Solutions
Same desk. Different books of business.
The plans were written for these teams. Read the one that sounds like yours, then check the feature pages for the parts you will actually turn on.
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.
Read the guideHome 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.
Read the guideAgencies
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.
Read the guideConsultants
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.
Read the guide