— The AI-powered business operating system

Every tool you bought was supposed to save you time. Now you’re the one connecting them.

Pipelinr is the operating system for your whole business: leads, follow-up, booking, payments, delivery and repeat business in one place, with the workflows between them already built and AI doing the routine work. For a founder of one or a company of two hundred.

New client booked

Just now, no one lifted a finger

Automations on
New leads38
Calls booked12
Collected$8,420
AI replies sent61

One lead, start to finish

  • Maya R. filled out the contact form 9:14 am
  • Conversation AI replied and offered times 9:14 am
  • Call booked for Tuesday, 2:00 pm 9:19 am
  • Invoice paid. Contract sent for signature. 11:02 am

No contracts. Cancel anytime. Template library, 24/7 chat support and twice-weekly office hours included.

New client booked

Just now, no one lifted a finger

Automations on
New leads38
Calls booked12
Collected$8,420
AI replies sent61

One lead, start to finish

  • Maya R. filled out the contact form 9:14 am
  • Conversation AI replied and offered times 9:14 am
  • Call booked for Tuesday, 2:00 pm 9:19 am
  • Invoice paid. Contract sent for signature. 11:02 am

— The AI-powered business operating system

Every tool you bought was supposed to save you time.Now you’re the one connecting them.

Pipelinr is the operating system for your whole business: leads, follow-up, booking, payments, delivery and repeat business in one place, with the workflows between them already built and AI doing the routine work. For a founder of one or a company of two hundred.

No contracts. Cancel anytime. Template library, 24/7 chat support and twice-weekly office hours included.

New client booked

Just now, no one lifted a finger

Automations on
New leads38
Calls booked12
Collected$8,420
AI replies sent61

One lead, start to finish

  • Maya R. filled out the contact form 9:14 am
  • Conversation AI replied and offered times 9:14 am
  • Call booked for Tuesday, 2:00 pm 9:19 am
  • Invoice paid. Contract sent for signature. 11:02 am

THE COST OF FRAGMENTATION

You Aren't An IT
Department.

When your software doesn't communicate, you become the manual bridge holding disjointed pipelines together. These friction points quietly drain daily pipeline revenue.

The Tab Problem

Toggling across 14 fragmented browser tabs to track a single client. Critical data gets trapped in disconnected dashboards instead of moving forward.

3.8 HRS LOST TO CONTEXT-SWITCHING

The Founder Bottleneck

Every operational exception forces leadership into manual troubleshooting. You become the single point of failure instead of leading high-leverage growth.

80% OF TIME SPENT ON MANUAL OPS

The Follow-Up Gap

Warm leads go cold while waiting in unmonitored queues. Without automated triggers, response latency turns high-intent buyers into missed revenue.

68% OF DEALS LOST TO RESPONSE DELAYS

The Tab Problem

Toggling across 14 fragmented browser tabs to track a single client. Critical data gets trapped in disconnected dashboards instead of moving forward.

3.8 HRS LOST TO CONTEXT-SWITCHING

The Follow-Up Gap

Warm leads go cold while waiting in unmonitored queues. Without automated triggers, response latency turns high-intent buyers into missed revenue.

68% OF DEALS LOST TO RESPONSE DELAYS

The Founder Bottleneck

Every operational exception forces leadership into manual troubleshooting. You become the single point of failure instead of leading high-leverage growth.

80% OF TIME SPENT ON MANUAL OPS

THE UNIFIED LIFECYCLE

An Operating System
Runs The Business.

Connect the dots across every customer touchpoint. Watch how Pipelinr automates each critical transition so no revenue or customer context falls through the cracks.

Stage 01 Inbound Multi-Channel → Verified Lead

Deterministic Ingestion Without Leakage

Eliminate lost leads and chaotic form routing. Inbound signals from forms, webhooks, calendars, and paid media flow directly into an immutable timeline with real-time enrichment.

