Streamline your data management process with the Pipelinedeals + Open Loyalty 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.

Open Loyalty is a cloud-based and open-source platform designed to help organizations create custom loyalty and gamification solutions with lots of features like customer management, management of revenue point rules, and award campaign management. With Open Loyalty, users who adopt the open-source approach can fully customize the design and functionality of their loyalty application.

Thanks to Open Loyalty, the functionality of the customer management and earnings points rules allows users to add and manage registered customers in their loyalty app and to define rules to earn points based on transactions and customer behavior.

Moreover, with Open Loyalty users can manage the prizes available in their loyalty app by determining who can redeem them. Open Loyalty also allows users to establish levels and create segments based on transactions and customer behavior.