See every deal.
Close every
opportunity.
A Kanban-style sales pipeline showing exactly where every prospect stands — from first contact to closed deal — with automations that move cards and send follow-ups without manual tracking.
CRM pipelines included on every plan · Even free · No HubSpot needed
A bird's-eye view of
your entire sales process
A CRM pipeline in SystemeScale is a Kanban board where every prospect becomes a deal card, and each column represents a stage in your sales process. You see exactly where every lead is — from "New Lead" to "Deal Won" — in a single glance. Drag cards between columns as prospects progress, add notes after every call, and set up automation rules that move cards and trigger follow-ups automatically when a contact books a call, opens a proposal, or makes a purchase. Because the CRM lives inside SystemeScale, every deal card is a real contact already in your email list.
A pipeline for every
high-touch business
Anytime you close deals through conversation — not just a checkout link — you need a pipeline so no opportunity slips through the cracks.
Track every coaching applicant from first expression of interest to signed agreement. Never forget to follow up. See at a glance who needs a call and who is ready to close.
Manage every prospective client from initial enquiry through scoping, proposal, negotiation, and onboarding — without losing a single promising conversation in your inbox.
Track every warm prospect through your launch funnel. Know how many watched, clicked, and enrolled — and follow up individually with those who didn't.
Manage complex consulting engagements with long sales cycles. Document every conversation, track where each prospect is, and automate follow-ups so nothing ages in a forgotten column.
Every CRM feature your
service business needs
No HubSpot. No Salesforce. No Pipedrive. Every feature below is native to SystemeScale — included on every plan from free upward.
Kanban Pipeline Board
See every deal in every stage on one visual board. At a glance, know how many leads are in each stage, the total pipeline value, and which deals need attention — without scrolling through a contact list.
Custom Deal Stages
Replace the default six stages with your own workflow — Application, Discovery, Proposal, and Close — or something entirely bespoke. Add, rename, or reorder any stage in seconds.
Pipeline Automation
Move deal cards automatically when a contact books a call, submits a form, makes a purchase, or clicks a link. The pipeline reflects reality without manual updates after every interaction.
Deal Notes & Activity History
Log every call, meeting, and conversation on the deal card. See the full activity history — emails sent, funnel pages visited, purchases — with timestamps. Walk into every follow-up with complete context.
Native Contact Integration
Every deal card is a real contact in your SystemeScale account. When a deal moves to "Won," the contact can be automatically enrolled in an onboarding sequence and granted course access in one automation.
Pipeline Value Tracking
See the total monetary value of deals in every stage. Know how much revenue is sitting in "Proposal Sent," how much you've won this month, and where your biggest deals are currently stuck.
Every deal has
a full story.
All in one card.
A deal card isn't just a name on a board. It's a complete record of everything that's happened with that prospect — emails exchanged, funnel pages visited, calls logged, notes added, and stage history tracked. Open any card before a follow-up call and you have the full picture in 30 seconds.
- ✓Contact details — name, email, phone, company
- ✓Deal value — set the expected or agreed deal size per card
- ✓Stage history — when the card moved and how long in each stage
- ✓Activity log — emails sent, funnels visited, purchases made
- ✓Internal notes — log calls and meetings with timestamps
- ✓Tags — segment and filter deals by type, priority, or source
- ✓Direct actions — send email, book call, move stage from the card
Your pipeline updates
itself. You focus on
closing.
The most time-consuming part of managing a pipeline is keeping it current. Most salespeople update their CRM after every interaction — 30–60 minutes a day that often gets skipped. SystemeScale's automations update your board automatically when contacts take actions, so the pipeline always reflects reality without manual effort.
- ✓Form submitted → add to pipeline at "New Lead" stage
- ✓Call booked → move to "Call Booked" + send confirmation automatically
- ✓Proposal email opened → move to "Proposal Viewed" + alert you
- ✓Purchase made → move to "Deal Won" + start onboarding sequence
- ✓Deal aged 7+ days with no activity → trigger re-engagement email
- ✓Uses the same automation builder as email and funnels — no extra tool
Start from a proven
pipeline. Customise
in minutes.
You don't need to design your sales process from scratch. SystemeScale gives you purpose-built pipeline templates for the most common service business models — ready to use immediately and easy to adapt to your workflow.
- ✓Six pre-built templates for coaching, agency, consulting, and launch pipelines
- ✓Each template includes recommended stages, deal value fields, and default automation rules
- ✓Rename stages, add or remove columns, adjust the workflow in one click
- ✓Create multiple pipelines for different services or offer types
- ✓Default automation rules activate the moment a contact enters the pipeline
Why pay $50/month for a
CRM with no funnels
or email?
HubSpot CRM charges $20/seat/month for pipeline features alone — with no built-in email marketing, funnels, or courses. SystemeScale includes all of that on the free plan.
| HubSpot CRM | SystemeScale ⭐ | Pipedrive | GoHighLevel | |
|---|---|---|---|---|
| Starting monthly cost | $20/seat/mo+ | $0 Free plan · Full CRM | $14/seat/mo+ | $97/mo |
| Kanban pipeline board | ✓ | ✓ | ✓ | ✓ |
| Custom deal stages | ✓ | ✓ | ✓ | ✓ |
| Pipeline automation rules | Paid plans only | ✓ Free plan | Advanced only | ✓ |
| Email marketing built-in | Separate Hub | ✓ Same account | — | ✓ |
| Sales funnels built-in | — | ✓ | — | ✓ |
| Online courses built-in | — | ✓ | — | Add-on |
| Deal → purchase automation | Via integration | ✓ 1 account native | Via Zapier | ✓ |
| Contact same as email subscriber | Sync needed | ✓ Same record | — | ✓ |
| Free plan with full pipeline | Basic only | ✓ Full CRM free | 14-day trial | — |
The CRM that works with
your whole business
Three reasons coaches, consultants, and agency owners move from HubSpot and spreadsheets to SystemeScale's pipeline.
