Boost your sales workflow with a smarter CRM.
Boost your sales workflow with a smarter CRM.
Boost your sales workflow with a smarter CRM.
Manage leads, track deals, and automate follow-ups with a clean and modern CRM designed for fast-growing teams.
Manage leads, track deals, and automate follow-ups with a clean and modern CRM designed for fast-growing teams.
Manage leads, track deals, and automate follow-ups with a clean and modern CRM designed for fast-growing teams.












Portivio
Wealthro
Aegra
Finyon
Altoris
Quantora
Fundara
Vaultic
Portivio
Wealthro
Aegra
Finyon
Altoris
Quantora
Fundara
Vaultic
Built to bring clarity to every stage of your sales process.
Visualize every deal as it moves through your pipeline.
Track progress, spot bottlenecks, and understand where each opportunity stands at a glance.
Visualize every deal as it moves through your pipeline.
Track progress, spot bottlenecks, and understand where each opportunity stands at a glance.
Visualize every deal as it moves through your pipeline.
Track progress, spot bottlenecks, and understand where each opportunity stands at a glance.








Standardize your sales process with clear stages.
From new leads to negotiations, keep your entire team aligned on how deals move forward.
Standardize your sales process with clear stages.
From new leads to negotiations, keep your entire team aligned on how deals move forward.
Standardize your sales process with clear stages.
From new leads to negotiations, keep your entire team aligned on how deals move forward.








Never miss a follow-up or lose track of important deals.
Stay on top of tasks, activities, and deal status with a focused and distraction-free workspace.
Never miss a follow-up or lose track of important deals.
Stay on top of tasks, activities, and deal status with a focused and distraction-free workspace.
Never miss a follow-up or lose track of important deals.
Stay on top of tasks, activities, and deal status with a focused and distraction-free workspace.








Designed for modern sales teams who value clarity.
PipelinePro helps teams stay focused, aligned, and in control — without complex setups or bloated features.
Clear by default
Pipelines, stages, and follow-ups are ready to use from day one with no setup required.
Clear by default
Pipelines, stages, and follow-ups are ready to use from day one with no setup required.
Clear by default
Pipelines, stages, and follow-ups are ready to use from day one with no setup required.
Built for real workflows
Every stage reflects how modern teams move deals from first contact to close.
Built for real workflows
Every stage reflects how modern teams move deals from first contact to close.
Built for real workflows
Every stage reflects how modern teams move deals from first contact to close.
Lightweight and focused
Only essential tools, no clutter — helping teams stay focused and move faster.
Lightweight and focused
Only essential tools, no clutter — helping teams stay focused and move faster.
Lightweight and focused
Only essential tools, no clutter — helping teams stay focused and move faster.
How it works
PipelinePro helps teams stay focused, aligned, and in control — without complex setups or bloated features.




All leads, one place
Capture new leads
Bring every opportunity into one place so nothing slips through the cracks. Leads from forms, emails, or manual input are instantly added to your pipeline and ready to be tracked.
All leads, one place
Capture new leads
Bring every opportunity into one place so nothing slips through the cracks. Leads from forms, emails, or manual input are instantly added to your pipeline and ready to be tracked.


All leads, one place
Capture new leads
Bring every opportunity into one place so nothing slips through the cracks. Leads from forms, emails, or manual input are instantly added to your pipeline and ready to be tracked.
Clear pipeline flow
Move deals through stages
Track progress clearly with structured sales stages. Move deals from New Lead to Negotiation while maintaining full visibility at every step of the process.
Clear pipeline flow
Move deals through stages
Track progress clearly with structured sales stages. Move deals from New Lead to Negotiation while maintaining full visibility at every step of the process.




Clear pipeline flow
Move deals through stages
Track progress clearly with structured sales stages. Move deals from New Lead to Negotiation while maintaining full visibility at every step of the process.






Never miss a next step
Stay on top of follow-ups
Keep momentum without missing the next action. Tasks and reminders help ensure every deal continues moving forward on time.
Never miss a next step
Stay on top of follow-ups
Keep momentum without missing the next action. Tasks and reminders help ensure every deal continues moving forward on time.


Never miss a next step
Stay on top of follow-ups
Keep momentum without missing the next action. Tasks and reminders help ensure every deal continues moving forward on time.
Decide with full context
Close with confidence
Make informed decisions with complete context. Review deal status, ownership, and activity history before taking the next step.
Decide with full context
Close with confidence
Make informed decisions with complete context. Review deal status, ownership, and activity history before taking the next step.




Decide with full context
Close with confidence
Make informed decisions with complete context. Review deal status, ownership, and activity history before taking the next step.


