01 · Drafts
Email replies in your voice.
Highlight a thread, click 'Reply with Iris' — she reads the conversation, the contact's deal stage, and your past tone, then writes a reply you can send as-is. Not a template. Not a generic AI cadence. Yours.
A CRM, not a database
We are the mainline that turns scattered messages into a real pipeline.
The pipeline
that runs itself.
PipelineIQ is the modern CRM for sales teams that want their pipeline run, not just stored. Drip campaigns, phone, calendar, contracts, and an AI assistant that learns your business — every part of the funnel in one place.
Iris reading your pipeline. Ask which deals will close, draft outreach in your voice, schedule the call — from one panel beside whatever you're working on.
Trusted by teams in
- Real Estate
- SaaS
- Construction
- Manufacturing
- Professional Services
The thesis
Most CRMs are filing cabinets.
Your team needs a pipeline.
Every legacy CRM was built to storedata — contacts, deals, notes, fields. The work of advancing the pipeline still falls on the rep: writing the follow-up, scheduling the call, drafting the proposal, remembering who hasn't replied. That made sense in 2010. It doesn't make sense now.
PipelineIQ inverts the model. The CRM does the work. It writes the email in your voice. It schedules the meeting on your calendar. It drafts the quote and emails the customer. It tells you which deals are slipping and what to do about each one. Your team stays on the conversations that close — and the rest is handled.
8 mins
Average setup time
25k+
Contacts under management
100%
Of pipeline data, in one app
$0
For the first 14 days
vs the alternatives
One platform,
in the box.
The other CRMs ship a database and let you assemble the pipeline yourself — third-party drip tool, third-party phone, third-party AI add-on, third-party review engine. PipelineIQ ships the whole thing — at $75/seat at scale.
Built inon every planIncludedon competitor's base planPaid add-onextra cost or higher tierNot offered
| Capability | Best in class PipelineIQ All built in | HubSpot Tier games | Salesforce Add-on tax | NetSuite ERP-first | Pipedrive Database only | Copper Database only | |
|---|---|---|---|---|---|---|---|
Starting price (per seat / mo) | from $75/seat | from $100/seat | from $165/seat | from $129/seat* | from $59/seat | from $29/seat | |
AI assistant in your voice | Built in | Paid add-on | Einstein, paid add-on | SuiteAI, paid add-on | Not offered | Not offered | |
Multi-step drip campaigns | Built in | Marketing tier+ | Marketing Cloud | SuiteMarketing add-on | Add-on | Sequences, Pro+ | |
Phone & SMS · screen pop | Quo + Twilio · included | Sales Hub Pro+ | Sales Cloud Voice | 3rd-party only | Caller add-on | 3rd-party only | |
Quotes · invoices · contracts | Built in | CPQ · Enterprise tier | CPQ · paid add-on | Native (ERP) | Not offered | Not offered | |
Reviews engine | Built in | Not offered | Not offered | Not offered | Not offered | Not offered | |
Industry-aware terminology | Pick on signup | Generic only | Custom build | Industry editions | Generic only | Generic only |
Pricing reflects each vendor's entry tier with comparable sales-team functionality (CRM + email + reporting). Cheaper tiers exist on most platforms but typically lock out core features. *NetSuite also requires a base platform license starting at $999/mo on top of per-seat pricing. Score counts capabilities marked “Built in” or “Included” on the base plan — add-ons, higher tiers, and 3rd-party integrations don't count.
From a customer
“PipelineIQ replaced our CRM, our drip tool, our phone-tracking sheet, and the spreadsheet I used to flag stalled deals. Iris drafts every follow-up. We close more — with one fewer tool.”
— Sales lead, mid-market distributor
In the product
Built so the rep
stops being the bottleneck.
Three views you'll live in. The same engine — contacts, email, AI — under all of them.
01
Smart contacts
Every contact carries a health score, last-touch timestamp, owner, source, and tag set. Stack filters — 'lead, gone quiet 30+ days, in California' — without writing a query. The same engine powers Iris's natural-language search, so you can ask in English instead.
02
Unified inbox
Sent, received, replied — every thread on every contact, in one timeline. Sync your Gmail inbox in, send from inside the deal, and let Iris summarize the chain before you respond. No more Cmd-Tab between Gmail, the CRM, and your notes.
03
Pipeline kanban
Drag-and-drop stages your team actually uses. Industry-aware terminology means a real-estate brokerage sees Listings while a SaaS team sees Deals — same product, different mental model, no jargon clash. Weighted forecasts and won/lost reasons baked in.
Meet Iris
Eight behaviors.
One assistant.
Most “AI assistants” inside CRMs are a sidebar with a prompt box. Iris is the opposite. She has full context on your customers, your deals, your voice — and quietly does the work alongside you.
02 · Memory
Long-term business memory.
