Pipelizo
Product · The platform

Built for revenue teams,
tuned for speed.

Every feature in Pipelizo answers one question: does this help a rep close more deals this quarter? Here's how the platform fits together.

Pipeline AI Forecasting Inbox Workflows Reports Mobile API
Pipeline

A pipeline that refuses to be a database.

Drag, drop, branch, fork. Build the pipeline your team actually uses — not the one a vendor decided 15 years ago.

  • Unlimited custom stages, fields, and required gates per stage
  • Weighted forecast, deal age, rot alerts, and stale-deal nudges
  • Multi-pipeline orgs: enterprise, mid-market, renewal — side by side
  • Mobile-first cards reps actually edit on the plane
app.pipelizo.com/pipeline/q4-enterprise
Q4 — Enterprise Forecast
Filters Owner: Anyone
New 24
$182k
NL
Northwind Labs
$12,400
AB +
2d
VS
Velora SaaS
$8,900
CD +
4d
AR
Atlas Robotics
$24,200
EF +
1d
Qualified 18
$246k
HH
Helio Health
$36,000
Hot
GH +
3d
DL
Driftline
$14,800
IJ +
7d
Proposal 11
$318k
PC
Pareto Capital
$58,000
Hot
KL +
5d
GS
Granite Studio
$22,100
MN +
9d
LC
Lumen Co
$41,500
OP +
2d
AI suggests follow-up

Re-engage Pareto Capital — 5d quiet.

Won 7
$94k
CC
Cascade Cloud
$32,000
Won
QR +
today
MB
Marbled
$18,500
Won
ST +
today
Forecast: $612,400 Weighted: $418,200
+18% MoM · updated now
Inbox
Sarah Chen
2m
Quick question on pricing
Hot
Jordan K.
8m
Re: Q4 rollout plan
Lin Wei
24m
Procurement docs
Anna O.
1h
Calendar — Thu 3pm?
Maxime D.
3h
Loved the demo
Reply
SC
Sarah Chen
CRO · Pareto Capital · $58k deal
Pipelizo AI
"Quick question — does Pipelizo support custom forecast categories per stage? Procurement is asking."
Suggested reply

Yes — Pipelizo supports custom forecast categories per stage and per rep. Sending the procurement-friendly one-pager now.

Send Edit Tone: Confident + attach RFP doc
AI inbox

Replies that sound like your best AE.

Pipelizo AI is trained on your team's tone, your deals, and what actually closes. No generic "reaching out to follow up" emails — ever.

  • Tone match — direct, warm, technical, exec-tier
  • Attaches the right asset based on conversation context
  • Schedules send time based on recipient open patterns
  • Learns from every accepted/declined suggestion
Forecasting

A forecast you can defend in the board meeting.

Committed, best-case, and weighted — calculated from real-time signals, not a Sunday-night vibe check.

  • Stage-aware probability models per pipeline
  • Rep-history calibration: who sandbags, who over-promises
  • Scenario planning: ramp, hiring, seasonality
  • Slice by territory, segment, product line, or rep
Forecast · Q4
$1,840,000
+24% vs Q3
Committed $1.42m
Weighted $1.84m
Best case $2.62m
$1.84m
By segment
Enterprise
Mid-market
SMB
By rep
Top 25%
Median
Ramping
By stage
Won
Late
Early
More modules

The rest of the platform.

Pipelizo isn't a constellation of half-finished add-ons. Each of these modules is built by the same team, with the same design system.

Workflows

Drag-and-drop automation for routing, hand-offs, and approvals.

Learn more

Sequences

Multi-touch outbound that pauses when a human replies.

Learn more

Calling

Click-to-call, live transcription, sentiment summaries.

Learn more

Meetings

Two-way calendar, smart routing, prep brief auto-generated.

Learn more

Documents

Quotes, contracts, e-sign — all stitched into the deal record.

Learn more

Lead scoring

Model trained on your closed-won, not generic firmographics.

Learn more

Custom objects

Renewals, partners, projects — model the world you actually sell into.

Learn more

Mobile

Edit pipeline, log notes, and snooze deals from a plane seat.

Learn more
For developers

A CRM that talks like an API, ships like an app.

Pipelizo is built on a typed, versioned API. Webhooks, GraphQL, sandboxes — the things engineers ask for before they say yes.

REST + GraphQL
Generated typed SDKs in 6 languages.
Webhooks
Every record change. Replay last 30 days.
Sandboxes
Per-branch ephemeral environments.
CLI + Terraform
Manage workspaces as code.
~/pipelizo · deals.ts
API live · v2024-12
// Move every "Qualified" deal aged > 14d into a re-engage sequence
import { pipelizo } from "@pipelizo/sdk";

const stale = await pipelizo.deals.list({
  stage: "qualified",
  inactive_for_days: 14,
  pipeline: "q4-enterprise",
});

await pipelizo.sequences.enroll({
  template: "reengage-warmly",
  contacts: stale.flatMap(d => d.contacts),
  // Pipelizo AI picks per-contact tone & send time
  ai: { tone: "match_thread", send: "optimal" },
});

// → 18 deals re-engaged · 4 replies within 24h
TypeScript 142ms
Run on Pipelizo Edge →
Ready when you are

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
Onboarding · Day 1
3 of 4 steps complete
On track
Connect inbox
Import contacts (1,284)
Build first pipeline
4 Invite your team