latest Activity Reports and Daily Agenda’s can be emailed to your smart phone
  • Email leads directly into your account from anywhere

Simple, & Intuitive Design; Lower Total Cost of Ownership; Pay-as-You-Go, No Contracts.

PipelineDeals is about delivering on the promise of providing the minimum necessary software to make a company’s sales process as efficient as possible. They are about Simple CRM for Big Business. Whether you are a big business or aspire to be one, they can help you manage and track your sales pipeline resulting in more closed deals. Their solution is 100% web-based which means you have nothing to download and nothing to update. They also take care of storing your data, backing up your data and keeping your data secure.

CRM, Real Estate, Financial Services, Marketing Services, Design/Development Firms