Skip to main content
Full Stack HVAC Full Stack HVAC

Pipeline CRM

by Pipeline Software Inc.

Sales CRM built for contractors and service businesses

Pipeline CRM - by Pipeline Software Inc. - CRM Platforms software - logo 4.6 - Fair
Per User · $25/mo Free Trial Mobile App 39 Features 35 Integrations
Visit website → Buy from Pipeline Software Inc.

Media

About This Product

Sales-focused CRM with industry-specific templates for HVAC and plumbing contractors. Pipeline visualization, deal tracking, email integration, and daily agenda features designed to keep sales teams organized and accountable.

FSH Score Breakdown

Ease of Use
5.5
Features
0.0
Support
6.0
Value
7.5
Integrations
6.8
AI Capabilities
1.5

Customer Reviews

Features

39 features confirmed across 14categories· Showing confirmed capabilities only

Platform & Customization9features

Kanban ViewKanban viewSingle Sign-OnSSODocument ManagementThird-Party IntegrationData ImportFree data migrationCustom FieldsAdaptive Conditional FieldsAudit TrailTeam managementCustom TemplatesTask Templates
Show 1 more
Role-Based Access ControlAdmin dashboard with per-user access controls

CRM & Sales5features

CRMEmail ValidationContract ManagementContract managementLead ManagementLead FormsMarketing ToolsAutomated email marketingSales AutomationSales automation

Scheduling & Dispatch4features

DispatchingMap ViewsWork OrdersTasks and calendarsEmail & Calendar SyncEmail syncProject ManagementTasks and calendars

Reporting & Analytics3features

ReportingReportingAnalyticsGoal DashboardReporting ForecastingSales forecasting

Technician Management3features

Commission TrackingOnboardingApplicant Tracking SystemEmployee directory

AI & Automation3features

AI Email AssistantAI email assistantAutomation RulesAutomationsAI TranscriptionTalk-to-text records

Fleet & GPS Management2features

GPS TrackingNearby geolocation featureGIS RoutingRoute planning

Customer Communication2features

NotificationsOne-click activity notesEmail IntegrationEmail tools

Mobile & Field Tools2features

Digital SignatureseSignDigital FormsOne-click activity notes

Equipment & Asset Management2features

Equipment TrackingData EnrichmentAHRI SearchUniversal Search

Invoicing & Payments1feature

Multi-Currency SupportMulti-currency support

Inventory Management1feature

Barcode ScanningMobile business card scanner

Accounting Integration1feature

Accounting Integration

Training & Education1feature

Mobile-Friendly LearningMobile App

Integrations 35 across 8 categories

Marketing 11
ActiveCampaign
ActiveDEMAND

ActiveDEMAND

Apollo.io
CallRail

CallRail

Clearbit
Customer.io
FullContact
FunnelFlare
LinkPipeline
UpLead
ZoomInfo
Productivity 10
123FormBuilder
Asana
Elementor Forms
Formstack
Google Sheets

Google Sheets

Gravity Forms
Microsoft Excel

Excel

Ninja Forms
Trello
Visocket
Communication 5
Aircall
Dialpad
JustCall
Kixie
RingCentral
Data & Automation 4
Integrately
Pabbly Connect
Skyvia
Zapier

Zapier

CRM 2
Help Scout
UserLike
Accounting 1
QuickBooks Online

QuickBooks

Payment Processing 1
PayCove
Field Service 1
PaintScout

Pricing

Model
Per User
Starting at
$25/mo
Notes
$25/user/mo Start, $33/user/mo Develop, $49/user/mo Grow. Published pricing with annual discount.

Related Products 10 across 1 category