PipelineAI CRM
AIInbound lead intake, automated deal stages, and customer activity tracking.
Try it live
This is the real thing, running right here in the page. Click around — nothing is saved.
Drag a deal between stages — the board updates live.
New inbound
2Hollins Road — kitchen refit
Calculator widget
£9,840
Brook Park — office fit-out
Website form
£22,400
Quoted
2Chapel Street — bathroom
QuoteCraft
£6,120
Riverside Cafe — flooring
WhatsApp widget
£4,380
Won
1Ashfield Ltd — annual contract
Booking page
£18,600
Scheduled
0Drop a deal here
See What It Looks Like Inside Your Dashboard
A clean, no-code backend built for dispatchers, business owners, and non-technical staff.
New lead
£5,180Harrow Kitchens
£4,200
Oakwell Ltd
£980
Survey booked
£12,400Park Royal fit-out
£12,400
14 days quiet · AI revival ready
Fitting
£8,900Croydon showroom
£8,900
Won
£7,150Wembley Trade
£7,150
Pick the CRM tier that fits your team
Every tier is the same CRM — you simply unlock more pipelines, people and automation as you grow. Move up or down at any time; your data is never deleted.
Starter
Essential Lead Tracking for Solo Operators
£29/mo
- 1 Active Deal Pipeline
- Up to 250 Contacts & Deals
- Live Drag-and-Drop Kanban Board
- Instant Website Widget & Form Intake
- Deal Notes, Contact History & Values
Pro
Complete Multi-Team Job & Meeting Management
£59/mo
- Up to 5 Pipelines (Sales, Operations, Installs)
- Unlimited Contacts & Deals
- Assign Jobs to Specific Team Members
- Allocate Deals by Department (Sales, Fitting, Aftercare)
- Built-in Meeting & Site Survey Scheduler
- Custom Fields & Automated Resend Email Alerts
Scale
Automated Dispatch & Intelligent Pipeline Revival
£99/mo
- Unlimited Pipelines & Departments
- Automated Department Hand-Off Triggers (Sales → Aftercare)
- Round-Robin Lead Distribution across Staff
- AI Stale Deal Revival Assistant & Lead Scoring
- Custom API Intake Keys & Outbound Webhooks
- Advanced Pipeline Analytics & Close-Rate Forecasting
Need the CRM plus our complete suite of AI tools and widgets? Check out our Package Deals starting from £49/mo.
See package dealsWhat you get
Visual stage kanban
Drag deals from new inbound to completed with stale-lead warnings after five quiet days.
1-click ecosystem sync
Toggle calculators, the lead bot, QuoteCraft and FleetPilot straight into the pipeline.
External lead capture
A webhook URL and a copy-paste script pull leads from any website form.
AI revival assistant
Drafts a context-aware email or WhatsApp nudge for every stalled deal.
Works on Any Website
Paste one snippet exactly where you want it to appear — it fills the space it's given.
- WordPress: edit the page or post, add a Custom HTML block where the graphic should appear and paste the snippet in.
- Shopify: Online Store → Themes → Edit code, or add a Custom Liquid section to the product page and paste the snippet.
- Webflow: drag an Embed element onto the canvas, paste the snippet, then publish the site.
- Squarespace: edit the section, add a Code block and paste the snippet.
- Wix: Add → Embed Code → Embed HTML, paste the snippet and let the frame size to the content.
- Framer: Insert → Embed → HTML and paste the snippet into the embed panel.
- Custom HTML: paste the snippet directly into your page markup at the position you want the widget.