Nothing to install
The softphone runs in the browser. No handset, no desktop app, no separate dialer licence. Open the CRM and the phone is already there.
CRM and phone, one system
The phone rings. You already know who it is.
The CRM and the phone are not two products wired together. They are the same system. A web softphone lives in your browser, so there is no separate dialer to buy and no second address book to keep in step. The moment a call rings in, who is calling, their company, their history and your recent conversations are on the screen.
No separate dialer. No separate CRM. ↘
The screen pop
Live caller info, the instant it rings.
A number on its own tells you nothing. PipelinePete matches the caller to your records before you pick up and puts the useful part in front of you: the person, the company, the open deal and where you left off. You answer informed instead of scrambling.
- Caller matched to your CRM as the phone rings
- Name, company and job title up top
- Open deal and its stage
- Recent conversations across every channel
- Answer, add a note or decline from the same panel
Sarah MitchellOperations Director, Harbour Logistics Ltd
calling+44 1273 000 000
CompanyHarbour Logistics
Open dealProposal sent
Last contact3 days ago
OwnerYou
Recent conversations
- Opened the proposal twice this week
- Asked about rollout timing by email
- Enquiry first came in from the website
James PatelManaging Director, Ridgeway Joinery
outbound+44 161 000 000
DealNew fit out
StageQualified
While you talk
- Jot a note that saves to the deal
- Book the next meeting in two clicks
- Call recorded and written up after
Calls you place
The same live panel on outbound calls.
Click a number anywhere in the CRM and the softphone dials. The same live panel is right there, so you take notes, book the next meeting and move the deal while you are still talking. When you hang up, the call is recorded and written up on the record for you.
- Click to call from any record
- Take notes and book meetings mid call
- Recording and write up saved to the deal
- No switching windows, no copying numbers
Why one system beats a dialer plus a CRM
Most SMEs end up with a phone system in one window and a CRM in another, and the two never quite agree. PipelinePete removes the seam.
One set of records
The number that rings is matched against the same companies and contacts your outreach uses. There is no second database drifting out of date.
Written up on its own
Every call, in or out, is logged on the deal with its time, outcome, recording and transcript. The timeline fills itself.
The whole team sees it
Because the call sits on the shared record, a colleague picking up next already has the full story. Handovers stop losing the thread.
Within the rules
Calls pass the same compliance gate as everything else: screening against the telephone preference registers, consent where it is needed and quiet hours.
Counts towards the number
Calls feed the same reporting as email and text, so you can see which conversations actually turn into pipeline.
The call panels above are illustrative mocks in the PipelinePete style. The names, numbers and figures are made up to show the layout, not real customers or results.
Put the phone where the records already are.
See the softphone, the screen pop and the rest of the system on a short walkthrough.