# Pipetidy > Pipetidy is a lightweight CRM for small businesses and owner-led trade businesses. It brings customer records, conversations, opportunities, projects, tasks, AI-assisted follow-up, lead enrichment, and invoicing into one workspace. Pipetidy is owned and operated by P101 LLC. Pipetidy is in early access. Selected early users receive full use for 0 USD during early access. Custom feature development may be available to select customers, priced according to the effort required. Pipetidy Research is written and maintained by Hudson Paul, Pipetidy cofounder and research editor. P101 LLC is the publisher. Research pages distinguish source facts from Pipetidy's product interpretation and publish methodology, limitations, correction details, and source-check dates. ## Primary product pages - [Homepage](https://pipetidy.com/): Product overview for small businesses. - [Product tour](https://pipetidy.com/product): Visual tour of the Pipetidy workspace and workflows. - [Pricing](https://pipetidy.com/pricing): Current early-access offer and custom-development note. - [Trades](https://pipetidy.com/trades): Pipetidy for owner-led trade and local service businesses. - [Research library](https://pipetidy.com/research): Source-backed datasets in HTML, CSV, and Markdown. - [Research editor](https://pipetidy.com/about/hudson-paul): Author identity, editorial responsibility, disclosure, and corrections contact. ## Free practical resources - [Resource library](https://pipetidy.com/resources): Free, practical field guides for small-business owners. - [Local Business Website Discoverability Checklist](https://pipetidy.com/resources/local-business-website-discoverability-checklist): A 25-point, 10-page checklist covering local discovery, clarity, trust, contact friction, and a 30-day action plan. - [30-Second Visitor Perception Scorecard](https://pipetidy.com/resources/visitor-perception-scorecard): A 9-page owner and independent-reviewer test for website clarity, relevance, credibility, professionalism, and next-step confidence. - [No Lead Left Behind: Enquiry-to-Paid Workflow Builder](https://pipetidy.com/resources/enquiry-to-paid-job-playbook): A free deterministic tool that builds a contextual seven-stage workflow, follow-up cadence, scripts, metrics, and objection analysis from a business's real operating context. It does not use an AI model. - [Small Business Cash Flow Model](https://pipetidy.com/resources/small-business-cash-flow-model): A working 12-month Excel forecast with editable revenue, margin, cost, tax-reserve, and one-off-spend assumptions. - [Tax Estimate & Set-Aside Calculator](https://pipetidy.com/resources/tax-estimate-set-aside-calculator): A jurisdiction-neutral Excel planning tool that uses the owner’s own adviser-approved rates and allowances. - [Roofing Project Planner & Job Costing](https://pipetidy.com/resources/roofing-project-planner): An Excel template for scope, roofing squares, cost, margin, dependent tasks, and job-budget variance. - [Construction Project Planner & Budget](https://pipetidy.com/resources/construction-project-planner): A small-project Excel plan connecting contract value, schedule, ownership, dependencies, and cost variance. - [Vehicle Leasing Profitability Calculator](https://pipetidy.com/resources/vehicle-leasing-profitability-calculator): An Excel fleet model for utilization, contribution, deposit payback, and demand scenarios. - [Machine Leasing Profitability Calculator](https://pipetidy.com/resources/machine-leasing-profitability-calculator): An Excel equipment model for daily rates, utilization, finance, maintenance, transport, contribution, and payback. - [Job Quote & Margin Calculator](https://pipetidy.com/resources/job-quote-margin-calculator): An Excel quote builder for cost, markup, sell price, tax, deposit, gross profit, and margin. - [Accounts Receivable & Collection Tracker](https://pipetidy.com/resources/accounts-receivable-collection-tracker): An Excel tracker for invoice balances, ageing, owners, next actions, and overdue-value prioritization. - [Real Estate Client Pipeline & Transaction Tracker](https://pipetidy.com/resources/real-estate-client-transaction-tracker): An Excel tracker for buyer and seller leads, next actions, transaction deadlines, closing dates, referral sources, and projected commission. - [Free Small Business CRM in Excel](https://pipetidy.com/resources/free-small-business-crm): A usable local CRM with contacts, opportunities, activities, follow-up flags, owners, and a daily dashboard. - [Break-Even & Pricing Planner](https://pipetidy.com/resources/break-even-pricing-planner): An Excel model for contribution, break-even volume, target