Win back the quotes that went quiet
See which jobs are going cold, send an AI-written chase in one click, and let connected apps move the job along for you.
The average firm leaves money in quotes nobody followed up. PipelineAI flags jobs going cold on the board, writes a follow-up that references the actual quote, and lets customers book a call around your real diary. When a survey is submitted, a quote is signed or a delivery is made, the job moves stage on its own.
What it does
- Going-cold alerts. Jobs with no activity are flagged red on the board and counted in the banner.
- AI revival drafts. One click writes a follow-up based on that job's quote and history (Scale plan).
- Meeting scheduler. A booking page that checks your Outlook busy time and never double-books (Pro plan).
- Tasks and reminders. Daily to-do reminders for every team member (Pro plan).
- Automatic stages. Connected apps move the job when surveys, quotes, sign-offs and deliveries happen.
The apps behind it
The CRM your whole business runs from: every customer, enquiry, quote and job in one place, with AI agents that never clock off.
See how it worksMessy brief in, signed and part-paid proposal out — margins applied automatically.
Design emails by dragging blocks around, write them with AI, send texts under your own business name, and only ever reach people who have ticked the box — with the proof stored for you.
See how it worksPipelineAI CRM plans
| Plan | Price | What you get |
|---|---|---|
| Starter | £39 / month | Up to 250 jobs, Triage inbox, Sales Ledger, connected apps |
| Pro | £59 / month | Unlimited jobs, scheduler, tasks, custom fields |
| Scale | £99 / month | AI revival drafts, webhooks and website capture code |
Starter is free inside every department suite; Pro is free in All-Access.
Common questions
Does the AI send chases automatically?
No — it drafts, you review and send.
Which plan includes AI revival?
PipelineAI CRM Scale, or the All-Access Full Suite.
Turn sent quotes into signed jobs
Every app has a live, hands-on preview on its own page, and every app works completely on its own — no other SmartFlo app, plan or add-on required.