Funnel & forecast
- Stage-to-stage funnel conversion
- Deal velocity (avg days in stage)
- Weighted forecast from stage probabilities
- Rep leaderboard & activity trends
Live AI intelligence for your pipeline
Your pipeline,
Your pipeline,
illuminated in real time.
Pipeline Intelligence puts live AI intelligence on every account—briefings, market signals, and next-step angles grounded in your stages, notes, and corporate goals. Plus pipeline analytics, at-risk scoring, and exportable science digests— not a bolt-on chatbot, but a CRM your reps already use.
Inside the live application
Captured from the live CRM—dashboard, live AI intel, funnel board, analytics, risk register, deal management, calendar, and the all-accounts directory your reps use every day.
Weighted forecast
$25.5M
Activity (7d)
4 -56%
Funnel steps
4
Rep leaderboard
5
Essentials
Funnel conversion · Deal velocity · Rep leaderboard
AI assessment
Portfolio read · Risk-adjusted pipeline · Recommended actions
Reports
Science digest · Weekly email · Executive summary
New in the app
Analytics hub — pipeline science, not just charts
Open Analytics in the CRM for funnel health, weighted forecast, risk-adjusted pipeline, and AI portfolio assessment—then export a weekly science digest.
AI assessment & risk
- Portfolio AI assessment with risk factors & actions
- Risk-adjusted pipeline by band (critical / high / watch)
- Tier-1 intel coverage score (30-day window)
- At-risk register linked from Analytics
Digest & reports
- Analytics science digest — export or print
- Portfolio assessment & executive summary reports
- Scheduled weekly email for workspace admins
- Weekly pipeline pack, rep scorecard, activity log
Every workspace gets the Analytics hub on trial—portfolio assessment uses your intel pool on Growth+ when AI runs.
Live AI intelligence, built for the pipeline
The product is not “AI somewhere in the stack.” It is live intelligence on the deals you are trying to win—refreshed when the market moves and tied to pipeline stage.
Live web-grounded briefings
On Growth and above, AI-powered live search scans the web and returns WHY NOW, PITCH ANGLE, and ENTRY POINT for each account—using your CRM context, not generic prompts.
Signals on monitored accounts
Refresh live signals across the workspace: products, locations, milestones, and a narrative your reps can use on the next call—without leaving Pipeline Intelligence.
Intel quotas that match velocity
From trial (25 shared runs) to Ultra (1,000/month for the whole workspace), every plan is priced around how much live intelligence your team needs—not seat count alone. On team plans, the cap is one pool for everyone, not per rep.
CRM where intelligence is the hero
Pipeline management, collaboration, and security—so live AI intel has a single home on every account.
Live AI pipeline intelligence
The core value: live briefings and signals on prospects in your funnel—grounded in segment, stage, spend, and notes. Upgrade for live web search–backed intel.
Account dossiers
One-click intel on any account; saved to the record for the whole team. Starter tier uses CRM-only synthesis; Growth+ adds live search.
Visual pipeline
Kanban by stage from New to Closed. Drag accounts forward and keep the whole team aligned on momentum.
Analytics hub
Funnel conversion, weighted forecast, deal velocity, and rep leaderboard—plus AI portfolio assessment and risk-adjusted pipeline in one view.
At-risk pipeline
Rule-based risk scoring flags overdue follow-ups, stale stages, and tier-1 accounts needing attention—with recommended actions per deal.
Reports hub
Executive summary, weekly pack, at-risk register, rep scorecard, portfolio assessment, and analytics science digest—print, PDF, CSV, or scheduled email.
Multi-tenant workspaces
Each customer organization gets isolated data, branding, billing, and user roster. Platform admins provision new tenants in minutes.
Roles & security panel
Admins manage users, passwords, import/export, and subscriptions. Reps stay focused on selling.
Documents & activity
Attach contracts, SLAs, and compliance files per account and per deal. Full activity timeline for every touchpoint.
Team goals & calendar
Team View rolls up rep pipeline goals and attainment. Calendar shows follow-ups, close targets, and at-risk items—with drag-to-reschedule and per-rep filters.
Multi-deal accounts
One account, many opportunities—each with its own stage, value, description, and deal documents. Set a primary deal for rollups from the Deals tab.
How it works
From signup to insight in three steps — no IT project required.
1
Create your solo workspace
Self-serve signup — company name, email, and password. Instant 7-day trial with 25 shared intel runs (1 seat). Trial intel is CRM-only unless you pick Growth+ as your trial tier.
2
Load your pipeline
Import accounts or add prospects manually. Assign reps, stages, priorities, and follow-up dates.
3
Turn on live AI intelligence
Run account dossiers before calls, refresh live signals on priority deals, and let intel follow the pipeline—not a separate research tab.
