The new-business pipeline for small agencies and studios

Every lead followed up. Nothing goes to a prospect without you.

Every deal, follow-up, proposal and cold-email sequence in one place — with a morning queue that tells you exactly who to call, and a forecast you can take into a meeting.

Free during early access · No card needed · Set up in a minute
Why teams switch

Deals do not die from a no. They die from a follow-up that never happened.

Keep Pipeline is built around that one fact. It tells you who to call this morning, keeps the money in view, and does the chasing you would not get to.

Today

Start every morning knowing exactly who to call.

The queue sorts your work by what will slip first — overdue, due today, this week, no date, gone quiet. Clear it and the day’s new business is done.

  • One tap to log a touch, mark it done or snooze it a day, three days or a week.
  • A printable call sheet with phone numbers for a calling block.
  • A morning digest in your inbox on weekdays, only when there is something to do.
  • Deals with no next step are surfaced before they go cold.
Numbers & plan

Walk into the forecast meeting with a number you can defend.

Contract value times the probability of the stage it sits in, calculated the same way on every screen, with month-on-month movement from a nightly snapshot. Set a target and the funnel maths tells you how many leads to add.

  • Weighted forecast, monthly retainer at stake and its annualised value.
  • Funnel, offer, lead-source and per-rep charts, each with a table twin.
  • A sales plan that works the funnel backwards from the target you set.
  • Stage weightings you tune from your own close data.
Proposals

Send the proposal while the conversation is still warm.

Pick the deal, pick the offer, and the quote is written on your letterhead with VAT done — as a PDF or a link. The moment the client opens it, the deal comes back to the top of today.

  • Your logo, colour, tagline and closing line on every page.
  • Single-use links that tell you when, and how often, it was read.
  • A validity date built in, so stale pricing is never honoured by accident.
Sequences

Let the sequence do the chasing, until a human should take over.

Cold-email steps that go out as the deal owner and stop the instant someone replies, bounces or unsubscribes. Import an Apollo list and every lead with an address can be enrolled on the spot.

  • Replies land on the deal as activity and pull it into today.
  • Bounces and unsubscribes are handled for you, every time.
  • Duplicates are skipped on import, so re-importing a list is safe.
  • Sending only starts once your email address is confirmed.
Pipeline, team & brand

Every deal at a glance, your team on it, your name on everything a client sees.

Ten stages from lead to won, as a table you can sort by weighted value or a board you can drag. Invite the team, give each person a role, and put your letterhead on every proposal and email that leaves.

  • Drag a card into Won and the close is dated and the 90-day upsell diarised.
  • Admins and reps; every change logged against the deal.
  • Works on your phone between meetings, one stage at a time.
  • Export every deal and every touch as CSV, whenever you want.
How it works

Working by lunchtime.

1

Create your pipeline

Company, name, email, password. You are in before the kettle boils, and the confirmation link unlocks sending.

2

Add your deals

Drop in an Apollo CSV or add deals by hand. Upload your logo and colour so proposals leave on your letterhead.

3

Work the queue

Open Today each morning, clear it, and watch the forecast move. Nothing goes to a prospect without you.

Pricing

Free during early access. Simple pricing after it.

Prices in Rand, excluding VAT. Hosting is month to month; set-up is once.

Early access

Free

R 0for now

Run your whole pipeline today and pay nothing while we build it with you.

  • Every feature, no trial clock
  • Your letterhead on proposals and emails
  • Unlimited deals, proposals and sequences
  • Daily backups and CSV export
Create your pipeline

We will tell you well before early access ends. No card, no surprise.

After early access

Pipeline

R 149per month

Less than an hour of anyone’s time, for a pipeline nobody has to chase.

  • Hosted, backed up daily, kept up to date
  • Email sending included — fair use of 2 000 automated emails a month
  • Up to 10 people on the team
  • Month to month, cancel any time, take your data with you
Start free, upgrade later

Per organisation. Everyone on early access moves here with notice, never silently.

Done for you

Set up for you

R 5 000once

Live in about five working days without anyone on your team lifting a finger.

  • Letterhead, rate card, stages and weightings configured for you
  • Your Apollo or CRM list imported, duplicates cleaned
  • A training call for the team
  • 30 days of post-launch fixes
Talk to us

Half on go-ahead, half on go-live. Hosting as above.

Care plans, if you want a human on call

Support, maintenance and small upgrades, billed monthly on a three-month minimum. Ad hoc work at R 750 an hour in half-hour blocks.

Essential1 hour · R 650 / month
Growth3 hours · R 1 800 / month
Scale6 hours · R 3 300 / month
Ad hocR 750 / hour

Hours roll within the month, not across it. Everything above excludes VAT at 15%.

Questions

The ones we get asked.

Is it really free?

Yes, while we are in early access. You get everything, and we will give you plenty of notice before the Pipeline plan starts applying. No card is taken at sign-up.

Where is my data, and whose is it?

Yours. It is hosted in the cloud with daily backups, you can export every deal and every touch as CSV at any time, and we delete it on request when you leave. You remain the responsible party for your contacts’ information; we process it only on your instruction.

Can clients tell it is Keep Pipeline?

Proposals, proposal emails and the unsubscribe page carry your logo, colour and lines. A small “Sent with Keep Pipeline” credit sits in the footer.

Does it replace my email?

No. Sequences send as the deal owner and replies come back to you as normal, logged against the deal. You keep your inbox; the pipeline keeps the record.

Every lead followed up. Starting tomorrow morning.

Create your pipeline now and open Today when you get in.