Iris auto-learns from your sent emails and won deals — your ICP, your products, your signoff style, the vocabulary your team uses. You approve what gets stored. She forgets what you reject.
03 · Brief Me
Pre-meeting briefs in seconds.
Open any contact, click 'Brief Me.' Iris pulls the last three emails, deal status, open quotes, and recent notes, then writes a five-bullet pre-call summary. The prep that used to happen ten minutes before the call now happens in two.
04 · Rewrite
Rewrite anywhere in the CRM.
Highlight any text and a floating menu offers eleven actions — polish, shorten, expand, change tone, fix grammar, translate. Works in any field, any thread, any quote. No copy-paste to another tab.
05 · Summarize
Thread and call summaries.
Forty-message thread? Three bullets. Twenty-minute call? Five bullets and the action items. Saved to the contact timeline so the team is up to speed without anyone forwarding anything.
06 · Voice capture
Contacts by voice, in the field.
Trade show, dinner, parking lot. Tap the mic, talk for thirty seconds. Iris creates the contact, captures the details, and schedules a follow-up before you've put your phone away.
07 · Inbox
Reply with Iris, inside Gmail.
Iris also lives in your Gmail right rail. One click drafts a contextual reply using your CRM data and inserts it directly into Gmail's reply window. Your inbox doesn't have to know it's been augmented.
08 · Workflows
Plain English. Real work done.
'Show me stale leads with no follow-up in 30 days.' 'Draft a re-engagement email to customers who haven't ordered in 90 days.' 'Summarize this thread for my CFO.' Ask in English; Iris does it against your live data.
For one-operator businesses
Solo plan.
$34/mo, single location.
We are the mainline that generates better reviews.
The legacy CRMs price for a fifty-seat sales team. The Solo plan is sized for the operator who is the team — restaurant owner, salon stylist, plumber, food-truck operator. Same platform, same Iris, same review engine. One user, single location.
Built for
- Restaurants
Toast, Square, Resy webhooks. Auto-fire reviews after every check close.
- Salons & Spas
Square Appointments + booking reminders. Post-visit review requests on autopilot.
- Trades
Plumbers, electricians, HVAC, contractors. Estimate → invoice → review in one flow.
- Retail & Boutique
Single-location shops on Square. Customer book + win-back drips for lapsed regulars.
What's in the box
- 1 user · single location · 500 contacts
- Reviews engine — Google, Yelp, Facebook + private feedback
- Iris AI drafts every message in your business voice
- Quotes, invoices, and online payments built in
- Toast, Square, Resy, and Twilio webhooks
- Phone screen pop, SMS outreach, drip campaigns
Pricing
One platform.
Plans for the way you sell.
Every seat gets the full PipelineIQ — pipeline, drip campaigns, calls, calendar, quotes, and Iris. The more agents you add, the less you pay per seat. No tier games, no feature paywalls.
Solo
$34/ mo
1 user · single location
For restaurants, salons, contractors, food trucks — single-operator businesses that don't have a 'sales team' yet but still need to run customer relationships.
- 500 contacts · 3 active campaigns
- Reviews engine + Iris AI drafts
- Quotes, invoices & online payments
- SMS + email outreach
- Toast / Square / Resy webhooks
- Phone screen pop on calls
- 14-day free trial
See all included →Show less ←
- Industry presets — Restaurant, Trades, Salon, Retail
- Customer book + visit tracking + lapsed detection
- Welcome, win-back, and birthday/anniversary drips
- Email tracking + unified inbox
- Document storage + tracking
- Light + dark themes
- Mobile PWA — install on iPhone or Android
- Activity log + audit trail
- Cancel anytime, no contracts
Starter
$100/ seat / mo
2–19 seats
Founders and small teams ramping a real pipeline for the first time.
- Full CRM + Iris AI writing
- Email with tracking & sent folder
- Pipeline & deal management
- Quotes, invoices & payments
- Document tracking & notifications
- Team chat & @mentions
- 14-day free trial
- Save $15/seat with annual billing → $85/seat
See all included →Show less ←
- Iris Brain — long-term business memory, approval-gated
- Iris Rewrite Anywhere — 11 actions on any field
- Industry presets — Real Estate, SaaS, Construction, Mfg, Pro Services
- Health scoring 0–100 on every contact and deal
- Auto deal post-mortem when a deal closes
- Multi-step drip campaigns + welcome series
- Phone & SMS — Quo (OpenPhone) or Twilio with screen pop
- Calendar + Google Meet auto-create
- Reviews engine — Google / Yelp / Facebook + private feedback
- Gmail + Outlook integration
- Daily morning digest, per rep
- Push notifications + browser alerts
- Light + dark themes
Growth · most popular
$85/ seat / mo
20–59 seats
Mid-size teams growing the pipeline. 15% savings per seat versus Starter.
