AI for Pipeline CRM that knows the rest of your business
Pipeline CRM holds your pipeline and your customers. Liaison connects to it with access you grant and reads every deal, contact and activity, keeps one record per customer across the CRM, the books and the inbox, and works the follow-ups your team does not get to.
Because it reads Pipeline CRM together with your inbox, your books and your outreach, an answer about your pipeline and your customers comes with the rest of the picture. You keep Pipeline CRM; nothing is replaced or re-entered.
What Liaison does with Pipeline CRM
- Answers new inquiries from your account in your voice and books the call.
- Drafts the follow-up for every stalled deal and logs it back to the record.
- Keeps the CRM honest: closes the gaps between what is in the CRM and what is in the books.
- Wins back customers who quietly stopped buying, with a short sequence in your voice.
Questions it answers across Pipeline CRM and your other tools
- “Which deals went quiet for two weeks, and what did we promise them last?”
- “Who are our best customers by what they actually paid, not by deal size?”
- “Which new inquiries this week have not had a reply yet?”
- “What is in the pipeline for this quarter, and how much of it has a next step?”
What it reads in Pipeline CRM
4 kinds of Pipeline CRM data Liaison can read on its own, every time it answers a question or does a job.
- Find CompanyFind an existing company in your Pipeline account
- Find DealFind an existing deal in your Pipeline account
- Find PersonFind an existing person in your Pipeline account
- Find UserFind an existing user on your Pipeline account
What it can do in Pipeline CRM
10 actions Liaison can take in Pipeline CRM. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create ActivityCreates a new activity associated with an existing person, company, or deal
- Create CompanyCreates a new company in your Pipeline account
- Create DealCreates a new deal in your Pipeline account
- Create EventCreates a new calendar event in your Pipeline account
- Create PersonCreates a new person in your Pipeline account
- Create TaskCreates a new calendar task in your Pipeline account
- Move Deal StageMoves a deal to another stage Pipeline account
- Update CompanyUpdates a company in your Pipeline account
- Update DealUpdates a deal in your Pipeline account
- Update PersonUpdates a person in your Pipeline account
Works alongside Pipeline CRM
The tools Liaison most often reads together with Pipeline CRM.
Liaison in Pipeline CRM, set up with you, for $629 a month.
- Connects to Pipeline CRM with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Pipeline CRM with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Pipeline CRM?
No. You keep Pipeline CRM exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your outreach, and does the work in it the way a person on your team would.
How does Liaison connect to Pipeline CRM?
With access you grant from your own Pipeline CRM account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Pipeline CRM without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.