Sales pipeline
See every lead, quote and deal in flight - by stage, value, source and owner.
Get your leads & jobs out of Dave's head.
CRM & job management software for UK service businesses & trades
Pipeline is CRM and job management software that captures every enquiry, then quotes, schedules, invoices and gets paid in one place - not across spreadsheets, sticky notes and a WhatsApp group called "JOBS". Flat monthly pricing, no per-seat fees.
- Cancel anytime
- Free onboarding
Sound familiar?
Your tools are working against you.
Quotes lost in email. Jobs forgotten on a whiteboard. A spreadsheet for invoices, another for expenses, a notebook for sites. The bigger you grow, the more it costs you. Pipeline replaces all of it.
One platform. Every part of your operation.
Pipeline is CRM and job management software built around the whole customer journey, from the first enquiry to final payment - and every step in between.
AI Assistant
Pipeline MCP turns Pipeline into AI CRM software that connects to ChatGPT, Claude and other compatible assistants, so you can ask questions, review your work and carry out everyday sales and operations tasks in plain English.
Leads
Stop losing work to missed emails and forgotten phone calls.
Quotes
Pipeline’s quoting software builds professional quotes in minutes from a library of saved line items.
Jobs
Pipeline’s job management software lets you plan tasks, dispatch your team, track time and materials, and capture sign-off on site - all from one job record.
Invoices
Pipeline’s invoicing software turns a completed job into an invoice with one click.
Customers
A customer CRM built for service businesses.
Lead management
Never miss a lead again.
Web forms, email enquiries, Google Business Profile and phone calls - all captured into one visual pipeline. Auto-respond instantly with a branded reply and never let a hot lead go cold.
- Capture from web, email, phone and listings
- Auto-respond with a branded reply
- Drag-and-drop kanban pipeline
- One-click conversion to quote or appointment
Quotes & estimates
Quotes that win, faster.
Drag in saved line items, group them into sections, add optional extras the customer can opt in to, and send a polished online quote in minutes. They review, accept and sign in the browser - no PDFs, no chasing.
- Library of saved line items
- Optional extras the customer can toggle
- Online accept & e-signature
- One-click conversion to a job
Job management
Schedule, dispatch, deliver.
Plan tasks, assign your team and track every job from booking to sign-off. Recurring jobs for service contracts. Photos, notes and customer signatures captured on site. Real-time visibility for the office.
- Visual scheduler across your team
- Task templates & recurring jobs
- On-site photo & signature capture
- Live job status and time tracking
See your business at a glance.
Eight reports out of the box - no spreadsheets, no exports, no waiting on your accountant. Drill in, slice and filter, then act.
Conversion rates
Track how many enquiries turn into quotes, jobs and paid invoices over time.
Revenue
Total invoiced, paid and outstanding revenue - by month, customer or service type.
Aged debt
Spot overdue invoices fast - sliced into 0-30, 31-60, 61-90 and 90+ day buckets.
Built for the field
Your business, in your pocket.
Pipeline's mobile app is built for the people doing the work. View today's jobs, navigate to the next site, capture before/after photos, log expenses, mark tasks complete and get sign-off - all without flipping back to the office.
- Native iOS & Android apps
- Live sync between the field and the office
- Mileage expense tracking
- Capture photos, signatures and notes on site
Plays nicely with the tools you already use.
Pipeline syncs in real time with your accounts software, calendar, payments and communications stack - no double entry, no exported CSVs.
Xero
QuickBooks
Twilio SMS
Google Calendar
Stripe payments
ZapierCRM & job management software that speaks your trade.
Pipeline is tailored for the way your industry actually works - from Gas Safe heating engineers to window cleaners running a 200-customer round.
Already using something else?
Honest, side-by-side comparisons against the tools UK trades usually shortlist - including where the other lot might be the better fit.
Pipeline vs Tradify
Tradify is a strong choice if your priority is field job tracking, timesheets and ready-made statutory safety certificates, and you are comfortable with per-user pricing.
Read the comparison Pipeline vs Payaca
Payaca is an excellent choice if you install solar, heat pumps, batteries or EV chargers and need MCS documentation, DNO applications and solar design tool integrations built in.
