The Pipelizo docs.
Read once, ship faster.
Every product surface, every behavior, every gotcha — documented by the people who built it.
Getting started
Workspace setup, first pipeline, import, invite team.
Pipelines
Stages, custom fields, weighted forecast, rotting deals, multi-pipeline.
Pipelizo AI
Drafts, tone match, send-time intelligence, AI playbooks.
Automation & workflows
Routing, hand-offs, approvals, webhook triggers, scheduled jobs.
Integrations
Native installs for Gmail, Slack, Stripe, Salesforce, HubSpot, and more.
Reporting
Dashboards, cohort analysis, win-rate, sales velocity, ramp.
Mobile
iOS, Android, offline mode, push, deal cards, voice notes.
Admin
SSO, SCIM, roles, audit log, retention policies, billing.
Migrations
HubSpot, Salesforce, Pipedrive, Close, Copper, custom.
Move your pipeline
like it's 2026.
Spin up a workspace in 90 seconds. Import your contacts in two clicks. Close your first deal in Pipelizo by Friday.
- 20-min call
- Weekend migration
- Real operators
- SOC 2 Type II