About PipelineHQ

PipelineHQ is a modern sales pipeline CRM built specifically for independent insurance agencies. It takes every prospect from first contact to closed deal on a clear, drag-and-drop pipeline board covering the full journey — New, Contacted, Quoted, Sold, and Rejected — with dedicated boards for personal and commercial lines.

The platform goes well beyond a simple kanban board. Agencies can manage multiple quotes per prospect, attach quote sheets, and capture policy details the moment a deal closes. Built-in automations send timed email and SMS follow-ups when a prospect enters a stage, complete with quiet-hour protection, tag-based exclusions, and Spanish-language variants, so no lead ever falls through the cracks. A full referral partner module helps agencies recruit, track, and grow the partner relationships that feed the pipeline, while goals, production charts, and daily summaries keep the whole team accountable.

PipelineHQ is designed for the people who live in it every day: producers working their book of business, office managers keeping the agency organized, and agency owners who need a clear picture of production at a glance. It works on the desktop and on mobile, so follow-ups can be logged from anywhere.

PipelineHQ is built and maintained by the PipelineHQ team using the Base44 platform. Want to get in touch? Visit our contact page.