PipelineIQ for local business

The customer book, the quote, the invoice, the review — in one app.

You already have a phone, a Square reader, and a Google Business Profile. What's missing is the layer that remembers every customer, sends the estimate, follows up, collects the payment, and asks for the review — automatically. From $59/mo.

Built for

🔧

Trades

Plumbers, electricians, HVAC, contractors, landscapers

💇

Salons & Spas

Hair, nails, massage, wellness studios

🏪

Retail & Boutique

Single-location shops, online + in-person

📋

Pro Services

Bookkeepers, photographers, coaches, consultants

What it does

The four jobs that fall through the cracks.

01

Capture every lead, never lose one

An embeddable form for your website (or your Instagram bio). Phone calls auto-log via the Quo/Twilio integration. Walk-ins and referrals get added in 10 seconds from your phone. The customer book grows itself.

02

Estimate → invoice → paid

Build the estimate from a contact in 60 seconds — itemized, taxed, signed. Convert to invoice when the customer accepts. Online card or ACH payment. Iris drafts the cover note in your voice. Replaces three apps you were paying for separately.

03

Review requests on autopilot

The moment you mark a job complete or an invoice paid, the customer gets a text with a single review link. Google, Yelp, Facebook — plus a private feedback option. Compliant by default. The 5-star reviews you forget to ask for now show up on their own.

04

Re-engage lapsed customers

Iris flags every customer who hasn't booked, called, or invoiced in 90 days and drafts a tailored win-back text — "Last time we serviced your AC was June. Want me to schedule the fall tune-up?" Set the rule once; runs forever.

05

A phone that knows who's calling

Connect Quo (OpenPhone) or Twilio in two clicks. Incoming calls trigger a screen pop with the customer's full history — last job, open quote, total spent. No more "uh, can you remind me what we did last time?"

06

Birthday + anniversary reminders

Add the date once. The system sends the message on the morning. A free coffee on their birthday, a check-in on the anniversary of their first appointment. The customer remembers because you remembered.

Why $59

Built for one operator. Priced for one operator.

The legacy CRMs charge $100–$165 per seat because they're built for sales teams of fifty. For a one-person operator that math doesn't work. The Solo tier is one user, single location, 500 customers, 3 active campaigns — every other feature in the box. It's the same product the 60-seat shops are running, just sized to fit you.

When you grow into a two-person, three-person team, you graduate to Starter. Same database, same Iris, same review history. No migration, no re-setup. The CRM grows with you.

Pricing

Solo plan — $59/mo, single location.

One operator. 500 customer records. 3 active campaigns. Every feature above included — quotes, invoices, payments, reviews engine, win-back drips, Iris AI drafting, phone integration. Add seats when you grow into Starter at $99/seat.

14-day free trial · No credit card · Cancel anytime