---
type: product
title: Pipetidy product
description: Product facts and capability summary for Pipetidy, a lightweight CRM for small businesses.
resource: https://pipetidy.com/okf/product.md
tags: [CRM software, small business operations, customer relationships]
timestamp: 2026-09-21
---

# Pipetidy product

Pipetidy connects customer records, conversations, opportunities, projects, tasks, AI-assisted follow-up, lead enrichment, and invoicing in one workspace. It is designed for small teams that want CRM discipline without enterprise CRM complexity.

## Capability areas

- Contacts, people, companies, relationship history, and opportunities
- Email and phone integration
- AI-assisted call summaries, next steps, customer-service automation, outreach support, lead generation, and lead enrichment
- Project management, task assignment, dependencies, deadlines, and notifications
- Customer and stakeholder portals
- LinkedIn profile capture through a browser-extension workflow
- Invoicing connected to customer records

See the [product tour](https://pipetidy.com/product), [pricing](https://pipetidy.com/okf/pricing.md), and [trade-business context](https://pipetidy.com/okf/trades.md).