Multi-Source Signal Collection
Aggregates web forms, landing page visits, calendar intents, and ad clicks in milliseconds.
Instant Entity Resolution & Deduplication
Matches contact records against historical accounts to prevent split timelines and duplicate entries.
Automated Context Enrichment
Appends firmographic data and intent scores before routing to conversion pipelines.
Capture Phase Analytics
<1.2s
Average Lead Ingestion Latency
100%
Attribution Data Integrity
Trigger: Qualified Lead Verified
Automatically passes enriched dossier into Convert pipeline
Stage 02 Enriched Lead → Signed Contract

Precision Pipeline Velocity

Transform buyer interest into executed agreements. Automated lead scoring, contextual multi-channel follow-ups, and auto-generated proposals compress your sales cycle.

Intelligent Lead Prioritization
Scores prospects based on engagement depth, triggering immediate action for high-intent deals.
Dynamic Nurture Orchestration
Dispatches tailored SMS, email, and booking links adapted to buyer persona behavior.
One-Click Contract Generation
Populates agreements directly from captured CRM variables for swift electronic execution.
Convert Phase Metrics
+42%
Speed to First Consultation
0 min
Manual Proposal Assembly
Trigger: Contract Signed & Deposit Paid
Instantly spins up onboarding workspace in Deliver
Stage 03 Closed Deal → Production Fulfillment

Frictionless Onboarding & Execution

Say goodbye to messy kickoff handoffs. Sales data seamlessly initializes delivery workspaces, assigns accountable specialists, and launches automated intake workflows.

Automated Workspace Provisioning
Deploys customer dashboards, portal credentials, and task boards with zero human friction.
Self-Guided Client Intake
Guides the client through asset submissions with automated reminder triggers.
Milestone Tracking & Transparency
Maintains bi-directional updates so stakeholders always know project progress in real time.
Delivery Operations
100%
Sales Context Preserved
2.4x
Faster Time-to-Value
Trigger: Final Milestone Accepted
Transitions account into proactive Retain monitoring
Stage 04 Active Account → Loyal Advocate

Proactive Health & Loyalty Loops

Retain customers before churn risks emerge. Track engagement scores, automate satisfaction check-ins, and resolve support requests with complete lifecycle context.

Health Index Surveillance
Monitors usage velocity and flagging drop-offs for early customer success intervention.
Automated Review & NPS Triggers
Requests testimonials right after peak positive milestones to build brand social proof.
Unified Support Inbox
Equips support agents with the complete history across previous capture and deliver stages.
Retention Performance
94%
Client Retention Benchmark
4.9/5
Post-Delivery NPS Score
Trigger: High Satisfaction & Capacity Limit
Initiates expansion alerts for Grow stage upselling
Stage 05 Established Partner → Expanded Enterprise

Predictive Upsell & Referral Loops

Turn existing relationships into your most efficient growth engine. Surface expansion opportunities automatically and activate native referral flywheels.

Expansion Signal Detection
Identifies when accounts approach usage thresholds or require adjacent service capabilities.
Automated Referral Flywheel
Generates unique referral portals and distributes reward payouts upon successful invites.
Compound Lifecycle Restart
Loops new expansion deals directly back into Convert and Deliver pipelines seamlessly.
Expansion Metrics
+38%
Net Revenue Retention (NRR)
3.1x
Higher LTV per Account
Continuum: Expansion Deal Executed
Feeds new revenue directly into automated fulfillment

NATIVE INTELLIGENCE LAYER

AI that works inside your business,
Not in another tab.

You don’t write prompts or copy answers between tools. The AI lives inside the system that already has your contacts, your calendar and your offers, so it can actually do the work.

Picks up the phone

Conversational voice agents answer after-hours calls, qualify prospect requirements, capture structured intake notes, and advance deals through your pipeline without human delay.

Handles the routine

Executes context-aware Google review replies, auto-categorizes incoming support tickets, and cleans contact metadata so your staff focuses purely on revenue-generating conversations.

Answers and books

Instantly responds to inbound leads across SMS, web chat, and social channels, answers nuanced questions using your live knowledge base, and secures confirmed calendar bookings in seconds.

Writes the copy

Drafts hyper-tailored email nurture sequences, outbound outreach, and high-converting landing page headlines grounded in your real customer conversation history.

NATIVE INTELLIGENCE LAYER

AI that works inside your business,
Not in another tab.

You don’t write prompts or copy answers between tools. The AI lives inside the system that already has your contacts, your calendar and your offers, so it can actually do the work.

