One platform. Every part of your operation.
From the first enquiry to the final paid invoice, Pipeline handles every step. Click any feature to dive in.
Leads
Stop losing work to missed emails and forgotten phone calls.
Quotes
Build professional quotes in minutes from a library of saved line items.
Jobs
Plan tasks, dispatch your team, track time and materials, and capture sign-off on site - all from one job record.
Invoices
Turn a completed job into an invoice with one click.
Customers
Every quote, job, invoice, note, photo and email - neatly organised against the customer record.
Appointments
Let customers book a survey, consultation or quote visit in seconds.
Expenses
Snap a receipt, log a supplier invoice or record team expenses - and see real-time profitability per job, per customer, per crew.
Forms
Send custom questionnaires before a quote or job - collect measurements, photos, preferences and access details so you arrive ready.
Reports
Eight built-in reports turn your day-to-day work into clear, actionable numbers.
Catalogue
Build a central catalogue of the products and services you sell.
Communications
Email and SMS your customers from inside Pipeline - and see every message logged against the right customer, lead, quote, job or invoice.
Automations
Build branded email templates and let Pipeline send them automatically when a quote is sent, a job completes, an invoice falls overdue or a tag is added.
Mailing Lists
Grow a list of engaged customers and email them whenever you have something to say.
Dashboard
A customisable dashboard of drag-and-drop widgets, plus a kanban Work Board that tracks every lead, quote, job and invoice across your business - so you always know what needs doing next.
Customer portal
Send customers beautiful, branded links to view and accept quotes, pay invoices online, sign off completed jobs, book appointments and leave reviews - all mobile-friendly, no login required.
Team & permissions
Invite your team, assign roles and control exactly what each person can see and do.
Built as one. Works as one.
Most CRMs are 60% of a sales tool, 40% bolt-ons and 0% job management. Pipeline was designed from the ground up for service businesses, so a lead becomes a quote becomes a job becomes an invoice - without any export, import or copy-paste in sight.
- One customer record - every lead, quote, job, invoice and conversation in one place
- One automatic flow - moves seamlessly from enquiry to payment
- One source of truth - no more “which spreadsheet has the latest?”
- One subscription - no per-feature add-ons, no surprises
Ready to bring order to your pipeline?
Start a 7-day free trial. Cancel anytime.