profit, capacity, and price scenarios. - [Inventory & Reorder Planner](https://pipetidy.com/resources/inventory-reorder-planner): An Excel stock model with lead-time demand, safety stock, reorder point, suggested quantity, and multi-currency purchase value. - [Cofounder Equity Split & Vesting Calculator](https://pipetidy.com/resources/cofounder-equity-split-calculator): An interactive two-to-six-founder web tool covering weighted contributions, equal-split comparison, vesting, dilution, executive ownership, and decisions requiring legal or tax review. Calculator inputs remain in the browser. - [Trade & Service Business Document Template Pack](https://pipetidy.com/resources/trade-service-business-document-template-pack): Ten editable Word discussion drafts for common service, scope, change, subcontractor, equipment, maintenance, incident, collection, and jurisdiction-review needs. Professional review is required before use. - [Founder & New Business Operations Document Pack](https://pipetidy.com/resources/founder-new-business-operations-document-pack): Ten editable Word discussion drafts for founder alignment, decision rights, IP, vesting, approvals, advisers, contractors, vendors, security, and company records. Professional review is required before use. - [Free Local Lead Leak Audit](https://pipetidy.com/tools/local-lead-leak-audit): An interactive 19-check public-homepage diagnostic. ## Trade-specific pages - [CRM for lawn care and landscaping](https://pipetidy.com/crm-for-lawn-care) - [CRM for roofers](https://pipetidy.com/crm-for-roofers) - [CRM for plumbers](https://pipetidy.com/crm-for-plumbers) - [CRM for HVAC and AC repair](https://pipetidy.com/crm-for-hvac) - [CRM for auto repair shops](https://pipetidy.com/crm-for-auto-repair) - [CRM for local service businesses](https://pipetidy.com/crm-for-local-service-businesses) - [CRM for auto rentals](https://pipetidy.com/crm-for-auto-rentals) - [CRM for trucking](https://pipetidy.com/crm-for-trucking) - [CRM for construction machinery rental](https://pipetidy.com/crm-for-construction-machinery-rental) - [CRM for heavy equipment rental](https://pipetidy.com/crm-for-heavy-equipment-rental) - [CRM for agricultural machinery sales, lease, and repairs](https://pipetidy.com/crm-for-agricultural-machinery) - [CRM for warehouse and silo rentals](https://pipetidy.com/crm-for-warehouse-silo-rentals) - [CRM for grain processing and shipping](https://pipetidy.com/crm-for-grain-processing-shipping) - [CRM for freight forwarders](https://pipetidy.com/crm-for-freight-forwarders) - [CRM for cold storage logistics](https://pipetidy.com/crm-for-cold-storage-logistics) - [CRM for industrial machinery repair](https://pipetidy.com/crm-for-industrial-machinery-repair) - [CRM for truck and trailer rentals](https://pipetidy.com/crm-for-truck-trailer-rentals) - [CRM for real estate agents](https://pipetidy.com/crm-for-real-estate-agents) ## Research and datasets - [Small business CRM and follow-up statistics](https://pipetidy.com/small-business-crm-statistics): Source-backed operational, follow-up, AI, invoicing, and field-service statistics. - [CRM statistics as Markdown](https://pipetidy.com/small-business-crm-statistics.md) - [CRM statistics as CSV](https://pipetidy.com/small-business-crm-statistics.csv) - [Southeast small business statistics](https://pipetidy.com/southeast-small-business-statistics): State-level data for Tennessee, Alabama, Georgia, South Carolina, North Carolina, Kentucky, and Virginia. - [Southeast statistics as Markdown](https://pipetidy.com/southeast-small-business-statistics.md) - [Southeast statistics as CSV](https://pipetidy.com/southeast-small-business-statistics.csv) - [Trade market factsheets](https://pipetidy.com/trade-market-facts.md): Index of 12 primary or publisher-original industry factsheets with six-region classifications. - [Trade market facts as CSV](https://pipetidy.com/trade-market-facts.csv) ## Machine-readable resources - [Full product context](https://pipetidy.com/llms-full.txt): Detailed product, audience, pricing, and evaluation context. - [Structured AI index](https://pipetidy.com/ai-index.json): JSON index of product facts, pages, datasets, and policies. - [Machine-readable pricing](https://pipetidy.com/pricing.md) - [Trade CRM buyer summary](https://pipetidy.com/trade-crm-buyer-summary.md) - [Open Knowledge Format index](https://pipetidy.com/okf/index.md): Experimental linked knowledge bundle. ## Policies and ownership - [Privacy policy](https://pipetidy.com/privacy) - [Terms](https://pipetidy.com/terms) - Owner and operator: P101 LLC - Contact: hello@pipetidy.com ## Optional - [Early-access registration](https://pipetidy.com/early-access)