PipelineDeals
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sales pipeline visibility
- Sales acceleration
- Deal management
- Contact & lead management
- Activity tracking
- Mobile access
- Data importing
- Custom list views
- Custom deals
- Priority and starred lists
- Lead sources
- Sales team coordination
- Sales goals
- Account customization
- Integrations
- Real-time notifications
- Real-time status updates
- Team collaboration
- Account permissions
- Detailed sales reports
- Centralized document storage
- Robust deal profile pages
Pricing Info
Pricing Info
Pipeline Deals offers 3 pricing packages and a 30-day, 100% money-back guarantee:
Start Plan – $25/mo/user (billed annually) or $29/mo/user (billed monthly)
- 25 custom fields for contacts, deals, and companies
- All customer data is protected, SOC 2 certified.
- Assign and route hot leads
- Control access to data by sales team and territory with user roles.
- Create 100% custom sales funnel
- Create, save, and share custom views of reports
- iPhone and Android app
- Log emails sent from CRM in customer activity history automatically and log emails sent from Gmail or Outlook with a single click.
- Open API
- Track 6 types of sales KPI goals
- Unlimited leads, contacts, deals, and companies
- Unlimited reporting and custom visual dashboard capabilities
- Unlimited storage for files and attachments
- Unlimited technical support via phone, email, and online chat
Develop Plan – $33/mo/user (billed annually) or $39/mo/user (billed monthly)
Includes all features of the Start plan, plus:
- Convert prospects into customers for seamless handoff and knowledge transfer to account management team.
- Customize and track revenue types like new, cross-sell, upsell, and more
- Manage key deliverables using milestones with deadlines, assign collaborators, and track status.
- Track account health to know if customers are happy, renewing, and purchasing more.
- Unlimited custom fields for contacts, deals, and companies.
Grow Plan – $49/mo/user (billed annually) or $59/mo/user (billed monthly)
Includes all features of the Develop plan, plus:
- Automatically log all emails sent and received from CRM, Gmail or Outlook in customer activity history, including email attachments.
- Eliminate productivity killers and save time with custom workflow automation to add tasks, notify users, and automate repetitive workflows.
- Get email notification when a customer reads your email, downloads attachment or clicks on a link, without them knowing.
- Get intelligence on how quickly sales reps follow up on leads and where deals get stuck to improve sales performance.
- Improve email performance with instant email reports and save the best-performing emails as templates.
- Personalize and send mass emails with any information in the CRM using mail merge.
- Track deals in multiple currencies and instantly convert your sales pipeline to one currency for reports.
Integrations
Integrations
PipelineDeals supports integrations with the following business systems and applications:
- QuickBooks
- 123FormBuilder
- Dedupely
- Backupify
- Paycove
- BedrockData
- Bitium
- Geckoboard
- ActiveDEMAND
- Webmerge
- Google Apps
- Google Docs
- Google Drive
- Help Scout – Help Desk
- Import2
- INinbox
- CallRail
- itDuzzit
- Kixie
- MailChimp
- Meldium
- Microsoft Excel
- Microsoft Outlook
- Revert.io – Cloud Backup
- RightSignature
- Userlike Live Chat
- Yesware
- Piesync
- Zapier
- Google for Work
- Google Sheets
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Garvin, Viva, MoPro, Summit Services
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
PipelineDeals is a simple CRM software built for sales teams in small and medium businesses operating in a wide range of industries. It has a variety of sales features, automation, and customer engagement tools that help you boost sales and improve the efficiency of your business.
Company Email
customercare@pipelinedeals.com
Contact No.
Company's Address
1932 1st Ave, Suite 814
Seattle, WA 98101
USA
PipelineDeals Comparisons
Popular PipelineDeals Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-Based Security
- Profile-Based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
- Access Control
- Quickstart Services
- Activity Management
- Calendar Management
Pricing Info
Claritysoft offers three SMB and enterprise pricing plans detailed below:
Sales Professional – $39/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-based Support
Sales Accelerator – $49/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
The CRM Suite – $69/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
Integrations
Claritysoft integrates with the following third-party applications:
- Microsoft Outlook
- Gmail
- Zapier
- Microsoft Excel
- QuickBooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Claritysoft helps businesses to deliver exceptional customer experiences for extensive growth and success.
Company Email
info@claritysoft.com
Contact No.
Company's Address
Claritysoft CRM (HQ)
565 Metro Place South
Suite 300
Dublin, OH 43016
USA
Claritysoft Comparisons
Popular Claritysoft Alternatives
Almost as crucial as useful features and client support quality are pricing plans offered by PipelineDeals and Claritysoft. Even though pricing should not be a deciding element it’s without a doubt a key thing to think about. You should try to find a flexible pricing plan that can be adjusted to your team size and painlessly scaled up every time your company grows. Be sure that you don’t opt for packages that include advanced tools that you won’t find useful and always make an effort to get in touch with the vendor directly because big companies can often benefit from special pricing. You should also give a chance to a free trial or demo of each service to spend at least some time working with it. It’s a valuable experience that doesn’t need you to pay any money and provides you with a reliable overview of what it’s like to work with PipelineDeals and Claritysoft.
Page last modified