PipelineDeals is a customer relationship management (CRM) software designed to increase sales productivity. It enables sales teams to efficiently track leads, manage clients, send email campaigns, and monitor sales pipelines. It costs $29 to $59/user/month and is best for businesses that have complex sales processes.
PipelineDeals Pros & Cons
Simple and easy to use
Automation capability needs improvements
Efficient pipeline tracking and sales workflow mapping
Limited third-party integrations
Great customer support
Who PipelineDeals Is Best For
- Businesses with complex sales processes: It has specific features designed for salespeople—from monitoring lead progress to managing pipelines—to help them gain an overall view of their entire sales cycle and be aware of each stage.
- Companies that are actively scouting for leads: PipelineDeals has robust tools that indicate the health level of leads and potential clients, enabling users to identify which ones they need to engage and prioritize to grow their business faster.
PipelineDeals pricing is based on three plans: Start ($29 per user, per month), Develop ($39 per user, per month), and Grow ($59 per user, per month). The main difference between the plans is access to additional features that include multiple sales pipelines, email and task automation, account health tracking, and sales intelligence.
Looking for a free, easy-to-use CRM? Try Freshsales.
*Annual plans are paid in full at the beginning of the billing cycle.
The Start Plan is best for growing businesses that need sales CRM essentials. PipelineDeals’ most basic plan includes fundamental features that salespeople will find really helpful, such as custom deal stages, unlimited leads, contacts, deals, and companies, a mobile app, and custom reports and dashboards.
The Develop Plan is for teams that need to manage multiple sales pipelines. In addition to the features of the Start Plan, which are included in the Develop Plan, it also offers more advanced project management features, such as account management, milestone management, account health tracking, and customizable revenue types.
The Grow Plan provides automation features, including email automation, targeted and personalized email campaigns, task automation, sales intelligence, and multicurrency reports. It also includes all features from the Start and Develop plans.
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead and management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
PipelineDeals provides users with an extensive set of CRM tools to help them manage their customer relationships better and continuously grow their business.
Sales Pipeline Management
This feature enables users to visualize and understand their sales pipelines in order to grow their business. It provides tools to organize and develop customer relationships by giving sales managers great visibility into each stage of their team’s sales workflow.
This feature provides all the information a user needs to track the progress of each of their leads. They’ll receive tips and alerts to respond quickly and communicate better to their leads. Users will also have an idea if some leads are high-risk, and it enables them to share real-time updates with their team when they close a deal.
This feature lets users organize a directory of all their business contacts, including their profile and contact information as well as social media profiles.
Sales Team Management
This feature helps users establish team activity tracking processes to eliminate redundancy, delays, and confusion by organizing their team’s collective knowledge and providing a framework for collaborative sales efforts.
Most Helpful PipelineDeals Reviews
Most PipelineDeals reviews found online and on our site are positive. Users highlighted its robust sales tracking and monitoring functionalities, as well as helpful customer and account management features. They also commended its excellent customer support team. On the other hand, concerns raised by users include the need to improve task automation and third-party integrations.
Great tool to manage customer accounts & provides excellent support
“PipelineDeals makes organizing and taking notes a breeze. I manage over 260 accounts worldwide and keeping everything straight would be a mess without this program! I wish I had been given a heads-up to stop here before looking into other larger CRM systems. This does the job just as well (if not better) and has far superior support and customer service!”
Task automation needs improvement
“I wish it were easier to automate certain tasks. For instance, when I set a task to “check in” on someone (aka call or email them), I wish I could set an automation to automatically create a duplicate task and identify the number of days later to check in again. Additionally, the ability to organize tasks by time (not events) on the calendar would be nice.”
PipelineDeals Frequently Asked Questions (FAQs)
Does PipelineDeals integrate with other software?
Yes. PipelineDeals integrates with the most used business cloud software tools, from email automation and accounting software to project management and business communications.
Does PipelineDeals offer a free trial?
Yes. PipelineDeals offers a 14-day free trial option for those looking to explore its features. It doesn’t require a credit card upon registration. The free trial lets users access reports, insights, and client history. They can also track leads and gain visibility into their sales pipeline.
Does PipelineDeals have a mobile solution?
Yes. PipelineDeals has a Sales Pipeline app that lets users manage contacts, check customer history and deal details, and get real-time insights even when on the go. It is available for iOS and Android users.
Our Top CRM Provider Picks
If you aren’t sure if PipelineDeals is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.