4
Run pipeline science weekly
Open Analytics for funnel and forecast KPIs, run a portfolio assessment, export the science digest, and schedule reports for leadership.
Plans priced on live intelligence
Pick a tier and seat count (1–25). Per-seat list price with 15% off from 2 seats on Growth, Pro, and Ultra. Intel is a shared workspace pool — not multiplied by seats.
Starter
$19
per user / month · ~$16/mo billed yearly
- 100 intel runs / month (workspace pool)
- CRM-only intel (no live search)
- Pipeline, analytics & at-risk views
Growth
$49
per user / month · 15% off at 2+ seats · ~$42/mo billed yearly
- 300 intel runs / month (workspace pool)
- Live web search intel
- First tier with live search
Pro
$79
per user / month · 15% off at 2+ seats · ~$67/mo billed yearly
- 750 intel runs / month (workspace pool)
- Live search + rich briefings
- Best for active hunters
Ultra
$99
per user / month · 15% off at 2+ seats · ~$84/mo billed yearly
- 1,000 intel runs / month (workspace pool)
- Maximum live intel capacity
- Highest intel tier
Trial: 25 shared intel runs; CRM-only unless you choose Growth+ at signup. Annual billing saves ~17% (monthly equivalents above). Upgrade in-app via Admin Panel → Plan & usage → Subscribe (Stripe).
Deep Research add-on: $49/mo on any paid plan (Starter through Ultra) — 30 dedicated live-web research reports per workspace per month, separate from your intel pool. Subscribe in Admin Panel → Plan & usage after you have a paid subscription.
Example team totals
Same formula in-app: seats × per-user list × 0.85 (Growth/Pro/Ultra, 2+ seats). Choose any seat count from 1–25 at signup or add seats later in Admin Panel → Plan & usage.
Growth · 5 seats
$208/mo
Small teams starting live search.
Pro · 5 seats
$336/mo
Default mid-market team size.
Ultra · 2 seats
$168/mo
High-capacity live intel for pairs.
Need more than 25 seats?
Self-serve covers 1–25 seats per workspace. Larger teams and annual invoicing — we can provision custom contracts with the same per-seat model.
Security by design
Enterprise expectations for authentication, isolation, and data lifecycle. Read our Privacy Policy for how we protect customer data and what we do not share with third parties.
Firebase Authentication
Passwords never stored in Firestore. Industry-standard login, reset flows, and optional email verification for workspace users.
Tenant isolation
Prospects, users, and billing live under tenants/{id} with Firestore
rules enforcing roster membership.
Server-gated APIs
Intelligence and admin actions require verified ID tokens. Quotas and audit events tracked on the server.
Export & purge
Admins export tenant JSON for compliance. Platform owners can purge customer workspaces when contracts end.
Frequently asked questions
Quick answers for sales leaders evaluating AI pipeline CRM software.
- What is Pipeline Intelligence?
- A B2B sales pipeline CRM with built-in live AI account intelligence—briefings, signals, and next-step angles on every prospect, not a separate research tab.
- How does the free trial work?
- 7 days and 25 shared intel runs for your workspace. Self-serve signup—no sales call. Upgrade in Admin Panel → Plan & usage when ready.
- How much does it cost for a sales team?
- Per-user list prices from $19–$99/mo (Starter through Ultra). Bill seats × tier price with 15% off from 2 seats on Growth, Pro, and Ultra. See pricing for team examples.
- Is live web research included?
- On Growth, Pro, and Ultra paid plans. Intel draws on live web signals plus your CRM notes, stages, and goals. Starter uses CRM-only synthesis.
- How is intel usage counted?
- One shared monthly pool per workspace—all reps draw from the same cap (e.g. 300 runs on Growth), not per-seat multiples.
- What analytics are included?
- The Analytics hub covers funnel conversion, deal velocity, weighted forecast, rep leaderboard, activity trends, intel coverage, risk-adjusted pipeline, and an optional AI portfolio assessment. Export via the analytics science digest report.
- Can we email reports to leadership?
- Yes. Workspace admins use Reports → Schedule to email weekly packs, executive summaries, science digests, or at-risk registers to a recipient list.
- Can one account have multiple deals?
- Yes. Pipeline Intelligence separates accounts (company, contacts, account docs) from opportunities (stage, value, deal description, deal docs). Open the account dossier → Deals tab to add deals, switch the active deal, or set a primary for rollups.
- How does at-risk scoring work?
- The Risk tab ranks flagged accounts by priority score—overdue follow-ups, days since last touch, competitor signals, and tier-1 coverage. Open a dossier, schedule follow-up, or export the risk register as PDF from Reports.
- Is there a team view with pipeline goals?
