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

+0%

Pipeline visibility

Faster deal tracking across the pipeline

+0%

Pipeline visibility

Faster deal tracking across the pipeline

+0%

Deal velocity

Faster movement from lead to close

+0%

Deal velocity

Faster movement from lead to close

+0%

Deal velocity

Faster movement from lead to close

+0%

Follow-up efficiency

More deals followed up on time

+0%

Follow-up efficiency

More deals followed up on time

+0%

Follow-up efficiency

More deals followed up on time

+0%

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

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.

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