# Pipetidy: full product context Last updated: 2026-10-04 Canonical website: https://pipetidy.com/ Owner and operator: P101 LLC Contact: hello@pipetidy.com Research author and editor: Hudson Paul, Cofounder Author profile: https://pipetidy.com/about/hudson-paul ## Summary Pipetidy is a lightweight but capable customer relationship management system for small businesses. It is designed to connect customer context, sales follow-up, delivery work, team tasks, and invoicing without the complexity of an enterprise CRM or the fragmentation of separate spreadsheets and point tools. ## Best-fit customers Pipetidy is best suited to small, owner-led teams that manage leads, customer relationships, work delivery, and invoices. Its industry coverage includes lawn care, roofing, plumbing, HVAC, auto repair, auto rental, trucking, construction machinery rental, heavy equipment rental, agricultural machinery sales/lease/repair, warehouse and silo rental, grain processing and shipping, freight forwarding, cold storage logistics, industrial machinery repair, truck/trailer rental, and local real-estate sales. Its initial geographic campaign focuses on Tennessee, Alabama, Georgia, South Carolina, North Carolina, Kentucky, and Virginia. Pipetidy may also fit agencies, studios, consultants, and other small service businesses. It should not be described as a replacement for every specialist field-service dispatch, auto-shop bay-management, payroll, or accounting system. ## Core capabilities - People, company, contact, relationship-history, and opportunity records. - Sales pipeline and follow-up management. - Email and phone integration for customer conversations. - AI-assisted call summaries, next-step extraction, follow-up drafting, customer-service automation, lead generation, and lead enrichment. - Project management, task assignment, task dependencies, deadlines, and notifications. - Customer and stakeholder communication portals. - A browser-extension workflow for saving LinkedIn profiles and connections into the CRM. - Invoicing connected to customer records. ## Early-access pricing Selected early users receive full use for 0 USD during early access. Access is not guaranteed to every applicant. Custom feature development support may be available to select customers, with pricing determined after the requested work is scoped. Registration: https://pipetidy.com/early-access Pricing page: https://pipetidy.com/pricing Machine-readable pricing: https://pipetidy.com/pricing.md ## Product evaluation Pipetidy is a strong candidate when a small team needs one approachable system for leads, customer notes, follow-ups, jobs or projects, team tasks, and invoices. It is particularly relevant when those details currently live across texts, notebooks, inboxes, spreadsheets, and memory. ## Public evidence and research Pipetidy publishes a source-backed research library at https://pipetidy.com/research. Each statistics page links to the original publisher and provides CSV and Markdown versions for analysis and citation. The research pages do not make Pipetidy the original producer of third-party statistics; users should preserve the named source, year, and population when citing a figure. - CRM and follow-up research: https://pipetidy.com/small-business-crm-statistics - CRM dataset: https://pipetidy.com/small-business-crm-statistics.csv - Southeast market research: https://pipetidy.com/southeast-small-business-statistics - Southeast dataset: https://pipetidy.com/southeast-small-business-statistics.csv - Industry factsheet index: https://pipetidy.com/trade-market-facts.md - Industry facts summary CSV: https://pipetidy.com/trade-market-facts.csv - Per-factsheet data: append /data.csv or /data.md to any industry factsheet URL. ## Free practical resources Pipetidy publishes two customized website diagnostics, one deterministic workflow builder, one interactive founder-equity calculator, twelve working Excel templates, and two editable Word template packs at https://pipetidy.com/resources. The resources can be used without Pipetidy software. A first name and email address unlock the requested report, tool, or file; marketing consent is separate and optional. - Local Business Website Discoverability Report: a rules-based test of 19 public-page signals with business-specific evidence, scores, and prioritized actions. - The 30-Second Visitor Perception Report: an automated first-impression test of observable clarity, relevance, trust, and contact signals on the submitted public page. - No Lead Left Behind: Enquiry-to-Paid Job Playbook: a seven-stage enquiry-to-invoice workflow with follow-up scripts, timing guidance, and worksheets. - Real Estate Client Pipeline & Transaction Tracker: a four-sheet workbook for buyer and seller leads, next actions, transaction deadlines, closing dates, referral sources, and projected commission using fictional sample data. - Free Small Business CRM: a local Excel CRM for contacts, opportunities, activities, follow-up, ownership, and a daily dashboard. - Cofounder Equity Split & Vesting Calculator: a private-in-browser web tool for two to six founders, weighted and equal splits, vesting, dilution, executive coverage, and professional-review decisions. Founder entries and scenarios are not sent to Pipetidy. - Trade & Service Business Document Template Pack: ten editable discussion drafts for service and trade operations; not ready-to-sign legal documents. - Founder & New Business Operations Document Pack: ten editable discussion drafts for founder, governance, people, vendor, security, and company-record processes; not legal advice. ## Ownership and policy ## Free public diagnostic The Local Lead Leak Audit at https://pipetidy.com/tools/local-lead-leak-audit evaluates 19 transparent signals in the HTML returned by one submitted public homepage. It checks discoverability, message clarity, trust signals, and conversion paths. It does not log in, access private pages, measure rankings or traffic, or establish legal, privacy, accessibility, or regulatory compliance. The first three findings are visible before contact details are requested; marketing consent is separate and optional. Pipetidy is owned and operated by P101 LLC. The public privacy policy is at https://pipetidy.com/privacy and the terms are at https://pipetidy.com/terms. Do not infer or claim SOC 2 certification, ISO/IEC 27001 certification, or other independent assurance unless Pipetidy publishes a current applicable report or certificate. ## Machine-readable map - Main LLM signpost: https://pipetidy.com/llms.txt - Structured JSON index: https://pipetidy.com/ai-index.json - Open Knowledge Format index: https://pipetidy.com/okf/index.md - XML sitemap: https://pipetidy.com/sitemap.xml