Features

One overview of the business at /command — what needs attention today, and what to do next.

• Run the Business: Pipeline, cash, and open work in one business overview.
• Deal won: An action plan starts as soon as a deal is won, so the follow-through is ready.
• Approvals + activity: Approve what is waiting and see what happened in the activity timeline.
• Cmd+K: Jump to customers, deals, and pages from the keyboard.

AI help on support work — you stay in control of every change. Included with paid plans and the 14-day trial.

• Ticket suggestions: AI suggestions on support tickets you can apply, reject, or undo.
• AI chat (/ai): Summarise tickets, close resolved ones, draft replies, and triage the queue.

See what the pipeline means for cash, and decide what is waiting in one place.

• Cash forecast (/cash): Expected cash next to the pipeline. Part of paid Finance.
• Decision Inbox (/inbox): Money approvals, supplier issues, and open tickets in one place.

Tickets that know the customer, the supplier, and the order behind them — so support and finance stay in step.

• Linked records: Tickets link to customers, suppliers, and purchase orders.
• Money actions: Money actions from a ticket go through approval first.
• Support categories: Sort and route tickets by category.
• Closed Won checklist: A handoff checklist when a deal is closed won.

Send from Wallet and manage payment cards in Finance. Money movement stays on partner rails — PipelineIQ is not a bank.

• Wallet send: Move funds when Stripe Connect and balances allow.
• Payment cards: Card tooling next to Wallet and Transactions in the Finance sidebar.
• Empty-start: Wallet starts empty — you add your own activity. No demo shell content.

Request quotes, compare suppliers, and onboard vendors without leaving the workspace.

• Quotes / compare: Collect and compare supplier quotes in one place.
• Supplier onboard: Bring vendors into the flow with clear next steps.

When a deal flips to Won, Workflows can start the follow-on work — handoffs, tasks, and next steps next to the pipeline.

• Deal Won: Trigger workspace follow-through as soon as the deal closes.
• Clarity then action: Keep CRM and ops in one product so nothing drops after the win.

Straightforward product plans: Business and Personal seats at the same price, plus Gig and Creator one-time unlocks.

• Plans (EUR, excl. VAT): Solo €15 / month · Team €39 / seat / month · Business €59 / seat / month. Annual plans: 2 months free. Every new workspace tries Business free for 14 days, no card required.
• Personal: also for B2C: sole traders, tutors, coaches, freelancers and small shops selling to consumers or businesses.
• Gig: $5 one-time unlock.
• Creator: $12 one-time unlock.

Live Stripe Finance in Business and Personal workspaces — Available / Pending, empty-start invoices, Accounting Excel / CSV + AI review.

Finance sidebar

• Overview
• Business Account · Live Available / Pending
• Invoices
• Payments
• Expenses
• Accounting
• Reports
• Wallet
• Transactions
• AI Assistant

• Empty-start: Wallet, Expenses, Payments, and Invoices start empty — you add your own data. No demo shell content.
• Accounting: Excel / CSV import with AI review before you accept rows into the ledger.
• Business Account: Live Stripe Available and Pending when keys and Connect allow. Partner rails only — PipelineIQ is not a bank.

Product notes on the Blog, and open roles on Jobs — including a cofounder application and traditional company roles across US/Americas and Europe.

• Blog: Honest product updates (Finance, Wallet, Workflows) without overclaim.
• Jobs: Cofounder, Finance, HR/People, CRM, Operations, Sales, Customer Success, Marketing — apply to hello@pipelineiq.eu.