Capture every enquiry
Web forms, email, phone and Google Business Profile - every enquiry lands in one inbox so nothing slips through the cracks.
For software agencies
Agency management software
Run the agency, ship the software.
From scoping calls to release sign-off - capture leads, send statements of work, track milestones and bill retainers in one platform.
CRM and project software for software development agencies
Pipeline is agency management software for UK software development agencies - run the agency, ship the software. From scoping calls to release sign-off, capture leads, send statements of work, track milestones and bill retainers in one platform.
As a full agency CRM, it pulls SoWs, projects, retainers and invoices out of Notion, Drive and email into one place - so retainer hours actually get billed and you can see which projects are profitable.
Sound familiar?
If you run a software agency business, this should ring true.
- SoWs scattered across Notion, Drive and email
- Retainer hours that never quite get billed
- Slow-paying enterprise clients eating cash flow
- No real picture of which projects are actually profitable
Everything software agency businesses actually need.
Quote in minutes
A library of saved line items means you can build a professional quote in five minutes, not fifty.
One-click invoicing
Turn a completed job into an invoice in one click. Customers pay online with card or bank transfer.
Recurring work
Service contracts, planned maintenance and repeat visits - set the schedule once and Pipeline generates each visit automatically.
Reports that work
Eight built-in reports cover sales pipeline, conversion, revenue, aged debt, profit and team workload - no spreadsheets.
Full customer history
Every quote, job, invoice, photo and note for each customer in one timeline. Search anyone, find anything in seconds.
Built for the way you work.
A clean, modern interface your team will actually want to use. Everything where you expect it.
Pipeline works for these too
Software agencies software FAQs
What CRM do software agencies use?
Pipeline is agency management software that combines a CRM, statements of work, milestone billing and retainer management in one platform built for UK software development agencies.
Can I bill retainers and milestones?
Yes. Bill retainers on a recurring schedule and raise milestone invoices as projects progress, synced to Xero or QuickBooks.
Does it show which projects are profitable?
Yes. Built-in reports show revenue and profit per client and project, so you can see what is actually making money.
Pipeline for software agencies - try it free for 7 days.
No credit card required. Free onboarding. Cancel any time.