Use cases
Use cases
PipelinePro helps teams stay focused, aligned, and in control — without complex setups or bloated features.
PipelinePro helps teams stay focused, aligned, and in control — without complex setups or bloated features.
Full visibility across your sales process
Full visibility across your sales process
Full visibility across your sales process
No bloated features, no friction
No bloated features, no friction
No bloated features, no friction
Designed for focus and execution
Designed for focus and execution
Designed for focus and execution
Clarity for teams at every stage
Clarity for teams at every stage
Clarity for teams at every stage
Sales teams
Track every deal, stage, and follow-up in one place so nothing slips through the cracks.
Sales teams
Track every deal, stage, and follow-up in one place so nothing slips through the cracks.
Sales teams
Track every deal, stage, and follow-up in one place so nothing slips through the cracks.
Founders
Get a clear overview of your sales pipeline without managing heavy systems or custom setups.
Founders
Get a clear overview of your sales pipeline without managing heavy systems or custom setups.
Founders
Get a clear overview of your sales pipeline without managing heavy systems or custom setups.
Small businesses
A simple CRM that works out of the box and supports your process from day one.
Small businesses
A simple CRM that works out of the box and supports your process from day one.
Small businesses
A simple CRM that works out of the box and supports your process from day one.
Growing startups
Standardize stages, responsibilities, and follow-ups as your team grows.
Growing startups
Standardize stages, responsibilities, and follow-ups as your team grows.
Growing startups
Standardize stages, responsibilities, and follow-ups as your team grows.
Consultants & agencies
Keep track of deals, conversations, and next steps across different clients and projects.
Consultants & agencies
Keep track of deals, conversations, and next steps across different clients and projects.
Consultants & agencies
Keep track of deals, conversations, and next steps across different clients and projects.
Make your pipeline measurable
PipelinePro helps teams understand what’s working, where momentum is building, and how to improve performance — without relying on complex reports.



Pipeline visibility
Faster deal tracking across the pipeline
Pipeline visibility
Faster deal tracking across the pipeline
Pipeline visibility
Faster deal tracking across the pipeline
Deal velocity
Faster movement from lead to close
Deal velocity
Faster movement from lead to close
Deal velocity
Faster movement from lead to close
Follow-up efficiency
More deals followed up on time
Follow-up efficiency
More deals followed up on time
Follow-up efficiency
More deals followed up on time
Pricing & Plans
Choose a plan that fits your sales workflow today — and scales with you as your pipeline grows.
Monthly
Yearly
Starter
For solo founders and small teams getting started
$29
/user/month
Lead & contact management
Custom sales stages
Basic pipeline view
Task & reminder system
Email support
Pro
For teams running an active sales pipeline
$79
/user/month
Advanced pipeline analytics
Deal activity timeline
Team assignments & ownership
Automation-ready workflows
Priority support
Most popular
Scale
For growing teams that need structure and control
$149
/user/month
Custom reporting & dashboards
Team performance insights
Role-based access control
API access
Dedicated onboarding support
Pricing & Plans
Choose a plan that fits your sales workflow today — and scales with you as your pipeline grows.
Monthly
Yearly
Starter
For solo founders and small teams getting started
$29
/user/month
Lead & contact management
Custom sales stages
Basic pipeline view
Task & reminder system
Email support
Pro
For teams running an active sales pipeline
$79
/user/month
Advanced pipeline analytics
Deal activity timeline
Team assignments & ownership
Automation-ready workflows
Priority support
Most popular
Scale
For growing teams that need structure and control
$149
/user/month
Custom reporting & dashboards
Team performance insights
Role-based access control
API access
Dedicated onboarding support
Pricing & Plans
Choose a plan that fits your sales workflow today — and scales with you as your pipeline grows.
Monthly
Yearly
Starter
For solo founders and small teams getting started
$29
/user/month
Lead & contact management
Custom sales stages
Basic pipeline view
Task & reminder system
Email support
Pro
For teams running an active sales pipeline
$79
/user/month
Advanced pipeline analytics
Deal activity timeline
Team assignments & ownership
Automation-ready workflows
Priority support
Most popular
Scale
For growing teams that need structure and control
$149
/user/month
Custom reporting & dashboards
Team performance insights
Role-based access control
API access
Dedicated onboarding support
Pricing Comparison
Features
Starter
Pro
Scale
Features
Starter
Pro
Features
Starter
Pro
Scale
Lead & contact management
Lead & contact management
Lead & contact management
Sales pipeline view
Sales pipeline view
Sales pipeline view
Custom sales stages
Custom sales stages
Custom sales stages
Task & reminder system
Task & reminder system
Task & reminder system
Deal activity timeline
Deal activity timeline
Deal activity timeline
Team assignments & ownership
Team assignments & ownership
Team assignments & ownership
Automation-ready workflows
Automation-ready workflows
Automation-ready workflows
Advanced pipeline analytics
Advanced pipeline analytics
Advanced pipeline analytics
Collaboration (comments & notes)
Collaboration (comments & notes)
Collaboration (comments & notes)
Role-based access control
Role-based access control
Role-based access control
Multi-team support
Multi-team support
Multi-team support
Priority support
Priority support
Priority support
Dedicated account support
Dedicated account support
Dedicated account support
Trusted by teams who value clarity
Trusted by teams who value clarity
See how teams use PipelinePro to stay aligned and move deals forward.
Exactly what we needed to visualize our sales process.” The layout is clean, easy to adapt, and helps our team stay aligned without overcomplicating things.

