A true lead-to-cash CRM
A drag-and-drop lead pipeline, quotes, jobs, invoices and payments - one connected flow, not bolted-on modules.
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How Pipeline compares
Weighing Pipeline up against the tool you are on, the one you have been quoted for, or the spreadsheet that has got you this far? Here are honest side-by-side comparisons - so you can pick with your eyes open.
Pipeline vs Tradify, Payaca, Klipboard, Joblogic, ServiceM8, Jobber, Fergus and YourTradebase
Pipeline is an all-in-one CRM and business management platform for service businesses - trades, installers, cleaners, gardeners, agencies and more. It runs your whole operation from one system: leads, quotes, jobs, invoices, payments, appointments, communications and reporting, with a branded customer portal and every feature included on every plan.
The comparisons below look at how Pipeline stacks up against the tools UK trades usually shortlist - and against spreadsheets, which is where most businesses actually start. Each one is written fairly, including where the other option may well be the better choice for you, and each carries a calculator that works out what per-user pricing costs as your team grows.
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 comparison Pipeline vs ServiceM8
ServiceM8 is a strong choice if you have a large team but a modest number of jobs each month, and you want a mobile-first app that field staff pick up quickly.
Read the comparison Pipeline vs Jobber
Jobber is a strong choice if you operate in North America, want the deepest feature set and largest integration marketplace available, and are comfortable with dollar billing and per-band pricing.
Read the comparison Pipeline vs Fergus
Fergus is a strong choice if timesheets, GPS tracking, purchase orders and formal health and safety paperwork are central to how you run jobs, and you want a product with a long track record in the trades.
Read the comparison Pipeline vs YourTradebase
YourTradebase is a strong choice if you are a sole trader or a very small team who wants quoting and invoicing done simply, with as little software to learn as possible.
Read the comparison Pipeline vs spreadsheets
A spreadsheet is genuinely the right tool if you are on your own, doing a handful of jobs a month, invoicing from a template and not trying to grow. Do not pay for software to solve a problem you do not have.
Read the comparisonWhat sets Pipeline apart
The threads that run through every comparison.
A branded customer portal
Customers accept and sign quotes, pay invoices, sign off jobs, book appointments and leave reviews online.
Communications built in
Email and SMS messaging, team chat, and email and tag-based automations - no extra tools to buy.
Every feature on every plan
Priced by team size, with the full platform included. No feature gates, no per-user surprises.
See why service businesses switch to Pipeline.
Every feature on every plan. Free onboarding. Cancel any time.