Close more deals.
See everything.
Miss nothing.
A visual Kanban sales pipeline built into your WordPress CRM. Custom stages, drag-and-drop cards, tasks, activity log — all linked to contacts and companies. No separate CRM subscription.
∞
Unlimited Deal Stages
100%
Inside WordPress
$0
Per-Seat Fee
Pro
GemCRM Plan Required
Visual Kanban Pipeline
Your entire sales pipeline. At a single glance.
Drag deals across custom stages. Every card shows the contact, deal value, and next task due — without opening anything. Move fast, miss nothing.
B2B Company Records
Full context on every opportunity.
Contacts and companies, linked
Every deal ties to a contact and company record. Open a deal and see the full history — emails sent, notes added, tasks completed, every related contact at that organisation.
Activity log that never forgets
Stage changes, email opens, notes, task completions — a complete timeline you can hand off to any teammate without a single status meeting.
Role-based team access
Give team members access to exactly what they need — contacts, campaigns, deals, or forms — with WordPress role-based capabilities.
Also available in GemCRM
Close deals faster with the full stack
Email Sequences
Drip follow-up sequences triggered automatically when a deal moves stage.
SMS Follow-up
Send SMS directly to contacts linked to any pipeline deal.
Company Records
B2B account management — all contacts and deals under one company.
Role Permissions
Control who can view, edit, or delete deals and pipeline stages.
Comparison
GemCRM Pipeline vs standalone CRMs
Dedicated sales CRMs cost $15–50/seat/month. GemCRM Pipeline is inside WordPress — no extra subscription.
|
Feature |
GemCRM |
HubSpot Free |
Pipedrive Starter |
|
Visual Kanban pipeline |
Unlimited |
limited |
|
|
B2B company records |
|
||
|
Email marketing included |
Full CRM |
limited |
|
|
SMS + WhatsApp included |
|
||
|
WordPress native |
|
||
|
Per-seat fee |
None |
Free tier only |
$14.90/seat/mo |
Who uses this
Every team that sells
Freelancers
Client trackingTrack proposals, contracts, and follow-ups for every client without a paid CRM subscription.
Small Agencies
Project pipelineManage new business from lead to close. Link every deal to client contacts and email history.
WooCommerce Stores
B2B accountsTrack wholesale and B2B buyer relationships alongside your standard WooCommerce orders.
SaaS Companies
Sales processCustom stages for trial → demo → negotiation → closed. Full activity log, no per-seat fee.
Pipeline questions answered
Direct.
How many deal stages can I create?
Unlimited. Create as many custom stages as your sales process requires. Rename, reorder, or delete stages at any time without losing deal history.
Can multiple team members use the pipeline?
Yes — GemCRM Pro’s role-based permissions let you control which users can view, create, or edit deals without needing separate CRM seats.
Is pipeline in the free version?
The visual deal pipeline is a GemCRM Pro feature.
Can I trigger email sequences when a deal moves stage?
Yes — you can configure automation to enroll a contact in a drip sequence when their linked deal moves to a specific stage.