PipelineDeals Updates

PipelineDeals update · August 23, 2018

New for Our PipelineDeals Integration: Search and Update Records

Using PipelineDeals to organize your deals? You can now update any record in PipelineDeals with Zapier. Zapier's new PipelineDeals searches let you find any person, deal, or company in PipelineDeals, then use the new Update actions to update that person, deal, or company with new details. Plus, you can...read more
PipelineDeals mention · June 1, 2015

Five Ways to Manage Contacts, Customers and Sales Leads with Ease

The Zapier Monthly: Contact Mangement Edition | Vol. II, Issue 5 Every month, we teach you how to use Zapier to solve a problem or reach a goal. This month, we're showcasing how to streamline the creation and management of contacts in your CRM. Managing contacts is like sorting socks...read more
PipelineDeals mention · December 24, 2014

The Ultimate Guide to CRM Apps: A Free eBook From Zapier

It's that time of the year when you have time off work to fight traffic and winter snowstorms, to relax with your family and make New Year's resolutions. And, if you're lucky, it's that time when you'll get the item you've had in your...read more
PipelineDeals mention · September 23, 2014

The 25 Best CRM Apps for Every Business

Managing your contacts didn’t used to be so difficult. When you started your business, you had a handful of suppliers and customers, and few enough team members that you could memorize their email addresses. Things change. That’s good: business is growing and you have more people than ever...read more
Matthew Guay
Reviewed by Matthew Guay
Last updated November 1, 2014

It started out so simple. You had a list of your leads, suppliers, employees, and casual contacts, and you likely could remember everyone by name. Those days are long gone. That's why you wanted a CRM—you needed something to simplify things and help you keep track of your growing list of contacts, leads, suppliers, and more.

The problem is, most CRMs just turn those contacts into an ever-expanding list that's almost just as hard to navigate as your old address book. You need something to simplify the mess, while giving you the power to still manage an increasing number of contacts.

There's plenty of ways to tackle that, from graphical overviews to customized views, lists, and search. PipelineDeals features a neat twist on that last option—search—with a real language filtering system that makes it easy to find just the contacts you need to get in touch with.

Along the top of your leads, contacts, and other pages, you'll see a sentence like "Show all deals owned by all users in any stage closing any time." Each of those italicized words will actually be blue links in PipelineDeals that open a drop-down with quick options you can select to fill in the sentence as you want. You'll quickly find the open deals you own in the intermediate stage expected to close next week, without having to make an advanced custom search. It's an ingenious way to sort through the mess without any fuss.

There's more to PipelineDeals than just simple sorting, though. You'll also find rich 3D charts that give you a quick glance at how your sales efforts are performing, along with a daily email that shows your progress and what you'll need to do today. The internal notes you can add to a contacts go further than they do in most CRMs, with comments and notifications to your team members that make it more like a social network for collaborating on your sales work. And when you attach an email message to a lead, it'll pick up related attachments and show them as files right inside your CRM.

There's also a neat tool to help you standardize your communications with new contacts. You can add a standard set of tasks, meetings, and messages each new contact will need, and the amount of time needed between each one. PipelineDeals will add those to each new lead so you'll know what to do next.

The most important thing is that you're meeting your sales goals and working together more efficiently as a team. That's why PipelineDeals includes simple tools to share data with everyone, so all of your important documents and communications about a deal are in one place that's accessible to everyone who needs it. There's permissions to separate users into teams, so everyone will see just want they need to see and more private info can be kept secure. You can also set goals for your team or yourself individually to know you'll meet them, and see their progress on the dashboard automatically.

PipelineDeals might look like a run-of-the-mill CRM on the cover, but its simple sorting tools make it an especially interesting CRM to help you cut through the mess and find what you need, when you need it.

Have any feedback on this overview, or something we should change? Let us know!

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