PipeLine 24
PRIVATE CLOUD CRM
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Features
Core modules
Orders
The core module of the platform.
Dynamic views — you choose which fields are visible to which users
Filtering — find any customer at any time
Change history — no event goes unnoticed
Card open history — investigate incidents and monitor how staff work with records
Delivery — track shipments and move orders through the pipeline automatically
Documents — generate the paperwork you need on the fly
Cart — line items, commissions, discounts, and revenue in one place
Import/export — work with orders in spreadsheets for analysts
Catalog
Build product and service lists the way that fits you best
Categories — work with the catalog by category
Activity — enable or disable items as needed
Bulk operations — import batch updates from Excel
Dispatch
Clear view of assignee workload
Assign orders to team members
Monitor workload
Visual analytics aligned with your pipeline
Monthly planning horizon
Filter orders by geography and status
Reports
Five in-depth reports
Filters — date range, sources, users, and more
Fresh data — reports are built live and reflect the current state of your business
Drill-down — sub-status views for a fuller picture
Users
Powerful role system
Departments — group users for easier management
Online — see who is active and for how long
Geo — track field staff on the map and review movement through the day
Orders — tailor the order card per role
Status transitions — you define which moves each role can make
Strict hierarchy — users only see roles they are allowed to see
Active hours — limit when users can work
Allowed IPs — allowlist addresses users may sign in from
Configuration
You define how the system behaves
Flexibility — you define entities end to end, without rigid presets
Pipeline — flexible rotation based on your entities and settings
Notifications — SMS or Telegram by events on the order card
Quick comments — preset snippets for faster work
Logging
Monitor every event in the system
Transparent processes
Inspect every change
Investigate incidents
Analytics
Three slices with five projections each
Coverage — five projections for a detailed view of your business
Filters — sources, staff, statuses, and more
Finance
Your success in numbers
Payouts — calculate compensation with flexible rules
Balance — monitor the financial health of your business
Payment control — no partner slips through the cracks
Expenses — track and analyze spending
Geo
Extra dispatch tooling
Users — track location and movement
Customers — explore the geography of your work
Mobile
No boundaries
Work from anywhere
Great UX for field teams
Full functionality on every platform
Integrations
Public API
Public API — documented schemas for deep integration: accept orders, notify partners, and more
Web — embed Pipeline 24 on your sites: messages, reviews, orders, analytics
Import/export — export entities to universal formats for Excel, LibreOffice, Google Docs; import the same way
Long-term support
A partnership built to last
Updates delivered — fixes and improvements reach your projects quickly
Modern stack — no compromises on performance; we know speed matters for your team
And much more
These are the main modules — many more tools make your work easier and keep us building. Pipeline 24 evolves with your needs and feedback.
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