PipelineDeals

PipelineDeals is an easy-to-use yet powerful customer relationship management (CRM) software for small and medium-sized business sales teams.

With sales-focused features, a simple and intuitive interface, a customizable user experience, and world-class customer support, PipelineDeals is designed to empower sales teams to establish game-changing customer relationships and automate redundant sales productivity tasks.

PipelineDeals combines CRM and sales engagement tools in a single application to help organizations create repeatable and scalable processes to improve sales performance, grow revenue, and increase profitability.

PipelineDeals integrates with popular cloud-based email applications such as Gmail and Outlook to track messages and interactions with contacts. Create generic email templates, track emails, and send effective campaigns.

Many companies need the flexibility to easily export data and design custom dashboards. PipelineDeals integrates with Microsoft Excel and Google Sheets, so you can design your own dashboards and update them on demand from the cloud.





2025-04-22 19:11:02: How to Set Up Custom Fields in Pipeline CRM | Customize Your CRM in Minutes Youtube
2025-04-16 14:42:39: Map your way to more sales with Map Views and Route Planning from Pipeline CRM Youtube
2025-03-25 14:59:23: How to Import Your Data into Pipeline CRM + Create Custom List Views Youtube
2025-03-18 13:32:08: Draft to Sign in your CRM in 4 Steps Youtube
2024-12-18 23:01:29: How to Install the Pipeline CRM Outlook Add-On | Sync Email, Contacts & Calendar Youtube
2024-11-15 17:31:07: Why Kanban View in CRM? Visualize Your Sales Pipeline with Pipeline CRM Youtube
2024-09-18 12:21:07: An Essential Tool for Field Sales: Route Planning for Mobile Youtube
2024-08-19 19:14:57: View & Manage Unlimited Sales Reports in One Dashboard | Pipeline CRM Reporting Update Youtube
2024-08-16 17:37:34: See 6+ Reports At a Glance - Pipeline CRM Youtube
2024-08-16 17:31:41: How to Build a Sales Report That Highlights At-Risk Deals in Pipeline CRM Youtube
2023-04-05 13:10:13: 5️⃣ Can the CRM grow along with your business? Pick a tool that can be scaled up easily without blowing up your pocket is a smart move to make right from the start. [6/6]Twitter
2023-04-05 13:10:12: 3️⃣ How long and how steep is the learning curve?Complex CRM gives you headaches instead of relieving them. A good CRM should have an easy and short adoption process. [4/6]Twitter
2023-04-05 13:10:11: 💸 Flashy and pricey #CRM features don’t always guarantee success—so what does? These 5 questions will help you find the right CRM 👇 #PipelineCRM [1/6]Twitter
2023-03-31 17:26:51: Add content from List Views to show stalled leads, or from the Goals and Reports sections to display the KPIs that matters. Once done, share it with the whole team or specific people. The choice is yours! 🥳 [2/3]Twitter
2023-03-31 17:26:50: Many #CRMs don’t support customizations—but with #PipelineCRM, you get to personalize and tailor your dashboard. 😎 #crmsolution #crmcustomization [1/3]Twitter
2023-03-28 11:33:16: Since they adopted #PipelineCRM, they’ve increased productivity by 100%+ 🚀 and new branches. Managing 13,000 customers is now easier, simpler, and stress-free. 💙 https://t.co/wkKibU8hvh [2/2]Twitter

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Videos

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PipelineDeals Integrations

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