Client Pipeline: Sales CRM

Built for action, not just reporting. Track your pipeline, stay on top of follow-ups, and know exactly what to do next.

Client Pipeline helps you track deals, manage relationships, and never miss your next step — now with deal size tracking and enhanced export.

Built for professionals managing real client work, Client Pipeline keeps your pipeline clear, focused, and actionable—without the complexity of traditional CRMs.

With AI-powered insights and automation, you can spot risks early, prioritize the right deals, and generate follow-ups in seconds.

-- KEY FEATURES --

• Track deals with value, deal size (optional), probability, stage, and target dates • See what needs action today and what’s overdue
• Log calls, meetings, and emails as simple, structured notes
• Schedule next steps so nothing slips through
• Identify at-risk and stale deals instantly
• Prioritize pipelines based on impact and urgency
• Separate open pipeline, won revenue, and lost deals clearly • Sync your pipeline seamlessly across your Apple devices with iCloud

-- AI INSIGHTS (Pro) --

• Pipeline Insights — Understand risks, priorities, and gaps at a glance
• Deal Insights — Get recommended next steps for each opportunity
• Follow-Up Drafts — Generate professional emails in seconds
• Smart coaching — Know where to focus to hit your targets

-- DESIGNED FOR CLARITY --

• Clean, fast interface built for daily use
• Optimized for iPhone, iPad, and Mac
• Automatic iCloud sync keeps your data consistent across devices
• No clutter, no unnecessary complexity
• Focus on execution, not data entry
• Clear separation between forecast (open pipeline) and actual results (closed won deals)

-- FREE VERSION --

• Create and manage up to 10 pipelines
• See what needs action today and what’s overdue
• Revenue Goal tracking and gap analysis
• Pipeline Health and risk signals
• At Risk deals and Top Priorities views
• Track deals and log activities
• Core pipeline management features

-- PRO VERSION --

• AI-powered insights and recommendations
• Unlimited pipelines
• Advanced search and sorting
• Weighted pipeline and forecasting views
• Export pipelines as PDF or CSV (with optional password protection), including deal size and sorted views • Optional daily action alerts

-- PRIVATE BY DESIGN --

Client Pipeline works offline and keeps your data private.
Your data is stored locally on your device and securely synced via iCloud.
Information is only transmitted when you use AI-powered features or choose to export or share it.

When using AI features, relevant data is securely transmitted to generate insights and recommendations within the app.
We do not use your data for any purpose outside of providing these features.

-- SUBSCRIPTION INFORMATION --

Client Pipeline Pro offers optional auto-renewable subscriptions:

Client Pipeline Pro – Monthly
• Length: 1 month

Client Pipeline Pro – Yearly
• Length: 1 year

Payment will be charged to your Apple ID at confirmation of purchase. Subscriptions automatically renew unless canceled at least 24 hours before the end of the current period. You can manage or cancel your subscription anytime in App Store settings.

-- LEGAL --

Privacy Policy:
https://thenewlifeenterprise-7f980.web.app/privacypolicyforclientpipeline.html

Terms of Use (EULA):
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/