A Nimble IO product Pipeline: the CRM for service businesses
Pipeline is the CRM for service businesses that replaces the spreadsheets, sticky notes, WhatsApp groups and missed calls. Capture every lead, send beautiful quotes, schedule your team, invoice in a click - and finally see what is making money.
Your tools are working against you.
Quotes lost in email. Jobs forgotten on a whiteboard. A spreadsheet for invoices, another for expenses, a notebook for sites. The bigger you grow, the more it costs you. Pipeline job management software replaces all of it.
One platform. Every part of your operation.
Pipeline brings the entire customer journey under one roof - from the first enquiry to final payment, and every step in between.
Leads
Capture enquiries from web forms, email, phone and Google Business Profile into one visual kanban pipeline - with auto-replies that never let a hot lead go cold.
Quotes & Estimates
Drag in saved line items, group them, add optional extras the customer can opt in to, and send a polished online quote that they accept and e-sign in the browser.
Jobs
Visual scheduler, task templates, recurring jobs for service contracts, plus photo and signature capture on site - so the office sees what the field sees, live.
Invoices
One-click conversion from completed job to branded invoice. Card, BACS and direct debit payment options built in - so cash gets in faster.
Customers
Every quote, job, invoice, note, photo and email lives on one customer record - so anyone on your team can pick up the conversation without missing a beat.
Appointments
Let customers self-book a survey or consultation through a public booking page that respects your team availability and rules.
Reports
Eight built-in reports cover sales pipeline, conversion, revenue, aged debt and more. No spreadsheets, no exports - just answers.
Mobile app
Native iOS and Android apps for the people doing the work - offline-first, mileage tracking, on-site photo and signature capture.
Never miss a lead again.
Web forms, email, phone and Google Business Profile - all captured into one visual pipeline. Auto-respond instantly with a branded reply, then drag the deal through to quote in a click.
- Capture from web, email, phone and listings
- Auto-respond with a branded reply
- Drag-and-drop kanban pipeline
- One-click conversion to quote or appointment
Quotes that win, faster.
Build polished online quotes from saved line items, let customers opt in to optional extras, and capture acceptance with an in-browser e-signature. No PDFs, no chasing.
- Library of saved line items
- Optional extras the customer can toggle
- Online accept and e-signature
- One-click conversion to a job
Schedule, dispatch, deliver.
Plan tasks, assign your team and track every job from booking to sign-off. Recurring jobs for service contracts. Photos, notes and signatures captured live on site.
- Visual scheduler across your team
- Task templates and recurring jobs
- On-site photo and signature capture
- Live job status and time tracking
Your business, in your pocket.
Pipeline's mobile app is built for the people doing the work. View today's jobs, navigate to the next site, capture before/after photos, log expenses, mark tasks complete and get sign-off - all without flipping back to the office.
- Native iOS and Android apps
- Offline-first - works without signal
- Mileage expense tracking
- Capture photos, signatures and notes on site
Frequently asked questions
What kind of business is Pipeline built for?
Pipeline is purpose-built for service businesses - tradespeople, installers, cleaners, gardeners, agencies, consultants, and anyone who quotes, schedules and invoices work. Whether you are a solo operator or a 50-person team, the platform scales with you.
Do I need to install anything?
No. Pipeline runs in your browser, works on phones and tablets, and there is a dedicated mobile app for engineers in the field. Your data is hosted securely in the UK.
How long does it take to get set up?
Most teams are sending their first quote within an hour. Import your customers from CSV, Xero or QuickBooks, and our onboarding team will walk you through the rest for free.
Can I try Pipeline before I buy?
Yes - every plan starts with a 14-day free trial. You can also book a 30-minute demo with a real human if you want a guided tour first.
Ready to bring order to your pipeline?
Start a 14-day free trial. Cancel anytime. Free onboarding included.