Fully Integrated
Your CRM contacts are the same contacts in your email lists, funnels, courses, and automations. When a deal moves to "Won," a single automation tags them, sends the welcome email, grants course access, and starts the onboarding sequence — all in one connected system.
Simple By Design
You don't need a CRM administrator or a week of onboarding. The Kanban board is intuitive — add a card, drag it between stages, add a note. The pipeline automation uses the same builder you already use for email. If you can write an IF/THEN rule, you can automate your pipeline.
Free to Start
HubSpot charges $20/seat/month before you get meaningful pipeline automation. Pipedrive starts at $14/seat. SystemeScale includes a full Kanban CRM pipeline with automation on the forever-free plan. You pay only when your business needs the higher-tier features.
Deals closed that
would have been forgotten.
Coaches, consultants, and agency owners who replaced guesswork with a pipeline — and stopped letting warm leads go cold.
Before the pipeline, I managed leads in a WhatsApp group and a spreadsheet. I lost a deal because I forgot to follow up. I set up the CRM pipeline in one afternoon and it showed me 11 leads I hadn't contacted in over a week. I followed up with all of them. Three converted. The pipeline didn't generate new leads — it just stopped me from ignoring the ones I already had.
We were using HubSpot for the pipeline and Mailchimp for email. The two never spoke properly. When we closed a deal in HubSpot, someone had to manually add the client to the onboarding sequence in Mailchimp. I moved everything to SystemeScale. Now when I drag a card to "Deal Won," the onboarding sequence starts, the client gets course access, and I get a notification — all from one automation. My onboarding time went from 45 minutes to 4.
The pipeline automation is what sold me. When a prospect books a discovery call, they automatically move from "New Lead" to "Call Booked" and get a preparation email. When I close a deal, they move to "Won" and an onboarding email fires. I haven't manually updated my pipeline or sent a single welcome email in three months. The system just does it.
Full CRM pipeline.
Every plan. Including free.
Build your pipeline, automate your follow-ups, and close more deals — on the forever-free plan or any paid tier.
Every question answered
before you start
The questions coaches, consultants, and agency owners ask before setting up their first CRM pipeline in SystemeScale.
A CRM pipeline is a Kanban board where columns are sales stages and cards are deals. You create custom stages — New Lead, Discovery Call, Proposal Sent, Negotiating, and Deal Won — and drag deal cards between columns as prospects progress. Because the CRM is built into SystemeScale, every deal card is a real contact already in your email and automation system. You can add internal notes, log activity, set deal values, and trigger automated follow-ups directly from the pipeline — without switching to a separate tool. CRM pipeline guide →
Yes — and this is one of the most powerful aspects of SystemeScale's CRM. Because the pipeline is natively connected to your automations, you can set rules that move deal cards automatically when a contact takes a specific action. Examples: form submitted → add to "New Lead"; call booked → move to "Call Booked"; purchase completed → move to "Deal Won" and start onboarding. The pipeline always reflects the current state of your deals without you updating it manually after every interaction. Automation guide →
- Manually: Go to CRM → Pipelines, navigate to the stage you want, and click "Add a Contact."
- Automatically: Set an automation rule with a trigger (form submitted, call booked, tag added) and an action of "Add contact to pipeline at [stage]." For high-volume lead capture such as webinar registrations or opt-ins, automation is the recommended approach so no lead ever gets missed. The contact enters the pipeline the moment the trigger fires.
Yes. You can create as many pipelines as you need — one for your high-ticket coaching sales, another for your agency client pipeline, another for tracking course launch leads, and another for partnership outreach. Each pipeline has its own stages, deal cards, and automation rules. All pipelines share the same contact database, so a person can appear in multiple pipelines with different deal contexts. This is useful when a coaching lead later becomes a candidate for a referral partnership, for example.
For coaches, consultants, and service business owners selling high-ticket offers through conversation — yes, for most purposes. SystemeScale's CRM connects natively to funnels, email sequences, booking calendar, and automations in one account. When a deal moves to "Won," the same action can instantly enrol the buyer in an onboarding sequence and grant course access — without any integration. HubSpot and Pipedrive are standalone CRMs requiring separate tools to replicate this. The honest trade-off: HubSpot and Pipedrive offer deeper reporting, more customisable deal fields, and better multi-rep sales analytics for teams with complex attribution needs. SystemeScale's CRM is designed for individual coaches and small service teams who need clean pipeline tracking that actually connects to their marketing and delivery systems.
CRM pipelines are included on all plans including the forever-free plan. Custom stages, automation rules, deal notes, and pipeline analytics are available from free upward. The differences between plans relate to the number of contacts you can store (2,000 on free, 5,000 on Startup, 10,000 on Webinar, unlimited on Unlimited) — not to CRM access itself. Full plan limits →
The deals in your inbox
deserve a
proper home
Every lead you're currently tracking in WhatsApp, in your inbox, or in a spreadsheet is a deal waiting to slip through. A pipeline costs nothing to set up on SystemeScale. What it gives back is visibility, discipline, and automation that follows up before leads go cold.
Free forever plan · Full CRM pipeline · No credit card required