Pipeline CRM Built for
Plumbing and HVAC Contractors

Pipeline CRM makes it simple to manage everything about a job 

from estimates to happy customers — all in one place.

The number of moving parts and workers involved in a project can easily overwhelm even the most organized HVAC and plumbers. Now, multiply that by several parallel projects, and you need a reliable plumbing CRM solution that guarantees nothing leaks from your sales pipeline. 


Keep track of schedules, tasks, inventory, and other administrative work with Pipeline CRM.

No credit card required.

CRM for Plumbing and HVAC

CRM for Plumbers and HVAC Contractors

Pipeline is here for you and your team

Know what bids are in the works.​

Keep track of what bids and estimates are in the works all in one place. When you close a new deal, put it at the top of mind for the crew handling it to ensure a smooth handoff. Pipeline CRM helps you to plan ahead for upcoming jobs to integrate them into your current routes and make sure they get the resources they need. See all of our CRM features.


Manage everything about a job in one place.​

Manage your accounts and record every interaction to ensure a job well done. Keep track of resources, timelines, and customer expectations in one integrated job profile. Track a deal from estimate to completion in a centralized location so those who need it can access it.

Customer stories

What Our Valued
Customers Are Saying

Jeff Vaughn

Jeff Vaughn,
Vice President of Sales at Trailer Bridge

“Our sales process is so streamlined that we increased productivity 100%

Customer stories

What Our Valued
Customers Are Saying


Marco Kristen,
Marketing Director at TENMAT

“Our sales went up 30% with the same amount of people and resources”

Customer stories

What Our Valued
Customers Are Saying


Kim Hicks,
Sales Administrator at Cornerstone Flooring

“With Pipeline, we’re closing deals much faster and communicating better.”

work better

Ready to win more bids?
You don't have to take our word for it.

Go ahead and read success stories from our customers who adopted our CRM software as their CRM.
david creation 100

Contractor Industry​

Washington D.C. based marketing consulting firm, A David Creation, has helped a loyal customer base of painting contractors reach their sales & marketing goals by introducing Pipeline CRM.

webfoot 100

Painting & Construction Industry

Pipeline CRM has helped Webfoot Painting sustain 35% year-over-year growth on its journey to become one of Central Oregon’s premier painting and construction firms.
underpinning 100

Contracting Industry​

Bay Area Underpinning increased sales 15-20% by using Pipeline CRM.

CRM software helps plumbers keep all business operations on track.


With so much scattered information to manage from various projects, it’s easy to get lost. But with a CRM, plumbers will always have the clearest visibility to meet the goals.


For example, you can use CRM to evaluate leads carefully and see which ones still need an extra push and which are ready to close. Then, you can assign tasks based on the team’s capacity, manage inventory and delivery dates, and collaborate to tackle the roadblocks together. All things plumbers need to finish a project efficiently and timely are available in a CRM.

Our industry-specific features and simple interface makes Pipeline CRM a valuable tool for plumbers.


The mobile CRM app allows your field workers to easily access, edit, and communicate with the team and clients without boundaries. Every change on the project will be automatically recorded and notified. Not only does this streamline project management but also other administrative tasks, such as invoicing. 


Furthermore, Pipeline CRM is designed with a user-friendly navigation system. We ensure zero adoption friction so that everyone can reap the benefits from the start. 

💡 See how Pipeline CRM has helped contractors skyrocket their growth. Read their success stories here.

Pipeline CRM offers tailored features that enhance your plumbing business, including:

  • Custom deals and tags: from attaching multiple contacts to one deal to adding unique tags and reminders about important or idle deals—Pipeline CRM ensures no leads leak from your sales pipelines.
  • Unlimited document storage: collect and store sales and project documents in one easy-to-access place without limit or extra costs.
  • Detailed reports and goal tracking: view all sales activities from any time period. Analyze them to come up with strategic actions that strengthen your customer relationships.