01
Accept and pay online
Customers review a branded quote, choose optional extras, accept and sign - then pay the deposit or invoice online. Totals, VAT and discounts recalculate live.
Customer-facing portal
A branded customer portal your customers will love
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.
The benefits, at a glance
- Branded public quote and invoice pages
- Online quote acceptance with digital signature
- Pay invoices online by card or bank transfer
- Public job sign-off and customer reviews
- Public booking and lead capture forms
Inside customer portal
02
Sign-off and reviews
Capture a digital signature on completed work through a public sign-off link, then invite customers to leave a public review and rating.
03
Booking and lead forms
Public booking pages honour your working hours and blocked time, while embeddable lead forms and questionnaires capture new enquiries straight into Pipeline.
04
Built for every screen
Every public page is responsive and mobile-friendly, with sticky action bars, image lightboxes and horizontally scrollable line-item tables that just work on a phone.
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.
Ready to bring order to your pipeline?
Start a 7-day free trial. Cancel anytime.