Pipeline One App vs a full CRM

The big CRM platforms do a great deal: email marketing, quoting, ticketing, automations, a plugin marketplace. Pipeline One App does one job, from the first form fill to closed-won. This page is about which one you actually need.

Choose a full CRM if

  • You run email campaigns and want them in the same tool as the pipeline.
  • You need quotes, invoices or support tickets attached to each account.
  • You have someone whose job includes administering the CRM.
  • You have already bought one and it is working.

Choose Pipeline One App if

  • Your problem is leads getting lost between a form and a sale.
  • You want a person to check every enquiry before it counts.
  • You want the team using it in an afternoon, not after a rollout.
  • You want to know which sources, products and people bring in work, without building reports.

What is different, not just smaller

A review step
Most CRMs create a record the moment a form is submitted. Pipeline One App puts every submission in an inbox for a person to accept, merge or bin. Your pipeline and your reports only contain real opportunities.
One screen that says who to call
Instead of building a dashboard, the attention list is already there: overdue follow-ups, leads nobody has contacted, leads that have gone quiet.
Products, not just pipelines
Each product or brand has its own forms, API keys and default person. Reports break down by product without a custom field.
Prospecting built in
When inbound is slow, find and score businesses worth contacting, with points you set and a budget you cap.
Nothing to administer
Five stages, three roles, forms and keys. There is no workflow builder because there is nothing that needs one.

Using both

Some teams keep a CRM for accounts and marketing and use Pipeline One App for intake and the first weeks of a lead's life, then post won deals across with the API. If that is your situation, tell us on a demo and we will show you how the key and form settings fit together.

See it with your own leads in mind

Book a walkthrough. We will show you the inbox, the board and the reports, live.

Book a demo Try the board