Pipeline CRM

Customize deal pipelines and reports with an AI-assisted CRM

Meet Pipeline CRM

Pipeline CRM tracks deals through stages that a sales team defines, with custom fields for the information relevant to its business. Reports and forecasts examine opportunities by stage. Its Copilot, currently in beta, configures pipelines, fields, automations, and reports from plain-English requests.

Copilot operates within the user's existing permissions. Auto mode applies permitted changes, while Strict mode asks first; administrators can enforce Strict mode or restrict deletion. People still review structural changes before relying on them. Native integrations and the Pipeline Connect service bring data from other systems into the team's field structure, including custom connections where needed.

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Product details

Website: pipelinecrm.com
Status: Launched
Category: Sales & CRM
Listed: Oct 10, 2026

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AI B2B CRM Deals Sales pipeline

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