01
Multi-channel messaging
Reach customers by email or text on the channel they prefer, sent and received without leaving the record you are working on. Email is included in your plan; text messages are charged for what you send.
Communications
All your customer communications on one timeline
Keep all your customer communications in one place. Email and SMS your customers from inside Pipeline - and see every message logged against the right customer, lead, quote, job or invoice. Plus team chat to keep the whole crew in the loop. Text messages are charged for what you send, on top of your plan.
The benefits, at a glance
- Email and SMS from one place
- Every message logged to the customer timeline
- Automatic logging of reminders and outreach
- Team chat with links back to CRM records
- Unread counts so nothing gets missed
- Smart Inbox prioritises incoming messages and drafts replies for review (coming soon)
Inside communications
02
Complete communication log
All your customer communications, including every message, reminder and outreach email, are attached to the customer, lead, quote, job or invoice it relates to, building a full history automatically.
03
Team chat
Discuss jobs and customers with your team in threaded chat, with links straight back to the CRM record so context is always one click away.
04
Always up to date
Unread message counts and an auto-refreshing timeline mean the office and the field are always looking at the same conversation.
05
Smart Inbox (coming soon)
Add Smart Credits and Pipeline categorises incoming customer emails and SMS replies, highlights urgent messages, suggests the next best action and drafts a reply for your team to review. You can always reply manually.
06
Smart Inbox Replies (coming soon)
Simple requests, such as asking for an existing quote, invoice or schedule link, or a job start time, can be answered automatically using verified records only. Anything needing judgement stays with your team.
Explore the rest of Pipeline
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.
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