Features
Everything the workspace is for.
Pipecove is a sales desk: people, deals, messages, and the calendar that follows them. The sections below match the product, not a roadmap.
Contacts and leads
A person is more than a row. The contact holds the commercial history.
- Name, email, phone, and country code, plus tags and an owner.
- Notes and an activity timeline for assignments, messages, and stage changes.
- Custom fields — text, dates, selects, and numbers — including fields that must stay unique.
- CSV import that maps columns onto standard fields, owners, tags, and custom fields.
- Documents stored on the contact, and files attached to messages.
- Filters, bulk actions, and a drawer so you can edit without losing the list.
- A contact value you can track beside the deal.
- Trash for admins, so a delete can be undone.
Opportunities and pipelines
Build the stages your team already uses. Move deals. Watch the total.
- More than one pipeline, each with its own stages.
- Kanban for value, probability, owner, and close date.
- Dashboard totals: contacts, open deals, pipeline value, and win rate.
- A pipeline chart so the week is visible without exporting a spreadsheet.
- Workspace currency, so the numbers match how you sell.
- Stage changes can enroll a deal into an automation.
Conversations
Follow-up lives next to the lead, not in a separate inbox you forget to check.
- Connect IMAP and SMTP and send from the CRM. Replies thread back onto the contact.
- HTML email, quoted-reply cleanup, and attachments.
- SMS from workspace numbers, sent and received, drawn from the prepaid wallet.
- Click-to-call and inbound voice, billed per minute from the same wallet.
- Buy and assign local or mobile numbers, and release a number when you cancel it.
- Templates with merge fields such as the contact’s name, for email and SMS.
- Saved message copy so agents do not rewrite the same introduction.
Calendar, appointments, booking
The meeting is part of the pipeline, not a side calendar nobody updates.
- Team calendar for meetings and follow-ups.
- Appointments that can start a workflow.
- A public booking page: the lead picks a slot from the hours you publish.
- Optional Google Calendar connection so events are not typed twice.
Automations
Small, explicit workflows. A trigger, conditions, and an action.
- Run when a lead is created, tagged, assigned, or moved between stages.
- Send email or SMS, reassign the owner, or change the stage.
- Conditions so a workflow does not fire for every record.
- A run history, so you can see what the automation did.
- Duplicate a workflow instead of rebuilding it.
Team, objects, and API
The admin decides who sees what. Extra record types exist when a contact is not enough.
- Invite agents by email. Roles are admin or agent.
- Turn features on per agent: dashboard, contacts, opportunities, calendar, conversations, automations, custom objects, settings.
- Assigned leads stay exclusive to that agent. Email and phone on a deal stay hidden unless the agent also has Contacts.
- Custom objects for properties, projects, subscriptions, or anything else with its own fields.
- API keys so a form can create a contact without a manual paste.
- In-app support tickets for workspace admins, and a changelog the super admin publishes.
- Browser notifications and an installable app icon for the desk you keep open.
Wallet, not a surprise invoice
The subscription covers the CRM. SMS, voice minutes, and number rental spend a prepaid balance you can see before you send.