Sales CRM
The whole client relationship, on one desk.
Contacts, deals, email, SMS, calls, WhatsApp, documents, and the Facebook and Instagram threads your clients already use. Learn each feature before you pay for it.
Free Starter stays at $0. Solo Sales is $19, Growth Team is $49, Pro Agency is $99, billed monthly in US dollars. Messages, minutes, and AI tokens are prepaid from a wallet.
app.pipecove.com · Harbor desk
Open deals
18
Pipeline
$721k
Win rate
32%
New
Brightfold
Inbound · today
$48,000
Miller inquiry
Website form
$14,800
Appointment
14 Harbor Street
Thu · 2:00 pm
$640,000
Proposal
Northline lease
Sent yesterday
$18,400
The product
Read the feature before you subscribe to it.
Every module below is in the workspace. Open the page for how it works, which plan includes it, and what it will not do.
- WorkspaceDashboardSee pipeline value, new leads, open deals, and what the team did today. The Pipecove dashboard is on every plan, including Free Starter.
- CRMContactsStore people and companies with tags, owners, notes, and a full activity timeline. Import CSV. Add custom fields from Solo Sales up.
- PipelinePipelineBuild pipelines, drag deals between stages, and track value, probability, owner, and close date. One pipeline on Free, unlimited on Growth Team.
- InboxConversationsConnect IMAP/SMTP, send SMS from workspace numbers, and on Growth Team add WhatsApp, Messenger, and Instagram. Threads stay on the contact.
- PhoneCallingCall from the contact record and receive inbound voice. Buy and assign local or mobile numbers. Minutes and number rental bill from the wallet on Solo Sales and up.
- AutomationAutomationsRun email, SMS, assignment, tags, and stage changes when a lead is created, tagged, assigned, or moved. One workflow on Free, unlimited on Pro Agency.
- SchedulingCalendarKeep meetings and follow-ups on a team calendar. Let leads book a slot. Appointments can enroll a contact into a workflow. On Solo Sales and up.
- Pro AgencyAI Sales ManagerPro Agency can let AI reply from workspace instructions across SMS, email, WhatsApp, Messenger, and Instagram. Token use bills from the wallet. A human send pauses it.
- Pro AgencySocial plannerOn Pro Agency, schedule and publish posts, work comments, and read analytics for Facebook, Instagram, and LinkedIn from the same workspace as the pipeline.
- CRMDocumentsUpload PDFs, place text and signatures, lock a finished file, and share a link to view or sign. Documents are included on Growth Team and Pro Agency.
- CRMLead formsBuild a public form from contact fields, share a link, or embed it. Submissions create contacts, can apply tags and an owner, and can start a workflow. Growth Team and up.
- Pro AgencyMeta adsPro Agency includes a Meta Ads dashboard, lead ads, and custom-audience sync, plus an AI advisor that drafts campaigns. Ad spend is paid to Meta, not from the Pipecove plan.
- DataCustom objectsModel extra records — properties, subscriptions, projects — with their own fields. Custom objects are included on Growth Team and Pro Agency.
- AccessTeam & APIInvite agents on Growth Team and Pro Agency, lock features per person, and require an authenticator code. Create contacts from other tools with an API key on Solo Sales and up.
- BillingUsage walletPrepay SMS, voice minutes, platform email, and AI tokens. Optional auto-recharge. The wallet is on every plan and is separate from the monthly subscription.
A day on the desk
From the form to the follow-up, without a second login.
08:14
01
A lead lands
A form or an API call creates the contact with source, owner, and tags. The dashboard count moves.
08:15
02
A workflow answers
Because the lead was tagged Inbound, Pipecove sends the first-reply template and leaves the stage at New.
11:02
03
They book themselves
The public booking link offers the hours you published. Thursday at 2:00 lands on the team calendar.
14:06
04
The deal moves
Appointment becomes Proposal. Value and close date stay on the card. Pipeline value updates.
16:40
05
The reply stays on the record
An email, a text, a call, or a social DM confirms the visit. The thread sits on one timeline.
Who it is for
Pick the desk that matches the work.
Real estate
Listings, appointments, and the follow-up after the open home.
An agent loses the deal in the gap between the enquiry and the second message. Pipecove keeps the person, the appointment, and the file on one desk.
Home services
The estimate, the booking, and the text that gets you in the door.
Home services live on the phone. The CRM has to book the slot, text the reminder, and show the owner which jobs are still estimates.
Agencies
Several books of business, one place that remembers.
An agency does not have one pipeline. It has a pipeline per offer, a record per project, and a client who writes to you on whichever app they opened last.
Consultants
A solo practice that still needs a real pipeline.
You do not need a fifteen-seat platform to stop losing proposals in your inbox. You need one record per client and a next step that is written down.
Plans
Four prices. The caps are on the page.
Free Starter
$0/ mo
Solopreneurs testing the waters, or anyone who wants to see the desk before they commit.
View Free StarterSolo Sales
$19/ mo
Independent agents, freelancers, and consultants who run their own pipeline.
View Solo SalesGrowth Team
$49/ mo
Real estate teams, home services, and small agencies running phone and SMS campaigns.
View Growth TeamPro Agency
$99/ mo
Established brokerages, multi-project agencies, and power users who need custom data.
View Pro Agency