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Benefits and Insights

Why use PipelineDeals?

Key differentiators & advantages of PipelineDeals

  • Improves Business Outcomes: With detailed visibility into customer accounts, users can nurture relationships, recognize upsell opportunities and grow business. It helps manage project details, key deliverables, deadlines and milestones. 
  • Supports Collaboration: Team-centric accounts enable knowledge transfer across teams, ensuring collaborative strategizing. 
  • Grants Full Pipeline Control: A visual sales pipeline lets users track multiple sales workflows with accuracy, gain control of the pipeline with visual reporting, track each deal's progress and view activities in real time. Such detail enables users to map, record and see every stage of a sale. 
  • Streamlines Lead Management: Users gain efficiency by having all the information required to track the progress of each lead. The system facilitates better communication, faster responses, sharing of real-time updates with team members and customizable status tracking. 
  • Optimizes Selling: Users can maximize pipeline opportunities with the ability to see when leads are at risk and know which items are most important to prioritize. This visibility makes business decisions more informed. 
  • Enables Efficient Sales Processes: Sales team management tools let managers guide sales reps and set objectives for them. They can eliminate delays, confusion and redundancy by designing a framework for collaborative sales efforts and organizing the collective knowledge of the team. 

Industry Expertise

PipelineDeals offers strong sales capabilities to small and medium businesses across a wide range of industries, such as manufacturing, construction, transportation and logistics, professional services, wholesale and distribution, landscaping contractors, flooring contractors, fencing contractors, agencies, plumbing and HVAC.

Key Features

  • Automation: Sales reps can free up time to engage leads across multiple channels and increase sales by adding efficient workflows. With suggested next steps and activity reminders, they can focus on the most valuable tasks. As leads move through the pipeline leading to closed deals, users can also share progress reports across teams. 
  • Reporting: This feature allows users to actively measure business health through data-driven reports that are shareable across teams. Comparison charts show which team members or what type of leads bring in the most revenue, as well as the success of business deals over the lifecycle. Users can also track team performance, types of deals acquired and custom data points. 
  • Email Sync: This feature saves time and streamlines workflows by helping users manage emails in the sales pipeline. A complete history of sales communication is viewable in an easy-to-filter place so that fewer deals are missed out on. 
  • Mobile App: Android and iOS apps help users manage their sales pipeline while on the go. It offers sales-focused features like smart search, talk-to-text records, real-time notifications, tasks and calendars, one-click activity notes, a mobile business card scanner and nearby geolocation. 
  • SuperShare: The platform enhances productivity and enables faster deal closing by letting users collaborate from the dashboard in real time and add activities to deals. Users can grant access and share deals with outside partners. 
  • Customization: Users can boost the sales process by customizing details based on their unique business needs. They can customize field names, choose which data to see first, assign permissions to team members, prioritize important customer details and use templates. The system color and theme can also be changed to match a company’s brand. 
  • Integrations: PipelineDeals integrates with popular software including Mailchimp, Google apps, Outlook, Excel, QuickBooks, Zapier, Paycove, Help Scout, ActiveDemand and more. 

Limitations

At the time of this review, these are some of the limitations of PipelineDeals according to user feedback:

  •  The contact layout lacks clarity as the information regarding contact, owner and company is presented illogically. 
  •  The layout of data fields is difficult to navigate while looking for a specific item. 
  •  It only allows tracking one email contact at a time, unless a campaign is created. 

PipelineDeals Suite Support

PipelineDeals offers detailed resources in the form of ebooks, FAQs, classes, webinars and extensive articles. The section also includes testimonials, onboarding services and information about security.

mail_outlineEmail: Customer care agents can be reached at [email protected]
phonePhone: Users can reach support agents at +1 (866) 702-7303, Monday to Friday, 8 a.m. to 8 p.m. EST.
schoolTraining: PipelineDeals offers free educational classes about how to use the software, receive product updates and expand sales knowledge. Users can download class notes, watch pre-recorded classes and register for live webinars. The website has a dedicated section for customer support that includes how-to videos and extensive articles on guides, FAQs and workflows.
local_offerTickets: No ticket support is listed.