PipelineDeals – Online CRM Software for Sales Tracking

PipelineDeals is online CRM Software for simple sales tracking. It organize your deals and contacts then track your entire sales process. Also report on your sales pipeline and close more deals, more efficiently.

  • 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
    • [advt]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
    • Its 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

 

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