Orders
The core module of the platform.
- Dynamic views — list or kanban for orders; 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 — postal shipments, tracking, and blanks in the order card and via API
- Files — store any attachment type and work with Word and Excel without leaving the CRM
- Cart — line items, commissions, discounts, and revenue in one place
- Import/export — work with orders in spreadsheets for analysts
Corporate chat
Internal messenger for your team
- Channels and DMs — discuss work without external messengers
- Attachments — share files right in the conversation
- Activity log — message history stays under control
Contact center
Handle customer requests in one workspace
- Lines and channels — Telegram, WhatsApp, Instagram, Max, and other entry points
- Unified inbox — operators work from a single interface
- Linked to orders — conversations stay connected to customers and deals
- SLA and notifications — configured in the Automation module
Delivery
Postal delivery and shipment management via the Pipeline 24 API.
- Types and providers — senders, delivery types, and carriers for your scenarios
- Tracking — shipment status in the order card and via API
- Post blanks — print from the order card or API
- Pipeline 24 API — create and manage deliveries from external systems
Automation
Sales funnel, SLA, and visual scenarios for orders and the contact center.
- Sales funnel — flexible order rotation and return-to-work flows based on key events
- SLA — order rules and timers (first contact and other checkpoints), with deadline alerts
- Scenario builder with triggers on orders and contact-center conversations
- Push/SMS/Telegram/HTTP notifications, status changes, delayed actions, and schedules
- Run journal and debugging (dry-run)
- A contact-center plan without the Automation module does not provide chat SLA or notifications
Files
A unified file store inside the CRM
- Any file type — documents, spreadsheets, images, and other attachments in one place
- Word and Excel — open and edit documents and spreadsheets without leaving Pipeline 24
- Teamwork — share files and use them in orders and other modules
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
- 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.