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
- Ticket templates
- Integrated interactive reports
- Data export (PDF, XML, CSV)
- Point-and-click codeless configuration
- Asset management/CMDB
- Custom reports builder
- Customizable views
- Active Directory/LDAP Integration
- Tasking
- Self-service web portal
- Interactive dashboards
- Incident management
- Automated escalation rules
- Problem management
- Change management
- Client management
- Knowledge base
- Service level management
- Asset audit trail
- Integrated reports
- Automated ticket routing
- Service Level Agreements (SLA)
- Business rules engine
Pricing Info
Vivantio is available as low as $42 per user per month. Pricing may be affected by various factors, including:
- The types of licenses you choose
- The number of technician licenses you need
- Discounts for non-profit or educational institutions
You can contact a member of the Vivantio solutions team to get exact pricing for your organization’s needs.
Integrations
Aside from full API and custom webhooks, Vivantio offers integrations with these applications:
- Azure Directory Sync
- Azure DevOps (VSTS)
- JIRA
- TFS
- Okta
- SCIM Provisioning
- Salesforce
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Tesco Mobile, RAC, NHS, Toshiba, Porsche
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
A powerful yet easy-to-use, flexible service management tool to help you provide great customer service. It offers extensive automation, customization, self-service portals, and comprehensive reporting tools at prices that are right for your needs.
Company Email
Sales@vivantio.com
Company's Address
Vivantio US East:
200 Portland Street
Boston, MA 02114
Vivantio Comparisons
Popular Vivantio Alternatives
No CRM Software will be perfect enough to cater to all the needs of a specific team. Even though key features of PipelineDeals and Vivantio should matter you should also carefully study the integrations offered by every product. Quote frequently your team will already be making use of other types of B2B software in your company and it’s always better to opt for services that integrate well with each other. With that approach you can guarantee a reliable exchange of data between your teams and services, which can really reduce time spent on migrating between one solution and the next.
Page last modified