CRM
Pipetidy
Run the whole show. Stay tidy.
A lightweight CRM for small teams that connects customers, deals, projects, tasks, AI assistance, and invoicing in one workspace.
Overview
A look at pipetidy.com
Pipetidy is a lightweight CRM workspace designed for small teams and owner-led service businesses. It connects seven core business workflows: customer records, conversations, deals, project work, tasks, AI assistance, and invoicing. The platform eliminates the need for multiple disconnected tools by combining customer management, pipeline tracking, project delivery, task management, and invoicing in one tidy place.
Pipetidy includes AI-assisted features such as call summaries, customer service automation, email outreach support, lead generation, lead enrichment, and next-step recommendations. It integrates with email, phone, LinkedIn, and client portals to keep context connected throughout the customer journey from first conversation to paid invoice.
The platform is built for small teams across 18 industry categories including local services, real estate sales, field work, equipment, logistics, and agriculture. It can reduce the need for seven separate tool categories: contact databases, pipeline trackers, task tools, call-note workflows, lead enrichment tools, customer update threads, and basic invoicing systems.
Feature notes
- CRM for customers, companies, opportunities, and history
- Email and phone integration with customer records
- Project management with tasks, dependencies, and deadlines
- AI call summaries and follow-up automation
- LinkedIn profile capture browser extension
- Lead enrichment with AI
- Customer and stakeholder portals
- Invoicing with payment status tracking
- Opportunity pipeline with stages and value tracking
Pricing
Pricing model: Free
$0 for selected early users during early access. Custom feature development support is available to select customers, priced by effort required.
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FAQ
- What is Pipetidy?
- Pipetidy is one simple CRM workspace connecting seven core business workflows: customer records, conversations, deals, project work, tasks, AI assistance, and invoicing.
- Who is Pipetidy built for?
- Pipetidy is built for small teams and owner-led service businesses. Its industry directory currently covers 18 categories across local services, real estate sales, field work, equipment, logistics, and agriculture.
- What business tools can Pipetidy replace?
- Pipetidy can reduce the need for seven separate tool categories: contact databases, pipeline trackers, task tools, call-note workflows, lead enrichment tools, customer update threads, and basic invoicing systems.
- Does Pipetidy include AI features?
- Yes. Pipetidy is designed with six AI-assisted workflows: call summaries, customer service automation, email outreach support, lead generation, lead enrichment, and next-step recommendations.
- How much does Pipetidy cost?
- Pipetidy costs $0 for selected early users during early access. Custom feature development support is available to select customers, with pricing determined by the effort required.
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