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Visual pipeline boards, automated deal routing, and email sequences—all natively connected to your dialer and AI coach. No more tab-switching.

Pipeline gives your reps the tools they need without the bloat they hate.
Drag-and-drop Kanban boards give reps instant clarity. See every deal stage, value, and next step at a glance.
Rules-based routing assigns leads to the right rep based on territory, skill, or round-robin—no manual handoffs.
Create multi-step email sequences right inside Pipeline. Track opens, clicks, and replies without switching tools.
Slice your pipeline by close date, deal size, source, owner, or custom fields. Build views that match how your team sells.
Contacts, deals, and activities sync bidirectionally with your inbox, calendar, and the Switchboard dialer—automatically.
Pipeline connects natively with the tools your team already uses.
Gmail
Outlook
Google Calendar
Calendar
Outlook Calendar
Calendar
Slack
Communication
Zoom
Video
Stripe
Payments
QuickBooks
Accounting
Zapier
Automation
HubSpot (import)
Migration
Salesforce (export)
Migration
Switchboard Dialer
Calling
See why teams switch from Pipedrive and Close CRM to Pipeline.
| Feature | Pipeline | Pipedrive | Close CRM |
|---|---|---|---|
| Visual Pipeline Board | |||
| Built-in Power Dialer | |||
| Email Sequences | |||
| Automated Deal Routing | |||
| AI Coaching Integration | |||
| Lead Generation Module | |||
| Two-Way Email Sync | |||
| Advanced Segmentation | |||
| Free Tier Available | |||
| Unified Platform (CRM + Dialer + AI) |
Faster deal velocity
More pipeline visibility
Data-entry tasks
To full setup
Start with Pipeline for free. No credit card required. Upgrade when your team is ready to scale.