PipelineAI CRM
AI CRM with 24/7 AI Agents & Job Management
The AI CRM for trades: customers, sales pipeline and jobs in one place, answered 24/7.
14-day free trial of the full suite: every app, every phone, full AI included. No card details needed.
PipelineAI CRM on its own
£0/mo
- Unlimited users
- No contract, cancel any month
- 14 days free, no card needed
HR & Recruitment Suite
£89/mo
- PipelineAI CRM plus the rest of the pack
- PipelineAI CRM Starter included free
A full CRM, not just another app
The CRM your whole business runs from, with AI agents that never clock off.
Unlimited users, free in every pack, and every other app plugs into it. Each app still works fine on its own.
Customer records & history
Every customer, contact, email, call note, photo and payment on one record you can search in seconds.
Sales & job pipeline
Board or list view from new enquiry to survey, quote, booked, delivered and paid. Drag a job or let it move itself.
24/7 AI agents
AI reads, sorts and replies to enquiries day and night in your company's voice, with the safeguards you choose.
One job file across every app
Surveys, quotes, deliveries, sign-offs and invoices all land on the same job with one JOB number.
Live preview
Try PipelineAI CRM right now
Tap around the real thing. No sign-up, nothing saved.
Pick a way to work
Leads land here from chat, forms and quotes.
Press anything
Ask your pipeline anything
Deal board
Sales pipeline
Pipeline value
£0
Board activity
Your controls — the screen above reacts
Pick a way to work
Leads land here from chat, forms and quotes.
Press anything
Ask your pipeline anything
Enquiries sit unanswered overnight, jobs live in five inboxes and nobody knows what stage anything is at.
Like hiring a junior sales and admin person who never sleeps and never needs a salary.
Everything PipelineAI CRM does
- 24/7 AI agents read, sort and reply to emails in minutes, even at 2am, in your company's own voice
- You set the safeguards: advice only, draft for approval, or full autopilot with hard stops
- AI suggests the reply and the next step on every job
- Drag-and-drop board or list view, whichever each person prefers
- One job number (like JOB-1024) follows the job through survey, quote, delivery and invoice
- Connects to Outlook, Gmail or any email provider; replies go out from the CRM and sync back
- AI sorts incoming email onto the right board column for you
- Pause buttons stop emails coming in whenever you step away
- Jobs move column by themselves when a quote is signed or a delivery is done
- One-screen job file: every email, quote, photo, payment and signature at a click
- Dedicated aftercare channel and ticketing for problems after the job
Enquiries lost between the phone and the notebook
- Leads in an inbox, a notebook and someone's head
- Follow-ups remembered too late or not at all
- No idea what's actually in the pipeline this month
- Two people ringing the same customer
One board every enquiry lands on, whatever the source
- Chat, booking, quote and widget leads all arrive automatically
- Next action on every card, with a nudge when it's due
- Value and stage visible at a glance
- Notes and history shared, so nobody doubles up
Every app you run feeds the same board.
The board isn't something you fill in — it fills itself from the tools already doing the work.
What feeds in
- Live chat conversations
- Booking and calculator enquiries
- Quote acceptances and lead lists
What you see
- One card per customer
- Source and value on the card
- No manual entry at all
Everything AI CRM with 24/7 AI Agents & Job Management does for you
The hub your other apps plug into
One toggle connects your calculators, sales bot, quotes and delivery runs — leads arrive already tagged with where they came from.
Capture from anywhere
A webhook URL and a copy-paste script pull leads in from any website form, landing page or third-party service.
Or send it all somewhere else
Prefer your own CRM? Every event can be pushed out to HubSpot, Salesforce, Zapier, Make or a custom endpoint.
AI revival assistant
Drafts a context-aware email or WhatsApp nudge for every stalled deal, so dead leads get one more real chance.
From the job
“Enquiries get answered at 11pm and I wake up to jobs on the board, not an inbox to dig through.”
Before and after
From scattered enquiries to a board that tells the truth.
Drag the handle to see the sales side of the week change.
Inbox and notebook
- Leads in four places
- Follow-ups missed
- Pipeline value unknown
- Duplicate calls to customers
With PipelineAI CRM
- Everything on one board
- Nudges when action is due
- Value and stage at a glance
- Shared history per customer
Drag the handle
From set-up to payoff with AI CRM with 24/7 AI Agents & Job Management.
A CRM shouldn't cost per person.
Drag it to the number of sales tools you'd otherwise pay per seat for.
Separate tools replaced
3 subscriptions
Separate tools
£147
per month
SmartFlo
£0
per month, flat
You keep
£1764
a year
Three ways to buy AI CRM with 24/7 AI Agents & Job Management.
Unlimited users on every option. Cancel any time.
AI CRM with 24/7 AI Agents & Job Management
- Unlimited users, no per-seat charge
- Leads arrive from every app automatically
- Follow-up nudges on every card
- Shared notes and history
HR & Recruitment Suite
Staff holidays, staff records, bulk CV screening and job applications, with PipelineAI CRM Starter free.
- Lead lists feed the board directly
- Campaigns sent to board segments
- Quotes and invoices raised from the card
All-Access Full Suite
Everything on the platform at its highest tier: every suite, every growth tool, every website widget and PipelineAI CRM Pro included free.
- Every app on the platform
- Every website widget
- Unlimited users throughout
Straight answers
Put every enquiry on one board
Nothing typed in twice, nothing followed up too late, and a month you can actually forecast.
Open your pipeline free