October 15, 2010

PipeJump – Proactive Sales Tracking

If you’ve ever let a sales lead fall through the cracks and lost out on a major deal as a result, then PipeJump is an application you’ll want to try. The sales tracking app offers a simple yet effective way for freelancers and other small business owners to stay on top of the deals and opportunities that come their way using a four-stage process. With potential deals and sales leads kept filed and organized, business owners can focus their energies on tracking down new clients and growing their revenues each month.

To use PipeJump, you’ll need to select a plan and create a unique URL from which you’ll be able to access your account. When a new lead comes in, you’ll then head to your custom site and type in the client’s contact information, pricing details, and other pertinent information. From the moment a new lead is put into the PipeJump system, it enters into the pipeline and can be tracked at any time. The application takes efforts to let you know when further action is needed on each lead, by letting you know when follow up emails are expected and when voice-to-voice contact needs to be made to keep the potential sale from falling through. Any important information from these follow up notices can be recorded as a note, and the history of any deal can be viewed on a chronological timeline graph from the moment it was entered into the system up until the present.

On a more global scale, PipeJump can be helpful in looking into big picture issues, as well. Using the application, freelancers can analyze their performance and determine how many sales leads end up turning into actual deals. Because almost all of the information needed for these graphs is based on the data that users have already input into the site, there’s no need to spend time entering additional information for the graph to be created. Small businesses and freelancers that depend on sales to succeed could benefit from using an application like PipeJump.

Practical Uses:

  • Stay on top of potential sales leads
  • Get in touch with clients after a pre-determined number of days have passed
  • See where you’re at with any account at any time
  • Create graphs and charts that can help your company improve its sales techniques

Insider Tips:

  • Search for keywords across all notes, contacts, and deals
  • Set up email reminders for important tasks
  • Upload specific sales leads as Excel files
  • Create tags to help manage more deals effectively

What we liked:

  • Reminders let you know the best time to respond to specific clients
  • Users can upgrade or downgrade their accounts as often as they wish
  • Data from the site can be imported or exported at any time
  • The application tracks your reasons for losing new accounts, which can be helpful when trying to grow a business

What we didn’t like:

  • Users have to input their credit card information to sign up for any account, including the 30-day free trial


Company Info:

  • Launched: August 2009
  • Privately Held
  • Headquarters: Chicago, Illinois
  • Founded by: Future Simple
  • Web site:


  • Free 30-day trial
  • Uno plan is $14/month
  • Solo plan is $24/month
  • Team plan is $44/month
  • Super plan is $64/month
  • Mega plan is $149/month

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