Every deal, by stage,
at a glance.
Drag deals from New Lead to Closed Won and always know what your pipeline is worth, what's under contract and what comes next. Your contacts, follow-up dates and notes live right alongside.
Included in New Agent and Growing Agent14 days free
Simple enough
to actually use.
The whole board at once
New Lead, Active, Under Contract, Closed Won and Closed Lost. Drag a deal to move it on.
Know what it's worth
Total deals, pipeline value, active deals and closed won, worked out for you as the board changes.
Contacts with follow-ups
Hot, warm or cold, buyer or seller, next follow-up date, and whether they've referred you or left a review.
Leads add themselves
Every lead from your forms becomes a contact and a new deal, without you typing a thing.
Add it. Move it. Close it.
Add a deal
Give it a name, link the contact, and add the value, expected close date and where it came from.
Move it along
Drag it from stage to stage as it progresses. Your totals update as you go.
Close it
Mark it Closed Won. On Growing Agent, log it in Finances to see what you actually kept.
What you can track
- Stages from New Lead to Closed Won or Lost
- Deal value and expected close date
- Notes on every deal
- Link each deal to a contact
- Filter the board by pipeline
- Contact temperature: hot, warm or cold
- Next follow-up and last contact dates
- Referral and review tracking
Emma reads the board for you
Every deal and follow-up date feeds your Daily Brief, so the deals that need you show up as tasks each morning.
See the Daily BriefPipeline CRM: your questions
Can I import my contacts from another CRM?
Not yet. You can add contacts by hand, and every lead from your Pipeline OS forms is added for you automatically.
Does it work on my phone?
Yes. Pipeline OS works in your phone's browser, and you can drag deals between stages with your finger.
What happens when a deal closes?
Move it to Closed Won and it counts toward your totals. Growing Agent members can then log it in Finances to see the real profit.
Better together, in one login.
Everything you need.
Nothing you don't.
Start your 14 days free today. Emma will have your first plan ready tomorrow morning.
From $49/mo after your trial · Cancel any time