Frequently Asked Questions
Get the Clarity You Need to Get Started.
Get the Clarity You Need to Get Started.
Browse the most common questions about setup, features, billing, and results.
Browse the most common questions about setup,
features, billing, and results.
Getting Started
What is PipelinePRO, exactly?
PipelinePRO is an all-in-one sales and marketing platform built to help businesses capture, nurture, and convert leads with ease.
How do I create my PipelinePRO account?
You can get started by purchasing a lifetime license or joining through a demo or partner link. The account setup takes just a few minutes.
Do I need tech skills to use PipelinePRO?
PipelinePRO was built for business owners — no coding or technical experience is required.
What’s included with a Lifetime License?
The Lifetime License includes unlimited contacts, funnels, websites, calendars, and access to the core CRM and automation tools — with no monthly fees.
Who is PipelinePRO best suited for?
PipelinePRO is ideal for small business owners, agencies, consultants, and enterprise teams who want to simplify and scale their client acquisition.
Is there a setup guide or onboarding checklist?
A step-by-step onboarding video series and a Quick Start checklist are available inside your dashboard after sign-up.
Can I replace other software with PipelinePRO?
PipelinePRO can replace tools like ClickFunnels, Calendly, Mailchimp, and more — saving you hundreds a month.
Can I use PipelinePRO on mobile?
Yes. PipelinePRO has a fully responsive mobile app so you can manage leads, conversations, and deals from anywhere.
Features & Capabilities
What can I do with PipelinePRO?
PipelinePRO lets you manage leads, schedule appointments, run automations, track revenue, and more—all in one dashboard.
How customizable is the platform?
Very. You can customize pipelines, automations, funnels, notifications, and branding to match your workflow.
Is email and SMS marketing included?
Unlimited email and SMS campaigns are built in, complete with templates and advanced automations.
Is there a mobile app?
There’s a mobile app so you can manage your pipeline, contacts, and messages on the go.
Does PipelinePRO replace other software?
PipelinePRO replaces tools like ClickFunnels, Calendly, CRM platforms, email/SMS apps, and analytics dashboards.
Can I build sales funnels?
The drag-and-drop funnel builder makes it easy to create pages, connect steps, and track conversions.
Can I integrate with my existing tools?
You can connect with thousands of apps via Zapier or native integrations inside the platform.
Do you offer white label options?
White label options are available for Certified Partners and agency users.
Pricing & Plans
How much does PipelinePRO cost?
PipelinePRO offers a one-time payment of $67 for lifetime access.
Are there any hidden charges?
There are no hidden charges—what you see is what you pay.
What’s included in the $67 plan?
Core CRM, sales pipeline, landing page builder, automations, and more.
Can I upgrade later?
Upgrades for teams, agencies, or add-on tools are available.
Is there a monthly subscription?
There are no monthly fees with the lifetime license.
What if I want additional features later?
You can purchase optional add-ons based on your business needs.
Is there a refund policy?
We offer a 14-day money-back guarantee.
Are there any discounts for teams or agencies?
We offer bundle pricing for teams and certified partners.
Training & Support
What kind of support do I get with my plan?
Email support, weekly live training, private community, and knowledge base access.
Do you offer onboarding help?
New users get access to quick-start resources and live onboarding sessions.
Is the Facebook Group active?
Very. It’s packed with helpful users and tips — especially for getting unstuck.
Are weekly trainings recorded?
Replays are uploaded regularly in the dashboard.
Is live chat support available?
Yes — from inside the dashboard and during business hours.
Where can I find tutorials or help docs?
Inside the dashboard and through the knowledge base.
Can I get 1-on-1 help?
Certified Partners and special packages offer personalized support.
What if I have an urgent issue?
Use live chat or submit a ticket for the fastest help.
Integrations & Replacements
Can I integrate with other tools I already use?
Yes. Common integrations include Stripe, Zoom, Facebook, Google, and more.
Can I embed forms or widgets on my existing site?
Embed forms, calendars, and widgets easily via code snippets.
Are native integrations available?
Stripe, Google Calendar, Facebook Ads, and others are supported directly.
Can I import contacts from another CRM?
You can upload CSV files or import via Zapier or third-party sync.
Does PipelinePRO connect with Zapier?
Yes — Zapier allows custom workflows with 1000s of tools.
Does it sync with my email inbox?
You can sync your email and manage contacts from one place.
You can sync your email and manage contacts from one place.
No developers needed — everything is DIY-friendly with tutorials.
Does it integrate with payment processors?
Stripe is natively integrated for invoices, offers, and subscriptions.
Technical & Setup
Is my data secure?
Yes — PipelinePRO uses encrypted servers and secure authentication protocols.
Can I manage user roles and permissions?
Yes — assign specific access by team member, client, or department.
What happens if I accidentally delete something?
Some items can be recovered. Contact support for urgent issues.
Who owns my customer data?
You do. PipelinePRO doesn’t access or resell your contacts.
Is this GDPR compliant?
You can manage consent, opt-outs, and data removal as needed.
Where is my data stored?
Your data is securely stored on cloud servers based in the U.S.
Is my data backed up?
Routine backups help prevent data loss.
Can I export my data anytime?
Export contacts, reports, and campaigns at any time.
Use Cases & Results
Who is PipelinePRO best for?
It’s perfect for small business owners, coaches, agencies, consultants, and service-based teams.
What results do people typically see?
Common outcomes include increased productivity, better lead follow-up, and reduced software costs.
Can I use it for appointment setting?
It includes calendar booking, reminder automations, and rep tools.
How long does it take to see results?
Many users see improvements in their first week, depending on setup speed.
Can agencies use this for multiple clients?
Yes. Many agencies manage multiple clients using a single dashboard or sub-account setup.
Are there any case studies?
Our Testimonials Page includes stories from real users across industries.
Is this only for digital businesses?
No. It’s used by local businesses, offline services, and hybrid models too.
Do people really cancel other tools after switching?
Most users replace 3–6 tools within the first month of onboarding.
Still Have Questions?
Reach out to us from our contact form and we will get back to you shortly.