CRM & client services · Feature Atlas

PipeLeads CRM

See every deal. Know the next step. Let the follow-up run itself.

PipeLeads CRM is a pipeline-first CRM. Your deals sit on a drag-and-drop board with contacts, companies, activities, meetings, email and texts on every record. Workflows and an approval-first agent handle the follow-up, and MailBaser, CalendarBug and Lead Finder plug straight in.

Features: 105
Areas: 16
Levels deep: 2
Coordinate: PL

Visit PipeLeads CRM Start free See the PipeLeads CRM page

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Sales dashboard

FeatureEvery number is computed from your own deals and activities, and every tile links to the list behind it.
AdvantageNo spreadsheet export to know how the month is going. Click any number to see the deals inside it.
BenefitYou see the health of the business in one screen, every morning.
Promised LandYou walk into the sales meeting already knowing the answer.

In the product

See PipeLeads CRM at work.

PipeLeads CRM pipeline board with colored Lead, Qualified, Proposal, Negotiation and Won stage columns, each holding deal cards with values, owner avatars, tags, rotting and overdue badges and close dates; header shows $538,000 open and $323,550 weighted across 8 deals — **Pipeline board**Every deal on one board, with a flag on the ones going cold.Explore Kanban pipeline board

Sales dashboard for the Sales Pipeline over the last 90 days: a Needs your attention strip (15 overdue activities, 2 deals with no next step, 3 rotting deals, 0 closing this week) above KPI tiles with sparklines for open pipeline $538,000, weighted pipeline $323,550, won $61,000, 67% win rate, 38-day sales cycle and $15,250 average deal — **Sales dashboard**Know where your pipeline stands and what needs you today.Explore Sales dashboard

Edit email template dialog for Welcome after closing: subject, preview line and a rich-text body with contact, company and owner merge fields on the left, and a live preview on the right that renders the email as Welcome aboard, Dana with Acme Industries and Marcus Lee filled in — **Template editor with live preview**Write it once, see it filled in before anyone gets it.Explore Template editor with live preview

Contact page for Michael Chen at Global Enterprises, with the Conversation tab showing 7 messages in one thread: a proposal email and his emailed reply asking to split onboarding across two quarters, then texts back and forth about the updated schedule, procurement and a Tuesday call. Messages are grouped by day, with the team's messages on the right and his replies on the left, and Send email and Send text buttons below — **Contact conversation thread**Every email and text with a contact, both ways, in one thread.Explore Conversation tab

Agent Approvals tab with 2 waiting proposals. The first is a drafted workflow, Proposal follow-up by text and task: it starts when a deal moves into the Proposal stage, sends a text with merge fields, waits 2 days, then creates a call task for the record owner, and its status reads Draft, switched off. The second is an email to Michael Chen about the Global Enterprises Package. Each card has an approval hash, an expiry countdown and Reject and Approve buttons — **Agent approvals with a drafted workflow**Describe an automation in one sentence. The agent drafts it switched off and waits for your OK.Explore Agent drafts workflows

Agent chat answering Which deals are stalling this week? with a table of three stalled deals (Mega Corp Store Operations Suite, Mega Corp Expansion, BlueSky Professional) showing value, stage, days in stage, next step and owner as linked records, plus notes and an offer to prepare follow-up tasks — **Ask the CRM agent**Ask what's slipping and get the deals back as links you can open.Explore Ask your CRM

Workflow builder canvas for Chase a proposal after three days: a Deal stage changed trigger connected to a Wait 3 days delay and then a Create task action, with a step palette on the left and a details panel showing No problems on the right — **Workflow builder**Build follow-up automations by dragging steps onto a canvas.Explore Visual workflow builder

Edit stages side panel over the pipeline board showing a colored stage preview strip and editable rows for Lead, Qualified, Proposal, Negotiation and Won, each with a color swatch, win percentage, rots-after days and reorder controls — **Edit stages**Rename, recolor and reorder stages to match how you actually sell.Explore Stage editor

Areas

Every part of PipeLeads CRM.

PL-0111 features

App Frame & Navigation

The shared PipeLeads frame: project switcher, Client Services Suite, CRM sidebar, command palette, avatar menu, demo data and the in-app guide.

PL-029 features

Sales Dashboard

A live sales dashboard calculated from your real records: what needs you now, headline numbers, charts and a leaderboard.

Sales dashboard+8

PL-039 features

Pipeline Board

The drag-and-drop Kanban at the heart of the CRM: stages, deal cards with health signals, closing drop zones, a stage editor and pipeline settings.

PL-0412 features

Deals

The deal list and the full deal page: stage progress, win/loss, line items, stage history, activities, files, email, text, meetings and automation history.

PL-0511 features

Contacts

The people you sell to: list, form, contact page with deals, activities and a full email/text conversation, marketing readiness from MailBaser, and leads that arrive on their own.

PL-063 features

Companies

The organisations you sell to, with their people, deals, activities and revenue.

PL-075 features

Activities

Calls, emails, meetings, tasks and notes: a Today-first list, a month calendar and next-step panels on every record.

PL-087 features

Meetings & Scheduling

Book CalendarBug meetings, share booking links or log meetings from any deal, contact or company; bookings sync back on their own.

PL-092 features

Products

The catalogue of what you sell, used for line items on deals.

Product catalogue+1

PL-104 features

Email Templates

Reusable emails with a rich-text editor, merge fields and a live preview against real records.

PL-1113 features

Workflows

A visual automation builder that runs on its own: triggers, branching, waits, CRM actions, email and SMS, webhooks, test runs, run history and self-protection.

PL-123 features

PipeLeads Agent (Pro Max)

Talk to your CRM: ask questions, get changes prepared for your approval, and have workflows drafted from one sentence.

PL-132 features

Notifications

An in-app bell and page for deal wins, losses, stage moves, assignments, replies and workflow alerts.

Notification bell+1

PL-143 features

Import & Export

CSV import and export, and a safe, repeatable import from Legacy PipeLeads.

PL-158 features

Settings & Integrations

Profile, notification preferences, custom fields, and the MailBaser, connector, API key and CalendarBug cards.

PL-163 features

Teams & Workspaces

Shared workspaces from Scale.gg with roles, guest mode and workspace switching.