Pipeline CRM is where your team manages lead follow-up, workflows and automations, and email and SMS campaigns.
It connects directly to your studio data, allowing you to:
Track and manage leads
Send texts, and emails, and make and receive calls
Assign and complete tasks
Keep all communication in one place
Think of it as the execution layer of Pipeline — where insights turn into action.
How to access Pipeline CRM
Log into Pipeline
Click Marketing in the main navigation
You’ll be taken into the Marketing suite of Pipeline CRM
What you’ll see inside CRM
Social Planner → Create and schedule your posts
Email Campaigns → Create and send your email campaigns
Snippets → Edit SMS and email copy used in automations
Clients → Lead and Member contact information
Workflows → Create new workflows to automate tasks
