Pipely CRM

Pipely CRM is the all-in-one door-to-door canvassing platform built for field sales teams. Whether you manage a solo territory or lead a team of 100+ reps, Pipely gives you GPS-powered route planning, a visual deal pipeline, and real-time team tracking — all from your phone or desktop.

CANVASS MAP WITH GPS TRACKING

Drop pins on every door you knock. See your entire territory on an interactive map with color-coded markers showing contact status, labels, and deal stage. Your GPS position updates in real time so you always know exactly where you are relative to your next stop.

SMART ROUTE PLANNING

Plan optimized canvassing routes that minimize drive time and maximize doors knocked. Pipely calculates the fastest sequence between your stops using real road data, then guides you turn-by-turn with street-level navigation. Visit or skip stops on the fly and watch your progress update live.

CONTACT & PROPERTY MANAGEMENT

Every door gets its own digital folder. Store contact details, phone numbers, addresses, and custom notes. Attach photos from property inspections. Tag contacts with color-coded labels to organize by status, interest level, or any criteria you choose. Search, filter, and sort thousands of contacts instantly.

VISUAL DEAL PIPELINE

Track every opportunity from first knock to closed deal. Drag deals across customizable pipeline stages built for your industry — whether you sell solar, roofing, pest control, security, landscaping, or any door-to-door service. Pre-built industry templates get you started in seconds.

TASK MANAGEMENT

Never miss a follow-up. Create tasks tied to contacts and deals with due dates, priorities, and reminders. See your daily task list alongside your route plan so callbacks and appointments fit naturally into your canvassing day.

GUIDED PROPERTY INSPECTIONS

Walk through structured photo inspections with guided steps. Document roof condition, electrical panels, attic spaces, or any inspection your industry requires. Photos are automatically organized and attached to the property record.

TEAM MANAGEMENT & LIVE TRACKING

Invite reps to your team with role-based permissions. Managers see every rep's GPS location on the canvass map in real time. Track who's knocking, where they are, and how their pipeline is moving — all from the team dashboard.

PRODUCTIVITY LEADERBOARD

Motivate your team with live performance rankings. Track doors knocked, deals closed, and revenue generated. Reps see where they stand and managers identify top performers and coaching opportunities at a glance.

LABEL & FOLDER SYSTEM

Organize contacts your way with custom label packs. Create color-coded labels for lead status, appointment type, objection reason, or anything else. Apply multiple labels per contact and filter your entire database or map view by any combination.

INDUSTRY TEMPLATES

Get started fast with pipeline stages designed for your vertical. Choose from templates for solar, roofing, HVAC, pest control, security systems, painting, landscaping, windows, and more. Customize stages anytime as your sales process evolves.

WORKS EVERYWHERE

Pipely runs on any device with a browser — Android phones, iPhones, tablets, laptops, and desktops. Your data syncs instantly across all devices. Start a route on your phone in the field, review your pipeline on your laptop at the office.

BUILT FOR DOOR-TO-DOOR

Unlike generic CRMs, every feature in Pipely is designed for field canvassing. The map is your home screen. Routes are built around physical addresses. GPS tracking is core, not an afterthought. If your team knocks doors, Pipely was built for you.

Plans start at $39/month for solo reps, with Team and Business tiers for growing organizations. All plans include unlimited contacts, GPS mapping, route planning, and the full deal pipeline.

Start knocking smarter today.