The CRM that works as hard as you do.
PIP scores your leads, summarizes every call, and tells you exactly who to contact next — so you spend less time on admin and more time closing.
MRR
$18,400/mo
Pipeline
$42,000
Win Rate
68%
PIP
Proxy Intelligent Partner
Built for your type of business
PIP adapts its language, pipeline stages, and AI coaching to match how you actually sell.
Close more retainers.
- ✓AI-scored leads ranked 1–10
- ✓Call summaries + next actions
- ✓MRR and pipeline tracking
- ✓Proposal follow-up reminders
Convert more trials.
- ✓Track every trial and prospect
- ✓Membership pipeline stages
- ✓Trial-to-member conversion rate
- ✓Membership goal tracking
Win more quotes.
- ✓Quote pipeline management
- ✓Recurring client tracking
- ✓Job follow-up automation
- ✓Revenue per client analytics
Everything in one place
No more switching between tools. PIP-SMB handles your whole sales workflow.
Ask PIP
Your AI sales assistant. Ask anything — daily briefings, who to call, pipeline health, email drafts. Works with voice too.
AI Lead Scoring
Every contact gets scored 1–10 by Gemini based on their call history, deal stage, and engagement. Call hot leads first.
Call Logging
Log calls with notes or upload recordings. Gemini transcribes, summarizes, and suggests the exact next step.
Revenue Dashboard
MRR, pipeline value, win rate, and deal history in real time. Set monthly or yearly goals and watch your progress bar fill.
Calendar
Day, week, month, and year views. Log personal events alongside client meetings. Google Calendar sync coming soon.
Goal Tracking
Set yearly targets — PIP back-calculates what you need each month. Dashboard shows live progress bars in green, amber, or red.
Up and running in minutes
No training. No consultants. No 6-month rollout.
Pick your business type
Tell PIP whether you run a sales team, gym, or cleaning company. It sets up your pipeline stages, labels, and AI coaching automatically.
Add your leads
Import contacts or add them one at a time. Log your first call and watch Gemini score the lead and suggest next steps instantly.
Let PIP run the game
Ask PIP for your daily briefing. It tells you who to call, what to say, and how your pipeline is tracking against your goals.
Your AI co-pilot, always on.
Ask PIP anything about your business — in text or by voice. It knows your pipeline, your leads, your goals, and your call history. Daily briefings. Follow-up drafts. Who to call next. All in seconds.
- ✓Works with push-to-talk voice — hands-free on the go
- ✓Knows your full pipeline and lead history
- ✓Drafts emails and follow-up messages instantly
- ✓Tracks your goals and tells you if you're on pace
Ready to close more with less effort?
Set up takes 2 minutes. No credit card required.
Start free →Already have an account? Sign in