Alex Morgan
Head of Sales, SaaS Startup
Exactly what we needed to visualize our sales process.” The layout is clean, easy to adapt, and helps our team stay aligned without overcomplicating things.

Alex Morgan
Head of Sales, SaaS Startup
A well-structured CRM template that significantly reduces setup time. We were able to customize stages, fields, and workflows very quickly, which allowed us to focus on selling instead of spending days configuring a CRM from scratch.

Daniel Roberts
Founder, B2B Consulting Studio
A well-structured CRM template that significantly reduces setup time. We were able to customize stages, fields, and workflows very quickly, which allowed us to focus on selling instead of spending days configuring a CRM from scratch.

Daniel Roberts
Founder, B2B Consulting Studio
Simple, thoughtful, and easy to present to clients.” The interface feels professional and clear, which makes it great for client-facing demos and internal use.

Emily Carter
Product Manager, Digital Agency
Simple, thoughtful, and easy to present to clients.” The interface feels professional and clear, which makes it great for client-facing demos and internal use.

Emily Carter
Product Manager, Digital Agency
A solid foundation for building our own CRM workflow. The template gives us enough structure to stay organized while still being flexible enough to adapt as our team and process evolve.

Michael Turner
Co-founder, Early-stage Startup
A solid foundation for building our own CRM workflow. The template gives us enough structure to stay organized while still being flexible enough to adapt as our team and process evolve.

Michael Turner
Co-founder, Early-stage Startup
Exactly what we needed to visualize our sales process.” The layout is clean, easy to adapt, and helps our team stay aligned without overcomplicating things.

Alex Morgan
Head of Sales, SaaS Startup
A well-structured CRM template that significantly reduces setup time. We were able to customize stages, fields, and workflows very quickly, which allowed us to focus on selling instead of spending days configuring a CRM from scratch.

Daniel Roberts
Founder, B2B Consulting Studio
Simple, thoughtful, and easy to present to clients.” The interface feels professional and clear, which makes it great for client-facing demos and internal use.

Emily Carter
Product Manager, Digital Agency
A solid foundation for building our own CRM workflow. The template gives us enough structure to stay organized while still being flexible enough to adapt as our team and process evolve.

Michael Turner
Co-founder, Early-stage Startup
Insights for modern sales teams
Thoughts on building clear pipelines, improving follow-ups, and scaling sales processes without unnecessary complexity.

Jan 23, 2027
Why Follow-ups Matter More Than You Think

Jan 23, 2027
Why Follow-ups Matter More Than You Think

Feb 14, 2027
The Role of Visibility in Sales Collaboration

Feb 14, 2027
The Role of Visibility in Sales Collaboration

Mar 21, 2027
From Leads to Deals: Building a Repeatable Sales Process

Mar 21, 2027
From Leads to Deals: Building a Repeatable Sales Process
Frequently asked questions
Everything you need to know before getting started.
Is PipelinePro a full CRM system?
Is PipelinePro a full CRM system?
Is PipelinePro a full CRM system?
Who is PipelinePro designed for?
Who is PipelinePro designed for?
Who is PipelinePro designed for?
How does PipelinePro help teams stay aligned?
How does PipelinePro help teams stay aligned?
How does PipelinePro help teams stay aligned?
Can PipelinePro adapt to different sales processes?
Can PipelinePro adapt to different sales processes?
Can PipelinePro adapt to different sales processes?
How does PipelinePro handle follow-ups and tasks?
How does PipelinePro handle follow-ups and tasks?
How does PipelinePro handle follow-ups and tasks?
Is PipelinePro suitable for growing teams?
Is PipelinePro suitable for growing teams?
Is PipelinePro suitable for growing teams?

Build clarity into your pipeline
Start with a structure your team can trust.


Build clarity into your pipeline
Start with a structure your team can trust.


Build clarity into your pipeline
Start with a structure your team can trust.
