Lead Management Software

PipelineDeals is completely online - you may also have heard other terms like "hosted", "in the Cloud" and "SaaS" (Software-as-a-Service). All are correct descriptions for PipelineDeals. What this means to you is that we take care of all the hard stuff: servers, co-location facilities, security, backups, system administration, databases, development. We free you up to think about more important things like your business and your sales efforts.
Accessible from Everywhere

Log into PipelineDeals from anywhere with an internet connection. All you need is your email address and password. Manage your sales pipeline when and from where you want.
Same Security as Your Bank

PipelineDeals employs 256 bit extended-validation SSL security. That means the data you send to and from PipelineDeals uses the same encryption technology as major financial institutions. In addition we are a Verified Verisign Secure™ site that provides you an extra piece of mind.
Unlimited storage

There is no limit or extra charge to store documents on PipelineDeals. We accept all file types including Word®, Excel®, Powerpoint®, PDF documents, images, scanned documents - pretty much anything.
Nothing to Download, Install, or Update

PipelineDeals is always up-to-date. As a customer, you will receive the benefit of any improvements we make to the application automatically when you log in.

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A lead is a prospect, an unqualified business opportunity. It is vital to your business that your team can evaluate, qualify and make a go/no decision on a lead quickly. PipelineDeals has a dedicated section of our application designed to efficiently facilitate the lead management process.

PipelineDeals helps you identify which leads are worth spending time on - and which are not. Leads need to be contacted right away and differentiated. Status, assign, or re-assign leads right inside PipelineDeals.

Leads need attention and it is important to build those initial relationships with your leads from the start. In PipelineDeals, you can take notes, create tasks and events and edit lead info right on the lead record. Keep a running history of your sales team's interactions with a lead helping you keep the conversation going.

Our web-to-leads API brings lead contact information right from your website into PipelineDeals. We eliminate redundant data entry and save your team time. Once a lead completes the form enabled by our API on your website, we will pull those contact details right into PipelineDeals. We will then notify you, or your team, that a new lead has been assigned. API access is included in our pricing.

Create your own company-specific lead sources: trade shows, lead vendors, referrals, networking events. Get smarter and assign a lead cost whether flat fee or cost per lead. Next year you will know what lead sources paid off and are worth reinvestment.

Set up your own custom tags to group your leads in a way that works for your sales team. Use tags to run custom reports that identify key segments of your lead pipeline. Filter your leads using nine different variables in the leads worklist to create custom reports.

We endeavor to build a company that is based on hard work, honesty and building great software. To that end we have established some basic tenants that govern our approach to business:

1. Build software that people want to use and share.
2. Simple & Powerful is hard to do, but worth getting right.
3. Amazing Customer Service is a starting point.
4. Business is about relationships and people do business with whom they trust.
5. People Matter.