Picks up the phone

Conversational voice agents answer after-hours calls, qualify prospect requirements, capture structured intake notes, and advance deals through your pipeline without human delay.

Answers and books

Instantly responds to inbound leads across SMS, web chat, and social channels, answers nuanced questions using your live knowledge base, and secures confirmed calendar bookings in seconds.

Writes the copy

Drafts hyper-tailored email nurture sequences, outbound outreach, and high-converting landing page headlines grounded in your real customer conversation history.

Handles the routine

Executes context-aware Google review replies, auto-categorizes incoming support tickets, and cleans contact metadata so your staff focuses purely on revenue-generating conversations.

— From one to two hundred

Built for a team of one.
Ready for a team of two hundred.

The same system works whether you’re closing your first client or running a company with departments. Add users, locations, pipelines and permissions as you grow. Nothing to migrate later.

Starting out

One person, one offer

No time to waste. Activate a pre-built system, connect your calendar and payments, and take your first booking this week.

Growing team

Two to twenty people

Everyone sees the same pipeline, shares one inbox and stops asking “did anyone follow up with them?”

Established company

Departments and locations

Role-based access, reporting across the business, hundreds of clients, and one system your whole team works in.

— From one to two hundred

Built for a team of one.
Ready for a team of two hundred.

The same system works whether you’re closing your first client or running a company with departments. Add users, locations, pipelines and permissions as you grow. Nothing to migrate later.

Starting out

One person, one offer

No time to waste. Activate a pre-built system, connect your calendar and payments, and take your first booking this week.

Growing team

Two to twenty people

Everyone sees the same pipeline, shares one inbox and stops asking “did anyone follow up with them?”

Established company

Departments and locations

Role-based access, reporting across the business, hundreds of clients, and one system your whole team works in.

— Built for how your industry runs

Different business. Same backend problems.
A system built for each.

Pipelinr ships with pre-built systems for the way your business actually operates. Pick your industry to see yours.

Coaches & Practitioner

Launch funnels, client onboarding, courses and

community, pre-written and ready to activate.

Meet Copilot by Pipelinr.

Consultant & Solo Founders

Application funnels, proposals, contracts and a

client portal that makes a one-person business

feel like a firm.

Marketing & AI Agency

Client accounts, branded reporting, and the

automations you sell to clients running inside

your own business too.

Law Firms & Professional Services

Intake, consultation booking, engagement

letters and follow-up that never lets a matter go

quiet.

Healthcare, Pharmacy & Biotech

Appointment reminders, intake forms, review

management and patient or partner

communication in one place.

Local & Service Business

Missed-call text-back, online booking, review

requests and reactivation campaigns that keep

the calendar full.

— Built for how your industry runs

Different business. Same backend problems.
A system built for each.

Pipelinr ships with pre-built systems for the way your business actually operates. Pick your industry to see yours.

Coaches & Practitioner

Launch funnels, client onboarding, courses and

community, pre-written and ready to activate.

Meet Copilot by Pipelinr.

Consultant & Solo Founders

Application funnels, proposals, contracts and a

client portal that makes a one-person business

feel like a firm.

Marketing & AI Agency

Client accounts, branded reporting, and the

automations you sell to clients running inside

your own business too.

Law Firms & Professional Services

Intake, consultation booking, engagement

letters and follow-up that never lets a matter go

quiet.

Healthcare, Pharmacy & Biotech

Appointment reminders, intake forms, review

management and patient or partner

communication in one place.

Local & Service Business

Missed-call text-back, online booking, review

requests and reactivation campaigns that keep

the calendar full.

— You can run this yourself

Software you can set up on your own.
Answers waiting when you want them.

Pipelinr comes pre-built. You’re customizing systems, not building them. And when a question comes up, the answer is already there.

Pre-built systems library

Funnels, pipelines, email and text sequences, onboarding flows and booking calendars, already written and wired. Fill in one setup form and your details populate everywhere.

Pipelinr University

Short, step-by-step trainings for every part of the platform. Watch the one you need, do the thing, move on.

24/7 chat support

A real answer at 2 a.m. or 2 p.m. Ask inside the app, get unstuck, keep going.

