$8,400TR
Dee MarchettiIntro call ThuYour pipeline has outgrown the spreadsheet
Pipeloom turns your sales tracker into a board the whole team can see, with a next step on every deal. Move over this afternoon and stop losing deals to a forgotten follow-up.
No card needed. We will help you move your data for free.
New businessAll reps This quarter$232,950 across 21 deals
New lead6 · $31,400
$5,200SA
Owen LacySend pricing today$3,600LP
Rosa KetteringReply to enquiryQualified4 · $46,000
$12,000SA
Mina CastellanBook demo$9,800TR
Jude AmoakoConfirm budget$7,500LP
Sana WhitlowFind decision makerDemo booked3 · $38,500
$18,000TR
Tomas HydeDemo Thu 2:30 PM$11,500SA
Ama FerrowDemo Fri 10:00 AMProposal sent3 · $52,800
$24,000SA
Rafael StroudFollow-up 2 days late$16,800LP
Bea TamsinAwaiting sign-offWon in November5 · $64,250
$21,000TR
Hugh MarrowSigned 3 Nov$13,250LP
Isla DunmoreSigned 2 NovImport
From spreadsheet to pipeline in an afternoon
- Export your sheet as a CSV and drop it in.
- Check the column matches. We guess most of them.
- Merge duplicates and tidy your stage labels.
- Invite the team and hand out open deals.
- Everyone works from one pipeline.
1Upload2Match columns3Review4Import
sales-tracker-final-v3.csv1,284 rows
Your columnSamplePipeloom field
CompanyHarlow Freight Matched
ContactDee Marchetti Matched
Emaildee@harlowfreight.example Matched
Deal size8400 Matched
Where we areSent quote 6 labels to match
Next stepCall Thurs Matched
Notes 2Blank in most rows Skipped
14 likely duplicates, matched on emailReview import
A sales week
Everything a tracker makes you remember, handled
Monday, 8:40 AM
Follow-up reminders
Open the day to one list of who to call. Any deal with no next step gets flagged.
Call Rafael at Linden Cold StorageProposal sent
2 days lateSend pricing to Tessel JoineryNew lead
TodayConfirm demo with Tomas HydeDemo booked
TodayCheck in with Peverell PlumbingQualified
Tomorrow 3 deals have no next step
Tuesday, 11:15 AM
Shared inbox and call notes
Emails, calls and notes sit on the deal, so anyone can pick it up. When a rep is out, nothing is stuck in their inbox.
RS
Rafael Stroud Email, 10:52 AM
The board meets on the 20th. Can you split the setup fee across two invoices?
Call with Rafael, 12 min Logged by Sam Achebe
Wants 8 seats, not 6. Budget sign-off is the blocker. Send revised quote before the 18th.
TR
Teodora Ruiz Team note, 11:04 AM
Sam, I can split the fee. Assigning the reply to you.
Reply as Sam Achebe Send
Friday, 4:00 PM
Forecast view
No more rebuilding a pivot table for the Friday call. Deals roll up by close month and are weighted by stage.
Nov
$124k
Dec
$105k
Jan
$80k
WonCommitBest caseTarget
All week
Simple automation
If you can describe it in a sentence, you can build the rule. No consultant needed.
WhenDeal moves toProposal sent
IfValue is over$5,000
ThenCreate taskFollow up in 3 days
Ran 46 times this month
Spreadsheet vs Pipeloom
Sheets are great. Until they run your sales.
| When | Spreadsheet | Pipeloom |
|---|---|---|
| Two people edit a deal | Last save wins | Both changes kept, with history |
| A deal goes quiet | Found at month end | Flagged after 7 days |
| A rep leaves | Their notes leave too | Emails and calls stay on the deal |
| The boss wants a forecast | Someone rebuilds the sheet | Live, by month and stage |
| You are out on a call | Pinch and scroll | Mobile board, log it in seconds |
| You count the cost | Free, until a deal slips | From $15 a seat |
Pricing
One price per seat. Read-only seats are free.
Seats5
Starter
$15 per seat, per month
$75 a month for 5 seats, billed yearly
For a founder and a first rep.
- One pipeline
- Follow-up reminders
- CSV import
- Call notes and mobile app
TeamMost teams pick this
$29 per seat, per month
$145 a month for 5 seats, billed yearly
For teams of 3 to 20 reps.
- Unlimited pipelines
- Shared inbox
- Forecast view
- 25 automation rules
- Free migration
Business
$49 per seat, per month
$245 a month for 5 seats, billed yearly
For teams with a sales manager.
- Unlimited automation rules
- Roles and permissions
- Change history
- Single sign-on
- Priority support
“We moved 1,900 rows on a Friday after lunch. On Monday nobody asked me where a deal was, and I had forgotten what that felt like.”
Sales Lead, Corbel Packaging
FAQ
Questions from people leaving spreadsheets
My spreadsheet is a mess. Will it still import?
Yes. Blank rows, mixed date formats and five spellings of the same stage are all normal. The importer flags what it cannot read, and nothing goes in until you approve it.
Can I bring data over from another CRM?
If it can export to CSV, we can bring it in, including notes and deal history. On Team and Business plans we will do it for you.
Who counts as a seat?
Anyone who edits deals. People who only need to look, like a founder or an accountant, get free read-only seats.
Does it work with my email and calendar?
It connects to standard work mailboxes and calendars. Emails to and from a contact land on the deal without forwarding anything.
Can I get my data out again?
Any time, as CSV, with no ticket to raise and no fee. Your deals are yours.
What happens when the trial ends?
Nothing is charged, because we never asked for a card. Your account stays read-only for 30 days so you can export or decide.
Give your deals a next step
Bring your sheet. We will have you on the board by this afternoon.
No card needed. Free help moving your data.