Pipeline
CRM for small agencies with an AI assistant
- Service
- CRMs & Tools
- Status
- Working prototype
- Stack
- Next.js, Postgres, Claude, Vercel
Working prototype · try it
Open pipeline
$61.5k
Won this month
$21k
Win rate
14%
Follow-ups due
4
Lead 2$25k
NorthwindAK
Booking app
$18k1d in stage
HotUmbrellaSR
3D product page
$7k3d in stage
Qualified 2$21.5k
GlobexJM
Support agent
$12k2d in stage
Call bookedStark RetailAK
Order dashboard
$9.5k5d in stage
Proposal 2$15k
InitechSR
Internal tools
$9k4d in stage
Follow-up dueSoylentJM
Crypto alerts
$6k6d in stage
Won 1$21k
HooliAK
CRM rebuild
$21kclosed
SignedSmall agencies and service businesses track leads across email, spreadsheets and chat. Follow-ups slip, nobody knows the real pipeline value, and good deals go cold.
A focused CRM built around the pipeline: every lead lands in one board, the AI assistant reads each deal's history and suggests the next step, and drafts the follow-up so nothing waits.
What it does.
Visual pipeline
Drag deals between Lead, Qualified, Proposal and Won. Totals and win rate update live.
AI next steps
For every deal, the assistant suggests what to do next based on its stage and history.
Drafted follow-ups
One click writes a follow-up email in your tone, ready to review and send.
Leads from anywhere
Website forms, email and chat create deals automatically, with no copy-paste.
Reminders that matter
Deals that sit too long in a stage are flagged before they go cold.
Clear numbers
Open pipeline, won this month, win rate and follow-ups due, always on screen.
From first message to won deal.
- 1
A lead comes in
From the website, an email or a chat. Pipeline creates the deal with contact and context attached.
- 2
The AI reads it
It summarises the request, estimates the value and suggests who should own it.
- 3
You work the board
Drag deals through the stages. Each move is logged in the activity feed.
- 4
Follow-ups write themselves
The assistant drafts the next email or call note; you approve before anything is sent.
- 5
Won, then onboarded
Closing a deal sends the kick-off invite and checklist, and the numbers update.
Built like a real product.
- Front end
- Next.js app, fast on desktop and phone
- Data
- Postgres with row-level security per workspace
- AI
- Claude for summaries, next steps and drafts, with a human approving every send
- Integrations
- Gmail / Outlook, website forms, Slack alerts
- Hosting
- Vercel, with daily database backups
Like what you tried?
Pipeline is a working studio prototype. We can build one shaped around your business.