Streamline your data management process with the Pipelinedeals + Mercury Connect CRM integration

Pipelinedeals is a complete solution that combines a CRM software and a Sales Productivity platform. It is suitable for businesses and organizations that want to monitor all the team activities, from sales to marketing, including events and tasks. The main goal of Pipelinedeals is speeding up the sales cycle, providing a suite of advanced tools to develop relationships with customers.

You can also create automated workflows to support your sales pipeline and increase the sales velocity, keeping track of all the activities. Businesses that wants to create long-lasting relationships with their customers, need to keep track of any activities and deal progress, in order to create accurate sales forecasts.

Pipelinedeals offers a powerful sales pipeline management system, that also provides detailed information about deals, including pipeline volume and sales velocity. With a huge quantity of customizable fields, for both deals and contacts, Pipelinedeals perfectly suits the needs of almost any businesses. The advanced lead management system allows you to build strong relationship with your leads and understand from where you best leads came from.

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

Therefore, Mercury Connect CRM allows you to: store all your client and loan details, tracks and splits commissions payments, performs borrowing capacity and funding position calculations.

With Mercury Connect you can store all our compliance documents in one place for easy retrieval and send single or bulk SMS and emails.