Read the comparison Pipeline vs Klipboard
Klipboard is a strong choice if you manage customer assets, run planned or preventive maintenance contracts, and need inventory, purchase orders and GPS tracking for a field team.
Read the comparison Pipeline vs Joblogic
Joblogic is a strong choice if you run planned maintenance contracts against customer assets, need statutory compliance certificates, stock and purchase orders, SLA tracking and engineer tracking, and you have the team and budget for an enterprise rollout.
Read the comparisonThe bit you're actually worried about.
Every one of these comes up on demo calls. Here are the answers, with the proof.
“We tried software before and the lads never used it.”
Fair - most systems are built for the office and handed to the field as an afterthought. Pipeline has native iOS and Android apps built for the people doing the work: today's jobs, navigation, photos, notes and sign-off, with live sync back to the office. Every plan also includes a free guided onboarding call with a real human, plus short video walk-throughs for the team.
Read the mobile app FAQ“I'm a one-man band - this is overkill for me.”
The Solo plan is £10 a month on annual billing, and it is not a cut-down version: every feature is on every plan, from the lead pipeline and online quote acceptance right through to the customer portal and reports. You get the same platform a fifteen-person team gets, sized for one.
See Solo pricing“What happens if it doesn't work out?”
You leave, and you take everything with you. Your data is yours - export the full dataset at any time as CSV, JSON or via the API. Cancel from your account settings in two clicks: no phone call, no retention specialist. Access runs to the end of the billing period and we hold your data for 30 days in case you change your mind, then delete it permanently.
Read the data policy“I already pay for Xero - won't this just duplicate it?”
No - they do different jobs. Xero and QuickBooks are where your books live. Pipeline runs everything that happens before the invoice reaches them: the enquiry, the quote, the schedule, the job, the site photos, the sign-off and the payment. It syncs to your accounting package so your accountant carries on exactly as they are.
See the integrations“The price will creep up every time I take someone on.”
Not here. Pipeline is priced by plan, not per seat - £10 for a sole trader, £30 for up to 5 users and £50 for up to 15 on annual billing, with the full feature set included at every level. Hiring your fourth engineer does not change your bill, and no feature sits behind a higher tier.
Compare the plansDon't take our word for it.
I looked at a whole range of systems for the kitchen and bedroom industry, and none came close to the flexibility Pipeline offers.
Fabio Di Marco Director, Fabio Di Marco Kitchens & Bedrooms
Frequently asked questions
What is CRM and job management software?
CRM and job management software is a single system that runs a service business from first enquiry to final payment. The CRM side captures leads, tracks customers and sends quotes; the job management side schedules the work, records what happened on site, raises the invoice and chases payment - replacing the spreadsheets, paper diaries and separate invoicing apps most trades start out with.
How much does job management software cost in the UK?
Most UK job management software is priced per user per month, so the bill grows every time someone joins the team, and features are often split across tiers. Pipeline is priced per plan instead: £10 a month for a sole trader, £30 a month for up to 5 users and £50 a month for up to 15 users on annual billing, with every feature included on every plan and no setup fees. See the full breakdown on our pricing page.
What kind of business is Pipeline built for?
Pipeline is purpose-built for service businesses - tradespeople, installers, cleaners, gardeners, agencies, consultants, and anyone who quotes, schedules and invoices work. Whether you are a solo operator or a 50-person team, the platform scales with you.
Do I need to install anything?
No. Pipeline runs in your browser, works on phones and tablets, and there's a dedicated mobile app for engineers in the field. Your data is hosted securely in the UK.
How long does it take to get set up?
Most teams are sending their first quote within an hour. We import your customers from a CSV or Xero/QuickBooks, and our onboarding team will walk you through everything else for free.
Can I try Pipeline before I buy?
Yes - every plan starts with a 7-day free trial. You can also book a 30-minute demo with a real human if you want a guided tour first, we use Pipeline to manage our leads too!
Ready to bring order to your pipeline?
Start a 7-day free trial. Cancel anytime.