Use Cases
- Sales pipeline tracking
- On-site proposal and contract creation
- Territory management with map views
- Deal forecasting and reporting
Pricing
Starting at
$29/mo
Transparency
Pricing published
Pipeline CRM
Sales CRM combining pipeline management, map views, instant proposal generation, and e-sign for field sales teams
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Standard |
| Marketing Automation | Yes | Standard |
| Estimating | Yes | Basic |
| Reporting Dashboard | Yes | Standard |
| Document Storage | Yes | Basic |
Strengths
- Simple setup for small construction companies
- Map view for territory/route planning
- Built-in e-sign and instant docs
- Affordable entry pricing
Best Fit
Typical clientssmall crews up to mid-size shops (21–100)
Platform weightMid-weight — full-featured without enterprise overhead
Cost signalFrom $29/mo published
Small teamsMid-size