Pipeline Deals CRM Essential Update

Posted by | August 20, 2016 | Marketing Advice | No Comments

Most of my painting clients settled on Pipeline Deals CRM several years back. It is a simple CRM that just works. This short post is mainly for those already using Pipeline Deals or for a few of you looking for an easy to use cloud CRM.

When you login to Pipeline Deals you will go to the home screen which is a dashboard. The dashboard had a lot of different items to update you on such as upcoming agenda items, task, sales update and so forth. To be honest, the dashboard was not something I used much or had users telling me they found much value.

Yet recently, Pipeline Deals updated the dashboard with 2 widget reports that are invaluable. It is because of these new widgets, I would strongly suggest everyone using the dashboard from this moment on! Take a look at these screenshots:

Screen Shot 2016-08-20 at 9.03.30 AM Screen Shot 2016-08-20 at 9.03.43 AM


Do I need to say more? When you login, these are the first two reports you see. The first report is interactive as well. This is the exciting part for sales managers and hopefully estimators! If I am an estimator looking at the above report, I want to look at the leads that are not closed yet from most likely to sell to least likely to sell. At that point, I’d then click on the most likely to sell section, in the case, “Verbal Accept” to see what I might need to do next in the sales process.

Sales Manager

If I am a sales manager (or the owner checking on a salesperson), I’d do the same thing. I would look for the low hanging fruit. I would then dial that in and check on how the salesperson is doing on closing more deals. Once you are in a deal, I’d use the “activities” area and check in with the salesperson. It might look something like this:

Screen Shot 2016-08-20 at 9.24.34 AM

Once the note is typed and I tap “Add this note” button, it will send an email to whomever I have included in the note. In this case, Pipeline Deals becomes a powerful collaboration tool for your team.

What Do You Think of Pipeline Deals CRM?

This post was just to show the latest sales feature in Pipeline and how I see your team using this awesome tool to close more deals. If you are on the look for an easy to use Cloud-based CRM, Pipeline Deals is a nice option for a small contracting business. It is not overly complex. The prices are reasonable starting at just $24 a month per user. You can request a free trial and as always, their support team is one of the best and most responsive I’ve ever experienced.

If you are using Pipeline Deals or used it in the past, let me your your thoughts on what you think about the product? Any changes you’d like to see?

About David Chism

David Chism started his business out of a passion for helping small contracting businesses grow, be more profitable and become better known to their target clients. One lifelong hobby of David is using techie gadgets. So this blog is a place where he writes about technology, marketing ideas, just for fun (humor), personal thoughts on small business and more.

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