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
- Campaign Membership
- Campaign Management
- Lead and Opportunity Management
- Quotas, and Forecast
- Case or ticket assignment
- Automatic ticket numbers
- Fully Featured Reporting Functionality
- Foreign Currency & Exchange Rates
- Manage Products and Pricing Schemes
- Sales Order Processing
- Unlimited Customizable Dashboards
- Notes, Activities and Notifications
- Capacity to send Outbound Emails
- Account & Contact Management
- Sales Management & Automation
- Marketing Management
- Customer Service Management
- Order Processing
- Invoicing & Credit Notes
- Automation Engine & Workflows
- Customizable Layouts
- Security
- Data Management
- Reporting & Dashboards
- Mobile
- Sandbox & Testing
- Events Management
Pricing Info
Workbooks offers the following enterprise pricing plans, choose what’s best for your business:
Free Plan – $0
- 2 users completely free
- Free online support
- Contact management
- Sales force automation
- Marketing automation
- Customer support
- Order management
- Invoicing & credit notes
- Reporting & views
Workbooks.com CRM – $30/user/month
- Most free package features
- Unlimited users
- Optional Add-ons
Workbooks.com Business – $65/user/month
- All features from previous packages
- Unlimited users
- Unlimited platform and support options
Integrations
Workbooks integrates with the following software and applications:
- Adobe Sign
- Barbour ABI
- Basecamp
- Box
- Campaign Master
- Constant Contact
- Creditsafe
- dotdigital
- Eventbrite
- EventHQ
- GoCardless
- GoogleDocs
- GoToMeeting
- Hellosign
- Hubspot
- Import/Export
- Lead Forensics
- Loqate
- MagneticOne Mobile
- MailChimp
- Microsoft Azure
- Microsoft Exchange Server
- Microsoft Outlook
- Microsoft SQL Server
- Mondago
- MPZ Mail
- MySQL
- Piesync
- Quickbooks
- Sage
- Wolters Kluwer
- Xero
- Zapier
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Amstore, ClinkClink, Megatech Ltd
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
Workbooks helps sales leaders, sales people, and marketers with the necessary tools to create leads, handle the sales pipeline and close more deals.
Company Email
info@workbooks.com
Contact No.
Company's Address
Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom
Workbooks Comparisons
Popular Workbooks Alternatives
In the event you continue having second thoughts about which software will perform best for your business it may be a good idea to examine each service’s social metrics. Such metrics are frequently a way to see how popular each service is and how big is its online presence. For example, in case of Facebook PipelineDeals has 10444 likes on their official page while Workbooks profile is liked by 2008 users.
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