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
- Synchronization (emails, notes, tasks, leads)
- Integrations
- Leads & opportunities tracking
- Email marketing & management
- Customized dashboard
- Customized document templates
- Contact management
- Notes management
- Email & calendar editors
- Social & online media management
- Secured information storage
- Collaboration tools
- Central data backup recovery
- Appointments and meetings tracking
- Document management
- Project management
- Advanced search
- Document scanning
- Calendar sharing
- Reporting & analytics tools
- Market automation
- Sales automation
- Campaign dashboard
- Campaign management
- Newsletter management
- Product catalog
- Contact scheduler
- Customer database
- Quote management
- Territory management
- Remote access
- Call center management
- Integrated customer service
- Knowledge base
Pricing Info
InfoFlo has three different product plans. InfloFlo Basic has a one-time cost per user so there are no monthly fees involved. You can purchase additional upgrades for each plan. There is a free trial available that allows you to test all the key functionalities as well. You can easily sign up for InfoFlo free trial here.
InfoFlo Basic
$99.00/user
- Contact management
- Relationship management
- Import Contacts
- Import Email
- Email Management
- Email Editor
- Document archiving
- Audio recording
- Calendar management
- Calendar editor
- Notes Management
- Microsoft and Google map integration
- Skype integration
- SIP softphone
- Virtual office
- Text to speech
- SQL support
- Data Recovery
InfoFlo PBX
All InfoFlo Basic features plus:
$19.99/month
- Shipping Weight: 1.1025lbs
InfoFlo Cloud Hosting
All InfoFlo Basic features plus:
$79.99/month
Integrations
Add-ons:
- Project Management
- Document Management
- Outlook Sync
- Document Templates
- Advanced Search
- Reporting
- Advanced Tasks
- Shared Calendar
- PBX Integration
- Email Marketing
- Document Scanner
- Card Scanner
- Office Server Sync
- InfoFlo Offline
- Email Analytics
- Google Sync
- QuickBooks Sync
- Advanced Permissions
- Document Auto Naming
- Call Recording
- Scheduled Backup
- Invoicing
In addition, InfoFlo integrates with the following systems and applications:
- Outlook or CSV in Outlook format
- Skype
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SolarVision, Gilman, Pope, Scribner & Robles, Cognyst International
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
InfoFlo is a software tool that lets you fully integrate and manage contacts and improve business relationships by efficiently tracking leads and creating a sales process. It is simple and easy to use. Also, it has additional modules for newsletter management, market automation, call center management, and many more.
Company Email
sales@carmelvision.com
Contact No.
Company's Address
241 Sheppard Avenue West Toronto,
ON Canada M2N 1N2
InfoFlo Comparisons
Popular InfoFlo Alternatives
If you are still having second thoughts about which software will work best in your case it may be a sound idea to take a look at each service’s social metrics. Such metrics are usually a sign of how popular each software is and how big is its online presence. For instance PipelineDeals Twitter account has currently 3474 followers. At the same time InfoFlo Twitter is followed by 1404 users.
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