Iris reading your pipeline. Ask which deals will close, draft outreach in your voice, schedule the call — from one panel beside whatever you're working on.
PipelineIQ is the modern CRM for sales teams that want their pipeline run, not just stored. Drip campaigns, phone, calendar, contracts, and an AI assistant that learns your business — every part of the funnel in one place.
Iris reading your pipeline. Ask which deals will close, draft outreach in your voice, schedule the call — from one panel beside whatever you're working on.
Built for the way you actually work
Pick your industry on signup — terminology, dropdowns, and sample stages adapt to your team. New verticals: Restaurants · Car dealers · Local business
Every legacy CRM was built to store data — contacts, deals, notes, fields. The work of advancing the pipeline still falls on the rep: writing the follow-up, scheduling the call, drafting the proposal, remembering who hasn't replied. That made sense in 2010. It doesn't make sense now.
PipelineIQ inverts the model. The CRM does the work. It writes the email in your voice. It schedules the meeting on your calendar. It drafts the quote and emails the customer. It tells you which deals are slipping and what to do about each one. Your team stays on the conversations that close — and the rest is handled.
Add up what HubSpot, Salesforce, NetSuite, or Pipedrive actually cost a 10-person sales team — once you've added the AI module, the dialer, the marketing tier, the document tool, the review tool. Then compare to PipelineIQ, where every line below is included.
|
PipelineIQ
from $75/seat
|
HubSpot
from $100/seat
|
Salesforce
from $165/seat
|
NetSuite
from $129/seat*
|
Pipedrive
from $59/seat
|
|
|---|---|---|---|---|---|
| AI assistant in your voice | Included | +$45/mo add-on | Einstein +$75/seat | SuiteAI add-on | — |
| Multi-step drip campaigns | Included | Marketing Hub ($800/mo+) | Marketing Cloud add-on | SuiteMarketing add-on | Campaigns add-on |
| Phone & SMS · screen pop | Quo + Twilio, included | Sales Hub Pro+ | Sales Cloud Voice $50/seat | 3rd-party only | Caller add-on |
| Email sending & tracking | Included | Pro tier ($100+) | Add-on required | SuiteMarketing | Included |
| Quotes, invoices, contracts | Included | CPQ, Enterprise tier | CPQ +$75/seat | Native (ERP) | Smart Docs add-on |
| Online payments (CC + ACH) | Included | Stripe add-on | AppExchange ($) | Native | — |
| Reviews engine (Google · Yelp · FB) | Included | — | — | — | — |
| Document tracking | Included | Documents tool ($) | — | SuiteFiles | Smart Docs ($) |
| Industry-aware terminology | Pick on signup | Generic only | Custom build | SuiteIndustry verticals | Generic only |
| Team chat & @mentions | Included | Use Slack | Chatter (basic) | — | Limited |
| Light + dark themes | Both ship | Light only | Light only | Light only | Light only |
| Setup time | < 10 minutes | 1–2 weeks | 1–6 months | 3–9 months | 1–3 days |
| True cost · 10 seats, everything on | $850/mo | $1,800+/mo | $2,400+/mo | $2,200+/mo | $990+/mo |
Pricing reflects publicly listed plans + add-ons as of May 2026. *NetSuite is quote-based; figure shown is a typical mid-market starting price. Real costs vary by tier, seats, and modules — reach out if you spot something stale.
"PipelineIQ replaced our CRM, our drip tool, our phone-tracking sheet, and the spreadsheet I used to flag stalled deals. Iris drafts every follow-up. We close more — with one fewer tool."
— Sales lead, mid-market distributor
Every contact carries a health score, last-touch timestamp, owner, source, and tag set. Stack filters — "lead, gone quiet 30+ days, in California" — without writing a query. The same engine powers Iris when she asks who needs attention.
Sent, received, replied — every thread on every contact, in one timeline. Sync your Gmail inbox in, send from inside the deal, and let Iris summarize the chain before you respond.
No call, no salesperson, no implementation fee. Sign up, pick your industry, and PipelineIQ scaffolds your CRM in under 10 minutes. If it doesn't fit, walk away — you keep your data either way.
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