One platform. Every part of your operation.
From the first enquiry to the final paid invoice, Pipeline handles every step. Click any feature to dive in.
AI Assistant
Pipeline MCP turns Pipeline into AI CRM software that connects to ChatGPT, Claude and other compatible assistants, so you can ask questions, review your work and carry out everyday sales and operations tasks in plain English.
Leads
Stop losing work to missed emails and forgotten phone calls.
Quotes
Pipeline’s quoting software builds professional quotes in minutes from a library of saved line items.
Jobs
Pipeline’s job management software lets you plan tasks, dispatch your team, track time and materials, and capture sign-off on site - all from one job record.
Invoices
Pipeline’s invoicing software turns a completed job into an invoice with one click.
Customers
A customer CRM built for service businesses.
Appointments
Pipeline’s online booking system lets customers book a survey, consultation or quote visit in seconds.
Expenses
Job expense tracking made simple.
Forms
Send customer questionnaires before a quote or job - collect measurements, photos, preferences and access details so you arrive ready.
Reports
Eight built-in reports and analytics views turn your day-to-day work into clear, actionable numbers.
Catalogue
Build a central item catalogue of the products and services you sell.
Communications
Keep all your customer communications in one place.
Automations
Build branded email templates and let Pipeline’s email automations send them automatically when a quote is sent, a job completes, an invoice falls overdue or a tag is added.
Mailing Lists
Grow mailing lists of engaged customers and email them whenever you have something to say.
Dashboard
A customisable business dashboard of drag-and-drop widgets, plus a kanban Work Board that tracks every lead, quote, job and invoice across your business - so you always know what needs doing next.
Customer portal
Pipeline’s customer portal sends customers beautiful, branded links to view and accept quotes, pay invoices online, sign off completed jobs, book appointments and leave reviews - all mobile-friendly, no login required.
Team & permissions
Invite your team and use user roles and permissions to control exactly what each person can see and do.
Smart Credits Coming soon
Smart Credits are a flexible add-on subscription, starting at £7 per month, that powers Pipeline’s Smart Features, our AI tools for service businesses.
Receipt Reading Coming soon
Pipeline’s AI receipt scanner reads the supplier, date, total, VAT and payment method from any receipt photo, scan or PDF.
Enquiry Screening Coming soon
Pipeline’s enquiry spam filter screens every public form submission and separates genuine enquiries from spam and sales pitches.
Smart Inbox Coming soon
Smart Inbox is an AI inbox that reads incoming customer emails and SMS replies, works out what each one is about and how urgent it is, suggests the next best action and prepares a draft reply for your team to review.
Smart Inbox Replies Coming soon
Carefully controlled automatic replies that use verified Pipeline information only.
Built as one. Works as one.
Most CRMs are 60% of a sales tool, 40% bolt-ons and 0% job management. Pipeline was designed from the ground up for service businesses, so a lead becomes a quote becomes a job becomes an invoice - without any export, import or copy-paste in sight.
- One customer record - every lead, quote, job, invoice and conversation in one place
- One automatic flow - moves seamlessly from enquiry to payment
- One source of truth - no more “which spreadsheet has the latest?”
- One subscription - every core feature on every plan, with optional Smart Credits for AI-powered Smart Features (coming soon, in beta testing)
Ready to bring order to your pipeline?
Start a 7-day free trial. Cancel anytime.