-
Track deal progress
With PipelineDeals, you can customize the stages of your sales process and track every deal as it moves through those stages. You’ll always know how close you are to success at the individual deal level, and you get a big picture view as well.
-
Write notes on deals
Maintain a record of every action your team takes toward closing a deal and anything else that impacts your sales efforts. The Notes feature provides a customizable picklist and lets you quickly jot down details.
-
Standardize common processes
Save time and encourage consistency with customizable deal templates. A template consists of a list of tasks with optional timeframes. If you specify a default template, all tasks will be automatically added to each new deal.
-
Stay one step ahead
Add tasks and events to individual deals, and PipelineDeals will integrate them with all your other priorities. Current tasks and events for all deals are displayed on your homepage, so you always know what needs to get done next.
Deal management
Close more deals more efficiently. PipelineDeals organizes everything you need to know about each deal, and helps you and your team stay organized.