Pipeline.so for projects.

and file sharing to invoicing and beyond.

Organization from the get-go.

Pipeline.so has built in project management capabilities that take center stage from the moment you sign up. In fact, we use these very features to help you get up and running with your brand new CRM.

Ask us about our onboarding process

Organize your world. Streamline your

Dashboards that work like you do.

Unlock the power to create dashboards and branded client portals that feature rich content, interactive charts, insightful metrics and much more.

Ask us about our onboarding process

A Project Manager’s dream.

Keep everything in order, all in one place. Time tracing. Files. Discussions. However you like to organize your projects, you have all the templates, tags, and reminder functions you need.

Ask us about our onboarding process

Keep track of time.

Time is money—see how much you can earn. Benefit from top time-tracking capabilities to streamline client billing and keep your global team performing.

Time to track

All part of the Pipeline.so ecosystem.

Our projects capabilities are all integrated into Pipeline.so’s overall CRM,
maximizing your ability to get things done without losing track of any information.
Scroll to Top