CRM

Know every account, move every deal.

Accounts, contacts, and leads with a pipeline view of every opportunity — from first touch to Won. Connected to the projects and tickets for the same customer.

See pricing
New leadqualified
M
Dana Reyes · Meridian Co
dana@meridian.co · from intake form
Convertone step, nothing re-typed
Account
Meridian Co
Contact
Dana Reyes
Opportunity
$18k · Qualified

Pipeline

Every opportunity, one stage at a time

Customizable pipelines and stages show exactly where each deal stands. Mark opportunities Won or Lost and keep the history that explains why.

Custom pipelines and stages
Model your sales process, not someone else's.
Won/Lost tracking
Close deals with outcomes you can report on later.
Sales pipeline$96.5k open
Qualified
Meridian Co
$18k
Harbor Labs
$9.5k
Proposal
Northwind
$42k
Won
Bluestone
$27k

Leads

From lead to customer without re-typing anything

Capture leads, qualify them, and convert to an account, contact, and opportunity in one step.

New leadqualified
M
Dana Reyes · Meridian Co
dana@meridian.co · from intake form
Convertone step, nothing re-typed
Account
Meridian Co
Contact
Dana Reyes
Opportunity
$18k · Qualified

One-step conversion

Lead → account + contact + opportunity, with nothing lost in between.

Contacts and accounts

The full relationship record: people, companies, and every deal attached.

Website Redesign
12 of 31 done
Finalize homepage copy
Migrate DNS to new host
QA checkout flow
Ship onboarding emails

Connected

Sales that sees delivery, delivery that sees sales

The account you sold is the account you serve. Projects, tickets, and time entries live in the same workspace — so handoffs stop losing information.

Same workspace as the work
No export/import between your CRM and your delivery tools.
Per-project scoping
CRM data is permission-gated like everything else in Pinboard.

Better together

CRM shares a workspace with

Service Desk

Tickets, live chat, and an AI agent for your customers.

Projects & Tasks

Plan, assign, and track work across every project.

Time & Billing

Timesheets with AI-suggested entries and billable categories.

Early access

Put CRM to work for your team

Request early access and get the whole platform — free while in alpha.

Free plan available · No credit card · Free while in early access