Twice-weekly office hours

Live sessions twice a week. Bring your screen, your question or your half-finished funnel.

— You can run this yourself

Software you can set up on your own.
Answers waiting when you want them.

Pipelinr comes pre-built. You’re customizing systems, not building them. And when a question comes up, the answer is already there.

Pre-built systems library

Funnels, pipelines, email and text sequences, onboarding flows and booking calendars, already written and wired. Fill in one setup form and your details populate everywhere.

Pipelinr University

Short, step-by-step trainings for every part of the platform. Watch the one you need, do the thing, move on.

24/7 chat support

A real answer at 2 a.m. or 2 p.m. Ask inside the app, get unstuck, keep going.

Twice-weekly office hours

Live sessions twice a week. Bring your screen, your question or your half-finished funnel.

— Why it works

We didn’t learn operations from a software dashboard.We ran them.

Pipelinr comes pre-built. You’re customizing systems, not building them. And when a question comes up, the answer is already there.

20

years running operations

90

employees at peak

3

continents, one system

— Why it works

We didn’t learn operations from a software dashboard.We ran them.

Pipelinr comes pre-built. You’re customizing systems, not building them. And when a question comes up, the answer is already there.

20

years running operations

90

employees at peak

3

continents, one system

— Join now

New members get a seat in the SaaSy Lab.

Sherist, Pipelinr’s founder, is building an AI-powered business in the open. In the SaaSy Lab she shares what she’s building, what’s working and how to do it inside your own account. Join Pipelinr now and you’re in.

— Join now

New members get a seat in the SaaSy Lab.

Sherist, Pipelinr’s founder, is building an AI-powered business in the open. In the SaaSy Lab she shares what she’s building, what’s working and how to do it inside your own account. Join Pipelinr now and you’re in.

PRICING

Because I want the Brain in first. That simple. Everything I build afterward works better when you already have the foundation.

Also... I need us to stop spending $47 on random shit somebody on Instagram swore was going to transform our business. 😂 Use the $47 to actually build something.

There are other ways to work with me afterward. Of course there are. I'm running a business. But this Bootcamp needs to be valuable if you never buy another thing from me. Period.

BUSINESS

$197/mo

  • 7-Day Free Trial

  • 2-Call Onboarding Process

  • CRM + Pipeline Management

  • Unlimited Contacts

  • Websites, Funnels & Landing Pages

  • Forms, Surveys & Lead Capture

  • Email, SMS, and Social Messaging (Unibox)

  • Calendar Booking & Automation

  • Invoicing, Payments, Contracts & eSignatures

  • Courses, Community & Client Portal

  • Automations & Workflows

  • Social Media Planner & Scheduler

  • Reputation Management + Missed Call Text Back

  • Affiliate Manager

  • Blogs + Website Chat

  • Pipelinr University

  • On-Demand Tutorials & Tech Training

  • 100s of Templates

Only 5 Available

SCALE

$997/mo

EVERYTHING in Business, plus

  • 1 hr a month Strategy Session with Sherist do discuss that months build

  • A dedicated team to build that months system

  • Priority support — go to the front of the line

  • 24/7 chat support

  • AI-assisted growth

Ready to scale with heart and system?

VERIFIED FOUNDER OUTCOMES

Proof It Scales.

Real operators across coaching, advisory, legal, and growth firms reclaiming 15+ hours weekly while elevating client satisfaction.

"Thank you, Sherist, for pushing us. Oh, my goodness it's been great. "

"Thank you, Sherist, for pushing us. Hello. oh, my goodness it's been, it's been great. So thank you, and to Alejandra. The videos, especially this last week were so spot on. Easy to follow like, Thank you. thank you, and thank you. “

- Angela Guse

"Alejandra just does her magic and goes in the background and fixes things, and everything starts to work. It's precious."

"Doing the 4 weeks online program, making us accountable and showing us what to do was invaluable to me. It really really helped me a lot. It was kind of like a hand holding, but in a different way.

