Everything you need to know
about PipelinePal in 3 minutes
What it is, who it's for, how it works, and why solopreneurs use it to stop losing clients.
A visual client dashboard
built for one-person businesses.
PipelinePal is a simple tool that shows you every client you're working with — and exactly where they are in your pipeline — in a single view.
Think of it like a Kanban board for your client relationships. You have columns like Lead, Proposal, Onboarded, and Won. Each client is a card. You drag them forward as they move through your process.
It also tells you who's going cold, who needs a follow-up, and who you haven't contacted in too long — so you never drop the ball again.
It's not a spreadsheet. It's not a $90/month enterprise CRM. It's the tool solopreneurs actually need.
PipelinePal is built for you.
If you run a one-person business and clients are your income, this is for you.
Freelancers
Designers, writers, developers — juggling multiple client projects at once.
Coaches & Consultants
Business coaches, life coaches, marketing consultants managing client relationships.
Virtual Assistants
VAs managing multiple business owners who need clarity on every client's status.
Solo Founders
Early-stage founders wearing every hat, keeping client relationships tight while building.
Not for you if... you run a large sales team, need advanced reporting, or are looking for a full CRM with email sequences and automation. For that, HubSpot exists. PipelinePal is proudly simple.
Up and running in 5 minutes.
No onboarding calls. No tutorials. Just sign up and go.
Create your free account
Go to pipelinepal.vercel.app and sign up. No credit card. No trial period. Free forever for up to 10 clients.
Choose your role
Pick from Freelancer, Coach, VA, or Sales. Your pipeline stages are pre-set for your workflow. You can rename them anytime.
Add your clients
Pull from your email, spreadsheet, or memory. Add each client's name, contact info, and current stage. Takes about 2 minutes for 10 clients.
Check it every morning
Open PipelinePal, see who needs attention today. Drag clients forward when they move. Log a follow-up in one click. That's it.
Simple, honest pricing.
Start free. Upgrade when you're ready. No surprises.
- ✓ Up to 10 clients
- ✓ Visual Kanban pipeline
- ✓ Follow-up reminders
- ✓ All role templates
- ✓ No credit card needed
- ✓ Unlimited clients
- ✓ Everything in Free
- ✓ Advanced follow-up alerts
- ✓ Custom pipeline stages
- ✓ Priority support
Ready to dive in?
Here's where to go from here.
Try PipelinePal Free
Sign up in 60 seconds. Free for up to 10 clients — no credit card required.
Browse Free Playbooks
Step-by-step guides to organize your client work. New ones added every week.
Read Our Story
Why we built PipelinePal and the $3,000 mistake that started it all.
Start with the First Playbook
How to track clients without losing them in spreadsheets — the most popular guide.
Stop losing clients.
Start using PipelinePal.
Free for up to 10 clients. Set up in 5 minutes. No credit card required.
Try PipelinePal Free →