Capture your leads
Your sales process will typically start with a new lead. PipeJump helps you capture those leads and start managing them in an effective way.
Capture Leads From Everywhere
It's so easy to add deals in PipeJump. In addition to entering them in the application itself, you can upload an Excel file, embed a web form on your website or send them via email.
Start Organizing Now
Once the new deal is in, you start managing it across the pipeline so you can always know exactly where it stands every point in time.
Actions and Tasks
In order to close a deal you need have actionable tasks. With PipeJump, you can create tasks for every deal and manage them throughout the process, ensuring you're always in sync.
A Unified View
Your dashboard screen in PipeJump includes the next tasks you have to take in order to move your sales forward.
Set Reminders to Remember
You can even set reminders for important tasks. This way, you will never forget to follow up on a potential customer again.
Stay on top of deals
The deal details screen shows you all the information related to a single deal. All your notes, actions and contacts in one place.
Record Important Information with Notes
Whether it's a call or meeting summary, internal discussion you want to remember or information regarding your prospect, you can save it all in a note.
See the Deal Stream
Because all the notes and actions are organized chronologically, you can easily see the history of the deal from the moment in went into PipeJump up until now.
Grow with insightful reports
Our smart and effective reports provide you with the insights you need to improve your sales process and start winning more deals.
Analyze Your Performance
An effective set of reports will help you understand how healthy is your sales pipeline, which marketing campaigns were most effective and why deals were lost.
Intelligent Data Gathering
The data in PipeJump are gathered in a subtle and non-obtrusive way. When the reports require more information, PipeJump will subtly ask you to provide it so you can make the most out of your reports.
Search Effectively
Become ultra productive with PipeJump's sophisticated search capabilities. It'll take you seconds to find what you need.
Search for Notes, Contacts and Deals
Search for anything you need. Just start typing and the results will show up. You can then slice the data and see only contacts for instance. You can decide whether to search by tags or be words.
Powerfully Quick
A CRM for small businesses should be quick and simple to use. Once you found the information you were looking for, use contextual actions to act immediately and save time.