- Sabrina Wellendorf

"Pipelinr made it easy for me to bring everything into one platform. "

"Pipelinr made it easy for me to bring everything into one platform. Pipelinr has truly helped me take my business to the next level, and I’m excited for 2024!“

- Bobbi McGrath

"Everything has been smooth sailing—I’m seeing sign-ups, getting emails, and watching the pipelinr work perfectly. It’s amazing!"

"Sherist, your team is amazing! Alejandra was so easy to work with and helped me split my emails by gender for the journals, which was a game changer. Since then,
everything has been smooth sailing—I’m seeing sign-ups, getting emails, and watching the pipelinr work perfectly. It’s amazing! I can now use it for all my projects. The team is professional, and everything is easy to understand. I’m really happy with the product and will definitely be back for more. Thanks for helping me get started!“

- B Von

"I was so grateful when Sherist and their team came into my life and I was able to be introduced to Pipelinr. I have been able to build a successful program"

"I was so grateful when Sherist and their team came into my life and I was able to be introduced to Pipelinr. I have been able to build a successful program. The name of the course is presence technique, and it incorporates community and drip fed learning online, which is so incredible. It has been very easy to navigate this process of building the course, and I am psyched about everything that is coming ahead, including Ruby and all of the other fun features."

- Beth Pollari

"Developing this platform for me has been amazing, and I’m now excited to be creative with my website and services. Thank you, Pipelinr, for making this journey so much easier and more enjoyable!"

"My name is Tara Momont, CEO of Rise into Wellness. As an RN and regenerative health practitioner, transitioning to an online practice was a huge shift. Pipelinr has completely transformed my business, before, I wasn’t comfortable with tech, but now I can create landing pages, host webinars, and automate services—all from one platform. Pipelinr handles everything, from sending Zoom links to automating reminders, saving me time and stress. The staff around it is very informative and helpful. And developing this platform for me has been amazing, and I’m now excited to be creative with my website and services. Thank you, Pipelinr, for making this journey so much easier and more enjoyable!“

- Terra Momont

"I'm just really grateful for all of your help and support and and then also, of course, this community, because everybody here is really supportive. So thank you!"

"I just want to thank you and Alejandra for all your help. When I first signed up, I was overwhelmed, but I knew this was the right step. October has been a game-changer—I've been able to focus and get my cohorts up and running. My landing pages are done, and everything looks amazing! So I'm just really grateful for all of your help and support and and then also, of course, this community, because everybody here is really supportive. So thank you!"

- Ariel Provasoli

TRANSPARENCY FIRST

Before You Start.

Adopting an operational operating system is a serious strategic commitment. We believe in complete transparency around data sovereignty, technical onboarding, and team governance before you connect a single pipeline.

Direct Engineering Support: Every implementation includes architecture review and assisted schema mapping with zero vendor lock-in.

Do we need specialized engineers or IT resources to deploy Pipelinr?

No. Pipelinr is designed for operations leads and growth managers. Pre-built connectors, visual pipeline logic, and automated schema discovery allow teams to go live in under 48 hours without dedicated developers or custom middleware scripting.

What happens to our customer data and logs if we ever decide to leave?

You retain 100% data sovereignty. All raw event streams, interaction histories, and generated pipeline maps can be exported instantly in standard JSON/CSV formats or synced continuously to your private data warehouse (Snowflake, BigQuery, PostgreSQL).

Are we locked into proprietary data structures or isolated tooling?

Not at all. Pipelinr operates on an open-architecture paradigm. It acts as an intelligent orchestration layer on top of your existing CRM, communication stack, and analytics engines rather than forcing an expensive rip-and-replace migration.

How does Pipelinr manage access control and governance across larger teams?

Enterprise-grade role-based access control (RBAC), multi-workspace isolation, and granular permission sets ensure team members only access what they manage. Detailed audit trails log every automated trigger and manual intervention.

How difficult is it to migrate active customer pipelines from legacy CRMs?

Our guided migration engine imports legacy pipelines, tag structures, and contact journeys in minutes. Parallel execution modes allow you to validate Pipelinr automation alongside your legacy setup before fully switching over.

READY TO SCALE

Give Your Business
An Operating System.

Join growth-focused teams unifying their lead pipeline, client operations, and automation in minutes.

No credit card required • No contracts. Cancel anytime.