With PipelineDeals for iOS you can stay on top of your sales pipeline, manage contacts and look up customer history or deal details at anytime.
Easy-to-use, sales focused features give you immediate insight into your sales funnel and client relationships with up-to-date, real-time data.
With PipelineDeals for iOS you can:
-Manage your leads and sales anywhere. Sales doesn’t stop when you leave your desk. Add, access, search, and update leads, contacts, and deals while on the road.
-Record visits with your voice. No more need to type in your updates. Use talk-to-text to record activities to capture outcomes from your activities in the field.
-Get real-time pipeline notifications. Get alerted on your phone when someone mentions you about an lead, contact, or ongoing deal. Stay up-to-date with on recently won / lost deals, stage changes, and more.
-Manage your leads and deals. Add, update, search, and access your leads, contacts, and deals. Call, email, text, and navigate to leads or contacts with one-click.
-Manage task and calendars. Add, update, and access your calendar. Update, access, communicate, and map navigation to contacts and leads you’ve recently interacted with.
-Save time with universal search. Save time by quickly and easily finding People, Deals, and Companies within a single search
-Map your sales visit with Nearby geolocation features. Easy one-click mapping lets you quickly see where your prospects are located around your current location.
-Collaborate across all your devices. Access your sales CRM from any device 24/7 to manage schedules, review files, and collaborate with the team.
- Adds filtering/sorting and Saved Search creation to our powerful list views
- Adds support for Deal Won Reasons
- Improves flow for updating a person's avatar
- Bug fixes and performance improvements
Ratings and ReviewsSee All
Not useful in the field
The whole point of a phone application is to make it useful for field input while you’re working. This new version is worse than the original. Links don’t work, information is hard to find, some links on even active anymore,…
Without fail, every single time since the app has been updated, I have had to go to my desktop version to complete my work. This is not acceptable. They’re very friendly, and willing to listen to feedback. But I can’t believe they release this version. We’ll see if they fix it.
I love the pipeline deals on the computer but the app isn’t that great. Takes forever to load anything some documents don’t load and you have to clear the screen and reload the app one of the most frustrating things is you can’t pull up your customers address with the app.
If they fixed a few things that there customers complain about the app wouldn’t be bad.
Developer Response ,
Thanks for this feedback. Have you tried out our Nearby feature which shows you all your customers around you on a map? This should solve your problem, but let us know if you are still stuck. 1-866-702-7303
I used to use PipelineDeals’ old app, and I can gladly say that this is a tremendous upgrade. Its design is very clean and intuitive. It’s obvious that they thought about how people like me want to use a CRM app, because everything seems so simple. I’m excited about this app and recommend it to others who need a good CRM on the road.
With Family Sharing set up, up to six family members can use this app.