CRM

Know every account, move every deal.

Accounts, contacts, and leads with a pipeline view of every opportunity — from first touch to Won. Connected to the projects and tickets for the same customer.

See pricing
Leads
MC
Meridian Ridge Resort
Website form
New
Copperline Logistics
Referral
QualifiedConvert
ONE-STEP CONVERSION
Account+Contact+Opportunity
Created together — nothing re-typed.

Pipeline

Every opportunity, one stage at a time

Customizable pipelines and stages show exactly where each deal stands. Mark opportunities Won or Lost and keep the history that explains why.

Custom pipelines and stages
Model your sales process, not someone else's.
Won/Lost tracking
Close deals with outcomes you can report on later.
Opportunities · Pipeline
MC
Qualified2
Harbor & Birch
$18k
MC
Northvale Clinic
$32k
PN
Proposal1
Atlas Freight
$54k
DR
Won1
Lakeline Outfitters
$41k
MC
Same workspace as the projects and tickets for each account.

Leads

From lead to customer without re-typing anything

Capture leads, qualify them, and convert to an account, contact, and opportunity in one step.

Leads
MC
Meridian Ridge Resort
Website form
New
Copperline Logistics
Referral
QualifiedConvert
ONE-STEP CONVERSION
Account+Contact+Opportunity
Created together — nothing re-typed.

One-step conversion

Lead → account + contact + opportunity, with nothing lost in between.

Contacts and accounts

The full relationship record: people, companies, and every deal attached.

Tasks · Lakeline Outfitters
MC
KanbanListCalendar
New task
ID
Title
Status
Due
POR-138
Review invoice redesign
PN
In reviewToday
POR-142
Live order-status on client portalFrom ticket
MC
In progressAug 10
POR-131
Notifications digest emails
MC
In progressAug 14
POR-127
Portal auth refresh
DR
DoneJul 28
Add task

Connected

Sales that sees delivery, delivery that sees sales

The account you sold is the account you serve. Projects, tickets, and time entries live in the same workspace — so handoffs stop losing information.

Same workspace as the work
No export/import between your CRM and your delivery tools.
Per-project scoping
CRM data is permission-gated like everything else in Pinboard.

The full scope

Everything inside CRM

Relationships

  • Contacts & client records
  • Notes & activity history
  • Records linked to projects, tickets & hours

Pipeline

  • Deals & stages
  • Cadences & follow-up sequences
  • Pipeline views & filters

…and it keeps shipping. Everything is included in early access.

Better together

CRM shares a workspace with

Service Desk

Tickets, live chat, and an AI agent for your customers.

Projects & Tasks

Plan, assign, and track work across every project.

Time & Billing

Timesheets with AI-suggested entries and billable categories.

Early access

Put CRM to work for your team

Request early access and get the whole platform — free while in alpha.

Every app, per person · No credit card today · Free while in early access