PipelineSBM

Pre-Alpha · Waitlist Open

The CRM that
works for you.
Not against you.

One price. Every module. Your AI key. PipelineSBM replaces your CRM, helpdesk, projects, and AI subscription — with no lock-in and full data ownership.

Get Early Access — It's Free See the platform

Built on SupabaseDeployed on CloudflareBYOAIFull data export, always

app.pipelinesbm.com · CRM · Pipeline

Dashboard

CRM

Projects

Support

Knowledge

Reports

Activities

Portal

Pipeline

$42.8k

Open

Win Rate

34%

Avg Cycle

22d

Lead

Apex Retail

$4.2k

Birch Labs

$2.1k

Qualified

Meridian Law

$8.5k

Proposal

Crestwood RE

$12k

Won

Summit Foods

$5.8k

Replacing tools you're already paying for

HubSpotSalesforceMonday.comFreshdeskNotionZohoChatGPT Teams

The problem

SMBs are overpaying for
fragmented stacks.

The bill

Four to six disconnected tools — each with their own monthly invoice, onboarding fee, and support queue.

The AI lock-in

Your CRM's AI is their model, their pricing, their rules. You can't swap it, audit it, or own the output.

The exit tax

When you cancel, exports are buried, formats are proprietary, and years of contact history are held hostage.

The platform

Eight modules. One seat price.

Every feature ships in every tier. No hubs, no add-ons, no line-item surprises.

📊

CRM

Smart AI

Contacts, companies, deals, and a full kanban pipeline with activity tracking.

📋

Projects

Smart AI

Tasks, subtasks, time tracking, and project milestones across all your clients.

🎧

Support

Smart AI

Two-tier ticketing with SLA management and a white-label customer portal.

📚

Knowledge Base

Smart AI

Articles, categories, and automated ticket deflection for self-service support.

⚡

Activities

Cross-module log — calls, emails, meetings, and notes unified in one timeline.

📈

Reports

Smart AI

Sales forecasting, pipeline health, and team performance leaderboards.

🏠

Dashboard

Executive KPI summary, live activity feed, and AI-generated business highlights.

🌐

Client Portal

White-label portal on your domain — projects, tickets, and files for clients.

BYOAI

Your AI.
Your rules.

Connect any provider — OpenAI, Anthropic, Groq, or a self-hosted model. Your key stays yours. We never store it in plaintext, never resell your usage, and never lock you into one vendor.

OpenAIAnthropicGroqMore soon

AI Integrations — SettingsActive

OpenAI GPT-4oActive

Anthropic ClaudeConnect

Groq LLaMA 3Connect

Platform fallback key active — overridden when you provide your own.

The switch

See what you'd save.

Drag the slider to your team size.

Team size10 seats

12550

HubSpot Pro

$1,000/mo

$100/seat

Salesforce Pro

$1,000/mo

$100/seat

Zoho Pro

$230/mo

$23/seat

PipelineSBM Pro

$230/mo

$23/seat

$770/mo savedvs HubSpot at 10 seats — that's $9,240/yr

Comparison

Everything they charge extra for. Included.

Feature	HubSpot	Salesforce	Zoho	PipelineSBM
CRM + pipeline	✓	✓	✓	✓ Included
Project management	Extra hub	✗	Add-on	✓ Included
Helpdesk / ticketing	Sep. hub	Extra cost	Sep. product	✓ Included
Knowledge base	Content hub	✗	✓	✓ Included
Bring your own AI	✗	✗	✗	✓ Unique
White-label portal	Enterprise	Extra cost	Add-on	✓ All tiers
One-click data export	Limited	Limited	✓	✓ JSON + CSV
API access	Pro+ only	Extra cost	✓	✓ All tiers
Month-to-month billing	Annual req.	✓	✓	✓ Always
Onboarding fee	$1.5k–$7k	Required	None	None

Competitor data from published rates, March 2026.

Pricing

Simple pricing. All features. Every tier.

Starter

$15/seat/mo

Billed monthly · save ~17% annually

✓All 8 modules
✓BYOAI
✓Data export
✓API access
✓Annual option
✗Priority support
✗HIPAA BAA

Get Early Access

Your CRM, powered by your AI.

Try a live preview with sample data — tap a prompt chip to see it in action.

PipelineSBM AIConnected

Try one of the prompts below →

Connect your API key in Settings → AI Integrations

Early feedback

Built for owners who wear every hat.

“[ Testimonial pending — from pre-alpha tester ]”

Early Tester A

Placeholder Company

“[ Testimonial pending — from pre-alpha tester ]”

Early Tester B

Placeholder Company

“[ Testimonial pending — from pre-alpha tester ]”

Early Tester C

Placeholder Company

Waitlist

Join the early access list.

We're onboarding the first 500 businesses personally. Drop your email and we'll reach out when your spot opens.

The CRM thatworks for you.Not against you.

SMBs are overpaying forfragmented stacks.

The bill

The AI lock-in

The exit tax

Eight modules. One seat price.

CRM

Projects

Support

Knowledge Base

Activities

Reports

Dashboard

Client Portal

Your AI.Your rules.

See what you'd save.

Everything they charge extra for. Included.

Simple pricing. All features. Every tier.

Your CRM, powered by your AI.

Built for owners who wear every hat.

Join the early access list.

The CRM that
works for you.
Not against you.

SMBs are overpaying for
fragmented stacks.

Your AI.
Your rules.