- Yes. Team View shows each rep's market focus, pipeline goal, active pipeline, attainment, and account count. Set goals in Admin Panel → User accounts; totals roll up to dashboard gauges.
- Does the app include a sales calendar?
- Yes. Calendar surfaces follow-ups, close targets, tasks, and Risk — act today items. Filter by rep, drag items to another day, and use the day agenda for notes and next steps.
- What does each part of the Dashboard mean?
-
The Dashboard is your workspace command center. It answers how much pipeline you have vs goal, booked revenue, which accounts need attention, how pipeline spreads across stages and reps, and what live AI signals say about key accounts. Use My pipeline for your assigned deals or Team for the whole workspace.
Download Dashboard Guide (PDF) In the app: on any workspace screen, turn on Show guide labels in the guide toolbar to overlay badges on the live UI (A1–B7 header/nav plus screen-specific labels). PDF is a printable backup for the Dashboard.
A. Global header & B. Main navigation
# Label What it does A1 Workspace name · PIPELINE INTELLIGENCE Your company brand and product title A2 Notification bell Alerts (e.g. at-risk account count) A3 REPORTS Weekly pack, exports, scheduled email A4 + ADD Create a new account or opportunity A5 User menu Profile, lite mode, Admin Panel, import/export, sign out B1 CALENDAR Follow-ups, close targets, tasks B2 DASHBOARD Workspace snapshot (this page) B3 FUNNELS Kanban — drag deals between stages B4 ALL ACCOUNTS Searchable list of every account B5 TEAM VIEW Rep goals, quotas, team rollups B6 ANALYTICS Charts and trend analysis B7 RISK Full at-risk register with scores C. Dashboard context bar
# Element Meaning C1 Workspace snapshot · Mon YYYY Data period; shows My pipeline when scoped to you C2 MY PIPELINE / TEAM toggle Your deals only vs entire workspace C3 View all accounts Shortcut to All Accounts C4 CRM dossiers badge Intel source until you run Refresh intel C5 Live intel reminder AI signals are on-demand, not automatic D. KPI row (eight cards)
Click any card (except Booked revenue) to open a detail modal with account lists. Chevron (›) = clickable.
# Card Primary number Subtext D1 PIPELINE GOAL Total $ in active stages Progress bar vs rep or team goal D2 BOOKED REVENUE Closed-won dollars % of quota when goals are set D3 ACTIVE DEALS Count in active stages May note accounts silent >21 days D4 TIER 1 ACCOUNTS High-priority tier-1 still active Classified tier 1 · active D5 AT-RISK FLAGGED Open risk queue count Shows critical count when applicable D6 OVERDUE ACTIONS Follow-ups before today Follow-ups past due D7 TOP SEGMENT Largest industry segment e.g. Medical Device · active D8 AVG DAYS SILENT Avg days since last touch — when no accounts flagged Goals: set rep pipeline goal and revenue quota in Admin Panel → User accounts or Team View.
E. Urgent actions & F. Sales by team
# Element Purpose E1 URGENT ACTIONS & OVERDUE Highest-priority at-risk accounts E2 Double-click account name Opens account dossier E3 PRIORITIZE ALL Opens full Risk tab E4 Risk cards Score, state/tier, signal pills (overdue, silent, etc.) F1 SALES BY TEAM Active pipeline by rep (Team scope) F2–F4 Rep row · count · $ · bar Deal count, pipeline value, visual share vs top rep F5 Full team overview → Opens Team View for goals and roster G. Pipeline distribution & H. Sales by region
# Element Meaning G1–G5 PIPELINE DISTRIBUTION Deals by funnel stage — bar, count, and $ total per stage H1–H3 SALES BY REGION Pipeline by state/region from each account's State field I. Workspace health, J. Live AI intel & interactions
# Element Meaning I1 Risk pressure % of active deals flagged at-risk — lower is better; click opens Risk I2 Pipeline quality % of deals with estimated value — higher is better J1 LIVE AI PIPELINE INTELLIGENCE AI-enriched signals for top accounts J2 Refresh intel Live web search (uses intel quota on Growth+) J3 Generate digest Weekly digest report builder J4 Signal cards Company narrative and dossier link K1 Footer note KPIs use CRM data; live AI is optional L1 Help button In-app assistant and feedback Quick actions: click KPI cards for filtered lists; toggle My/Team recalculates everything; PRIORITIZE ALL or risk pressure bar opens Risk; Refresh intel fetches live AI signals.
- Is light mode available?
- Yes. Toggle Lite mode from the sign-in screen or your profile menu for a light workspace theme—account dossiers, forms, and tables stay readable in both themes.
Put live AI intelligence—and pipeline science—on every deal
Start a 7-day trial with 25 intel runs. Explore analytics, at-risk scoring, and exportable reports from day one—or sign in to refresh live briefings on deals you are closing.