pipeline guru is the one-handed sales pipeline for reps who live on the phone. Your whole book of deals, contacts, and referral partners — sorted by what needs a nudge today, with the next move ready and the phone a thumb away.
Built for the truck, the jobsite, the parking lot — not the desk.
Your pipeline sorts itself by what’s due and what’s going cold. Open the app and your next call is already staring at you — no scrolling a spreadsheet in the driver's seat.
Every deal carries a stage-aware prompt — what to ask, what to confirm, what to close — so you always know the next step before they pick up.
Real phone numbers on every contact. One tap dials, one tap logs the call, email, or visit. Your follow-ups keep themselves honest.
CRMs are built for managers reading reports. pipeline guru is built for the rep with a phone in one hand and a coffee in the other.
Every deal ranked by what’s due and what’s going cold, with your live pipeline value up top. Filter to open, needs-follow-up, or won.
Attention-first sortThe people who send you deals — past clients, agency partners, anyone — in one place, with when you last touched them and the number to call to keep the pipe full.
Referral enginePaste an email signature or a shared contact card and pipeline guru fills in the name, title, email, and phone. Every decision-maker, one tap from a call.
Signature captureNumbers dial straight from the sheet; email opens in your mail app. Log a call, text, or visit in one tap so the follow-up list is always current.
Activity trackingOpen a deal and you get the value, the stage, the decision-makers, the next move, and a running log of every touch — laid out to be read at a stoplight, not studied at a desk.
Names, titles, and direct lines sit next to a Call button. No hunting, no copy-paste, no squinting.
Your pipeline starts empty and fills with only what you bring. Import the book you already keep, preview every row, and confirm — nothing lands until you say so.
Download a clean CSV with the exact columns pipeline guru expects — companies, contacts, and COIs.
Upload the filled sheet. pipeline guru shows you exactly what it read — company by company — before a single row is saved.
Hit import and your board is live, sorted by what’s due. Add more anytime by hand, by paste, or by another upload.
| Company | Phone | Website | Deal Value | Stage | Industry | Contact |
|---|---|---|---|---|---|---|
| Cornhusker Precision Machining | (402) 555-0148 | cornhusker.com | 48000 | working | Manufacturing | Dana Whitfield |
| Prairie State Logistics | (402) 555-0173 | prairiestate.co | 120000 | proposal | Logistics | Marcus Reyes |
| Meridian Dental Group | (402) 555-0190 | meridiandental.com | 18000 | lead | Healthcare | Priya Shah |
Prefer to skip the spreadsheet? Paste an email signature and pipeline guru builds the contact for you — or just add deals one at a time in the field.
The first reps on board shape what gets built next — and their first 90 days are on us.
After your 90-day founding trial, pipeline guru is a flat monthly seat — everything above, no tiers, no per-contact games. Cancel anytime.
Bring your pipeline, hit the road, and let pipeline guru tell you who to call next.
Start your 90 days free