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CRM SystemsSubscription productPopularCustomisable

Cyntra Pipeline CRM

B2B sales pipeline with quoting and forecast discipline

Lead-to-close pipeline management with quoting, sequences and forecasting built for B2B deal cycles.

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5.0 from 2 client reviews
Subscription5–10 business days setup
$349/ month

Also available as a one-time licence at $14,500 including source code, deployment into your own cloud account and 12 months of updates.

One-off setup and configuration: $1,500 — includes data migration, process configuration and team training.

Overview

What this platform does

Pipeline CRM is built for considered B2B sales — multi-stakeholder deals, quotes with approval rules, and forecasts your leadership can actually rely on. It deploys in days with your stages, fields and territories configured, and extends into a fully custom CRM when your process demands it.

Key features

Configurable pipeline stages with entry and exit criteria
Company-and-contact model built for multi-stakeholder deals
Quote builder with approval thresholds and version history
Activity capture from email and calendar
Multi-touch follow-up sequences with reply detection
Weighted forecasting with stage-aging alerts
Territory and team-based record visibility
Full REST API and webhook events

Modules included

01
Leads & Enrichment
02
Accounts & Contacts
03
Deals & Pipeline
04
Quotes & Proposals
05
Sequences
06
Forecasting
07
Reporting
08
API & Webhooks

Use cases

  • Replacing a spreadsheet-based pipeline
  • B2B teams that outgrew a simple CRM
  • Sales operations needing quote approval controls
  • Businesses with territory or channel structures

Questions about Cyntra Pipeline CRM

Can we migrate from our current CRM?
Yes. Migration from HubSpot, Salesforce, Pipedrive, Zoho or spreadsheets is included in the setup fee, with de-duplication and a validation report.
Is there a per-user charge?
The $349/month plan covers up to 10 users. Additional users are $22/month each, and unlimited-user private instances are available under the one-time licence.
Can we own it outright?
Yes. The one-time licence at $14,500 includes source code, deployment into your own cloud account and 12 months of updates.

Client reviews

Industrial distributor

Configured to our process, not a template

Migration from our old CRM included de-duplication and a validation report we could actually check. Eight months in, forecast accuracy is within 6%.

— Marcus Whitfield
Management consultancy

Quote approvals finally enforced

Approval thresholds are enforced in the system rather than in policy documents nobody read. Discount leakage dropped noticeably.

— Trevor Nakamura
Related services

Services that complement this platform

Deployment, integration, migration and support engagements commonly purchased alongside it.

Related packages

Fixed-price setup options

Popular
Software Development

CRM Setup Package

Cyntra Pipeline CRM deployed, configured, migrated and your team trained.

$5,999
5–7 weeks 2 revisions 90 days support
  • Cyntra Pipeline CRM deployed to your environment
  • Pipeline stages, fields and territories configured to your process
  • Data migration from your current system with de-duplication and validation report
  • Email and calendar integration for automatic activity capture
  • +6 further deliverables

Recommended for: B2B sales teams replacing spreadsheets or an abandoned CRM

Buy PackageDetails
Enterprise
Software Development

Mobile App MVP Package

iOS and Android apps published, with shared backend and release pipeline.

Starting at
$15,000
14–20 weeks 3 revisions 90 days support
  • Platform strategy with documented rationale
  • UX design against platform interaction guidelines
  • iOS and Android applications published to both stores
  • Shared backend API with documentation
  • +6 further deliverables

Recommended for: Businesses needing a mobile product for customers or field teams

Buy PackageDetails
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Deal flow, listings and transaction documents in one place

Real-estate CRM with listing syndication, transaction checklists and commission calculation.

Leads & RoutingListingsMatchingTransactions+4 modules
Industry fit: real estate, construction, professional services
$449/ month
Setup
10–15 business days
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Cyntra Technologies LLC · 212 N 2nd St, Ste 100, Richmond, KY 40475

Cyntra Pipeline CRM
$349 / month
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