- Everything in Starter
- 15% savings per seat
- Bulk operations & mass email
- Team activity dashboard
- Role-based access controls
- Advanced analytics
- 14-day free trial
- Save $15/seat with annual billing → $70/seat
See all included →Show less ←
- Multi-rep workflows + per-rep filtering
- Per-agent line assignment for phone routing
- Email approval queue for outbound campaigns
- Stage automation + weighted forecasts
- Custom report builder
- Webhook builder for integrations not in the catalog
- Higgsfield AI image generation for social posts
- Reel composer — animate stills, render finished MP4 with music
- Social Media Library + media asset management
- A/B testing on drip campaigns
- Goal tracking per rep + per business unit
- Custom fields on every object
Scale
$75/ seat / mo
60+ seats
Larger sales orgs running multiple BUs and deeper rep specialization.
- Everything in Growth
- 25% savings per seat
- API access
- Priority support
- Custom integrations
- Dedicated onboarding
- 14-day free trial
- Save $15/seat with annual billing → $60/seat
See all included →Show less ←
- Multi-Business-Unit — partition CRM by brand or region
- SSO (SAML 2.0) + SCIM provisioning
- Configurable data residency
- 99.9% uptime SLA
- Dedicated Customer Success Manager
- Custom team training + admin certification
- Quarterly account audit + roadmap review
- Premium phone support — direct line
- Priority on feature requests
- White-label customer portal options
14-day free trial on every plan · No credit card · Cancel anytime
Billing
Estimate your seats
3
seats
11959100
Starter2–19 seats · for 1 seat see Solo at $34/mo flat
$100/ seat / mo
$300/mo
$3,600/yr
Add-ons
Marketing,
when you want it.
Bolt on social-media tooling for individual reps, or a standalone hub for your marketing team. Both are optional — neither is required to use the CRM.
Agent Marketing Suite
$50/ seat / mo
Add to any CRM plan
Each agent gets their own social workspace — connect personal accounts, AI content creator, Canva design, schedule across all platforms. Build the personal brand while you sell.
- Personal social accounts (IG, FB, LinkedIn, X, TikTok, YouTube)
- AI content creator + Canva design
- Cross-platform scheduling
- Per-agent analytics
Company Marketing Hub
$250/ mo flat
Up to 3 users · No CRM seats required
Centralized social-media management for your brand. Admin plus two marketing team members. Publish company content with AI, Canva, scheduling, and analytics — no CRM access required.
- Brand-level social management
- AI content + Canva built in
- Cross-platform scheduling
- Brand analytics + reporting
Every plan includes
The full platform.
No feature paywalls.
We don't lock the AI behind a higher tier or hide phone integration in an enterprise SKU. Pick a plan based on team size — every seat, on every plan, gets every surface PipelineIQ ships.
- Iris AI assistant
- Drip campaign automation
- Phone & SMS (Quo, Twilio)
- Team calendar & Google Meet
- Quotes, invoices, contracts
- Industry-aware terminology
- CSV / XLSX / JSON import
- Customer portal
Principles
Four things
we won't compromise.
01
AI-native, not AI-bolted.
Iris isn't a side panel selling tokens. She's the primary interface. Every text field has rewrite. Every email has draft. Every contact has brief. The product was designed around the assistant — not the other way around.
02
Designed for a real operator's day.
Voice capture at trade shows. Screen pop on every incoming call with the contact's deal stage already loaded. A single Quotes & Orders view that doesn't make you flip between modules. Built around the work, not the data model.
03
Multi-business-unit by default.
Run two brands? Three? Each with its own pipeline, sender, signature, and reporting? PipelineIQ handles it from the start — not as an enterprise upgrade, not as a paid tier, not as a workaround.
04
No vapor.
Every feature on the website ships in the product today. We don't sell roadmaps. If it's on the site, it works in the product right now.
Why this exists
SB
Sean Bejarano
Founder
Sean runs Hydro Supply & Co., a national distributor for commercial cannabis cultivation lighting, racks, and infrastructure. Real product. Real customers. Real shipping schedules.
For three years he tried every CRM on the market — Salesforce, HubSpot, Monday, Pipedrive, Close. Every one of them got in the way. Slow. Bloated. Built for a generic “salesperson” who doesn't exist. So in 2026 he started building. Not for venture funding. Not for an exit. For himself, his sales team, and his customers. Six months later other operators started asking if they could buy it.
“Every legacy CRM is a filing cabinet. We needed a teammate. So we built one.”
Start your trial
A 14-day trial,
not a 60-minute demo.
No call, no salesperson, no implementation fee. Sign up, pick your industry, and PipelineIQ scaffolds your CRM in under 10 minutes. If it doesn't fit, walk away — you keep your data either way.
14 days
Free trial
Not needed
Credit card
< 10 min
Self-serve setup
Yes
Cancel anytime