Everything Pipevale does
No “coming soon” on this page. If it is listed here, it works today.
Records and data
- Contacts, companies and deals, plus folders you define yourself
- Custom fields: text, number, currency, date, select, email, phone, URL
- Computed fields: formulas and rollups across linked records
- Relations between records — see every deal of one client in one place
- Filters, saved views and full-text search
- Duplicate detection by phone and email, with merge
- CSV and XLSX import with presets for common CRMs
- Export any folder to CSV or XLSX at any time
Sales
- Multiple pipelines for different products or segments
- Kanban board with drag-and-drop between stages
- Stage probabilities and a weighted revenue forecast
- Products catalogue and line items with totals on a deal
- Tasks with priority, type, deadlines and dependencies
- Smart lists: due today, tomorrow, overdue
- Goals per person and per team, with progress
Automation
- Visual builder on a canvas — no code
- Triggers: record created or updated, stage changed, field changed, webhook received
- Conditions, if/else branching and delays
- Actions: create task, set stage, assign owner, add comment, call an API, send a webhook, update a linked record, generate a PDF
- Round-robin lead distribution
- Web forms that turn website enquiries into records with an owner
Reports
- Custom dashboard built from widgets
- Funnel by number of deals and by value
- Conversion between every pair of stages
- Revenue by period and forecast
- Lead sources and performance per manager
- Pipeline velocity — how long deals sit at each stage
- Saved reports: configure once, open every Monday
Documents
- Invoices and acts with your own numbering sequence
- Templates that pull the client’s details from the record — no copy-paste
- Company logo and signature stamp on printed documents
- Print or save as PDF, attached to the deal so the whole team can find it
AI (with your own key)
- Summary of a record from its fields and notes
- Chat with a record: ask questions about a contact or deal
- Suggested next step, turned into a task in one click
- Tag suggestions from context
- Email assistant: draft, rewrite, shorten
- Contact extraction from a signature or business card
- Lead scoring and insights in reports
- Natural-language record search
- Your own Anthropic or OpenAI key — we never train on your data
Team and access
- Four built-in roles plus custom roles with your own permission set
- Visibility scope: all records, own only, or the team’s
- Field- and folder-level permissions
- Two-factor authentication and recovery codes
- Audit log of every create, change and delete, with author and time
Platform
- Public REST API with scoped keys
- Outgoing webhooks
- Email sending from your own Gmail or SMTP
- Data hosted in the EU, encrypted, with daily backups
See it with your own data
Import a CSV and the pipeline fills in minutes. Nothing to install.
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