CRM for B2B sales teams
A CRM your reps keep up to date without being chased
Pipefield auto-logs calls, emails, and meeting notes against the right deal, so your pipeline stays accurate without reps doing manual data entry.
Free 14-day trial, no credit card required
Trusted by teams at
- Corvane Packaging
- Ledgerlight Payroll
- Hollis Industrial Supply
- Ashgrove Analytics
- Pennant Freight Systems
- Strand Lab Supply
Features
The parts of a CRM a B2B sales team uses every day
We built Pipefield after watching reps abandon three other CRMs because logging activity felt like a second job.
Auto-logged activity
Calls, emails, and calendar events log themselves against the right deal, with no manual entry.
Visual pipeline boards
Drag-and-drop deal stages with forecasting built directly into the board view.
Deal intelligence
Flags stalled deals and missing next steps automatically, before they fall out of the pipeline.
Email sequencing
Multi-step outbound sequences with reply detection that automatically pauses the sequence.
Custom reporting
Build the exact pipeline and forecast reports your team needs without a BI tool.
Territory & quota management
Assign territories and quotas with rollups that update automatically as deals move.
How it works
Live with your data migrated in under a week
Most teams are fully migrated from their previous CRM and running in production within five business days.
Import your data
We migrate contacts, deals, and history from your existing CRM automatically.
Connect your inbox
Email and calendar sync activates auto-logging from day one.
Set up your pipeline
Configure deal stages and forecast categories to match how your team sells.
Roll out to your team
Guided onboarding gets reps comfortable within their first week of daily use.
Works with the tools your sales team already uses
Native two-way sync instead of one-way exports, so changes in Pipefield reflect back in your other tools automatically.
- Gmail
- Outlook
- Slack
- Zoom
- DocuSign
- Stripe
- HubSpot Marketing
- Zapier
- LinkedIn Sales Navigator
Enterprise-grade security for your pipeline data
Deal and contact data is encrypted at rest and in transit, with granular role-based access controls.
- SOC 2-aligned controls
- GDPR-ready DPA
- SSO / SAML
- 99.95% uptime SLA
Pricing
Per-seat pricing that grows with your team
Every plan includes unlimited deals, contacts, and auto-logged activity. Forecasting, territories, and advanced permissions are added on higher tiers.
Team
$29/user/month
For sales teams up to 15 reps.
- Unlimited deals & contacts
- Auto-logged activity
- Visual pipeline boards
- Standard integrations
Most popular
Business
$59/user/month
For growing teams that need forecasting and territories.
- Everything in Team
- Deal intelligence & forecasting
- Territory & quota management
- Custom reporting
Enterprise
Custom
For organizations with custom security or scale needs.
- Everything in Business
- SSO & advanced permissions
- Dedicated onboarding
- Custom data migration
What sales leaders say
“Our reps stopped fighting the CRM within the first week. Auto-logging alone got us back six hours a week per rep.”
Joaquin Arriaga
VP Sales, Corvane Packaging
“We migrated 40,000 contacts from our old CRM over a weekend with zero data loss. That never happens with a CRM switch.”
Mei-Lin Tsao
RevOps Lead, Ledgerlight Payroll
“Deal intelligence flagged three stalled six-figure deals in our first month that had gone quiet without anyone noticing.”
Corbin Fairweather
Sales Director, Hollis Industrial Supply
Frequently asked questions
See your pipeline update itself for two weeks, free
No credit card required to start. Most teams are fully migrated and live within a week.