See every deal. Know the next step. Let the follow-up run itself.
Product video · 1:56
Every deal sits on one board. Emails, texts, tasks, and stage moves go out on the triggers you set, and an AI agent answers questions about your pipeline and prepares changes you approve with one click.
Real screens from the CRM: see every deal on the pipeline board, check what needs you on the sales dashboard, and filter every deal in one table.
Pipeline board
Sales dashboard
Deals table
Product facts
What to know before you begin.
Status
Available now
Membership
Pro plan · agent with Pro Max
Start with
Your pipeline and stages
Review
Every agent change, before it runs
What moves forward
Deals, on the triggers you set
Email and texts go out through your MailBaser sender and number, meetings book through CalendarBug, and leads from Lead Finder and QuizFunnels arrive on their own. Your PipeLeads 1.0 data comes across with the legacy importer.
Separatefrom LeadFinder
27workflow triggers
Approveevery agent change
ProScale.gg plan
The old way
A lead list is not a sales process.
LeadFinder answers who. PipeLeads CRM keeps what happened, what comes next, and where the deal stands, and it keeps the conversation too: every email and text with a contact, sent and received, lands in one thread on the record, with a ping when they reply.
Know what goes in, what the product does, and what you still control.
01 · Input
What you bring
Your deals, contacts, and companies, plus the leads Lead Finder and QuizFunnels send in
02 · System work
What the product does
Runs your workflows on 27 triggers and prepares agent changes from plain-language requests
03 · Output
What you get
Follow-up that goes out on time, and a board that shows what is moving and what is stuck
04 · Human control
What stays yours
Every agent change waits for your Approve, drafted workflows start switched off, and deletes need an owner or admin
Product capabilities
The tools that complete this specific job.
Ask your CRM
Ask, then approve.
Ask which deals are stalling this week and get the answer with a link to every deal. Tell it to add a follow-up call to each one, and you see exactly what will change before anything moves.
Twenty-seven moments can start a workflow: a stage change, a reply, a booked meeting, a deal going quiet. Waits hold for weeks, a test run touches nothing, and every run shows what happened and why.
Templates fill in the contact, company, and deal for you, and a preview against a real record shows any field that would come out blank. Emails and texts go out through your MailBaser sender, and each one is logged on the timeline.
Pick a meeting type and a time, CalendarBug sends the invite, and the booking lands on the contact, company, and deal. Moves and cancellations come back on their own, and every call, meeting, and task sits on one calendar.
Name, color, win odds, and a “goes stale after” timer for every stage, in as many pipelines as you sell through. The board flags the deals going cold by your own rules.
Marketing and sales finally share the same customer.
PipeLeads CRM now works hand in hand with MailBaser, and the agent can act for you once you approve.
New
Add to MailBaser
Put a contact, everyone at a company, or a selection from your contacts list onto a MailBaser list, tag, or sequence in one click. The marketing readiness card shows consent, lists, and the last click before you reach out.
New
MailBaser steps in workflows
Enroll a contact in a sequence, add a tag, subscribe them to a list, or hand MailBaser an event, right inside a workflow. Something happening in MailBaser can start a workflow here too.
Pro Max
PipeLeads Agent
Ask about deals, contacts, and follow-ups. It prepares stage moves, activities, emails, texts, and MailBaser hand-offs, drafts whole workflows from one sentence, and works from Claude Code, Codex, or Cursor. Nothing runs until you approve it.
PipeLeads Agent · Pro Max
Say it once. Approve it once.
Describe an automation in one sentence and it comes back built from your own stages, templates, and senders, switched off until you have looked it over. Emails, texts, stage moves, and deletes all wait on the same Approve button, and a delete needs an owner or admin.
PipeLeads CRM is a pipeline CRM for companies, contacts, deals, and activities, with workflows that follow up on their own and an AI agent that prepares changes for you to approve. It runs at go.pipeleads.ai, next to ProjectBaser.
Is PipeLeads CRM the same as LeadFinder?
No. LeadFinder finds and scores prospects, and one click sends them here as contacts and companies, with a deal in the stage you pick if you want one.
Does the CRM move deals automatically?
Yes, when you set it up to. A workflow can move a deal to a stage or mark it won or lost when a trigger fires, and the agent moves deals after you approve its proposal.
Does the AI change my data on its own?
No. Every change the agent prepares waits for your Approve, an unapproved proposal expires after 30 minutes, and deletes need an owner or admin. Workflows it drafts arrive switched off.
Does it send email and texts?
Yes, through your MailBaser sender and number. Replies land on the contact's Conversation tab, and if a sender isn't connected yet the message is held and you see why.
Can I bring my old PipeLeads data?
Yes. Import from Legacy PipeLeads previews your data, runs in steps you can resume, and never duplicates a record. CSV import and export cover contacts and companies.
Keep discovery and deal work separate—and connected.
PipeLeads CRM is its own Pro app, not another name for LeadFinder. Leads arrive from LeadFinder in one click, a won deal can open a ProjectBaser card, and the agent comes with Pro Max.