The agency CRM where
everyone gets a seat
Agencies die by per-seat pricing: strategists, PMs, and founders all touch clients, but nobody wants to pay $90 a month so a project manager can read a thread. PipeBase is flat-rate — put the whole agency in the CRM and stop rationing context.
No credit card required. $99/month flat, unlimited users.
The short answer
PipeBase works as an agency CRM because its $99/month flat price covers unlimited users — account people, PMs, and leadership all see the same client record — and because proposals, e-signatures, email, calls, and texts happen inside the deal. A 15-person agency pays $1,188/year instead of the $5,000–$20,000/year per-seat CRMs charge at that headcount.
Built for how agencies actually sell
New-business pipeline
Track pitches from first coffee to signed SOW through stages you define. Forecast retainer revenue at a glance.
Proposals & SOWs signed in-tool
Send the proposal from the deal, watch it get opened, collect the signature — no DocuSign bill.
Unlimited seats
PMs, creatives, and founders ride along free. Handoffs from sales to delivery keep full history.
Every client thread in one place
Email sync with open tracking means the whole team sees where every conversation stands.
Nurture past clients
Sequences keep you in front of former clients and dormant leads — the cheapest new business there is.
Revenue reporting
Win rates by service line, pipeline by month, retainers vs projects — without exporting to a spreadsheet.
Per-seat pricing is an agency tax
Agency deals are team sports: the founder sells, an account director scopes, a PM inherits. On per-seat CRMs that means either paying $28–$90 per month for every person who might touch the record — $5,000–$17,700 a year at 15 people, HubSpot Professional with its onboarding fee at the top — or leaving most of the team outside the system, forwarding screenshots.
Flat-rate pricing removes the decision. Everyone is in, context is shared, and hiring your next strategist changes your CRM bill by zero.
From pitch to kickoff without changing tools
The messy handoff between “won” and “work begins” is where agencies leak goodwill. Because PipeBase keeps the proposal, the signed SOW, the email history, and the notes on one record, the delivery team starts with everything the pitch team knew — and the client never repeats themselves.