Inbound lead intake, automated deal stages, and customer activity tracking.
Core capabilities are ready together, without stitching several products into the same workflow.
Drag deals from new inbound to completed with stale-lead warnings after five quiet days.
Toggle calculators, the lead bot, QuoteCraft and FleetPilot straight into the pipeline.
A webhook URL and a copy-paste script pull leads from any website form.
Drafts a context-aware email or WhatsApp nudge for every stalled deal.
Use the working preview below. Nothing is saved and no account is needed.
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 the live operational view your team uses after setup. PipelineAI CRM keeps the next action clear without making staff learn a complicated new system.
PipelineAI CRM
Live workspace overview
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
Primary workspace
Move from overview to action without leaving PipelineAI CRM.
Drag deals from new inbound to completed with stale-lead warnings after five quiet days.
Toggle calculators, the lead bot, QuoteCraft and FleetPilot straight into the pipeline.
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.
Essential Lead Tracking for Solo Operators
£29/mo
Complete Multi-Team Job & Meeting Management
£59/mo
Automated Dispatch & Intelligent Pipeline Revival
£99/mo
Need the CRM plus our complete suite of AI tools and widgets? Check out our Package Deals starting from £49/mo.
See package dealsSee what is included with PipelineAI CRM compared with typical standalone alternatives. Availability elsewhere varies by provider and plan.
Drag deals from new inbound to completed with stale-lead warnings after five quiet days.
Toggle calculators, the lead bot, QuoteCraft and FleetPilot straight into the pipeline.
A webhook URL and a copy-paste script pull leads from any website form.
Drafts a context-aware email or WhatsApp nudge for every stalled deal.
General category comparison. Features and availability differ by provider and plan.
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