01
Unified record
Everything you know about a customer in one place - leads, quotes, jobs, invoices, expenses, notes, files, photos.
Customer CRM
A customer CRM with a complete view of every customer
A customer CRM built for service businesses. Every quote, job, invoice, note, photo and email - neatly organised against the customer record. Search anyone, find anything in seconds.
The benefits, at a glance
- Single timeline of every interaction
- Multiple sites, contacts and addresses per customer
- Searchable customer records
- Customer self-service portal
- Notes, files and attachments - all searchable
Inside customers
02
Customer portal
Give customers a self-service login to view quotes, accept work, see job updates and pay invoices.
03
Multi-site support
Commercial customers with multiple properties? Track jobs and quotes per site under one parent account.
04
Search and filters
Search your customer CRM by name, email, phone number, address or activity so the right record is always close to hand.
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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