Pipeline & CRM

See every opportunity.
Close more deals.

Visual kanban board with drag-and-drop, smart deal cards, stage automations, and AI intelligence. Your entire sales process in one view.

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Live in the platform · Pipeline & CRM
From the Help Center

Everything you need to run your pipeline

Watch short walkthroughs and step-by-step guides, straight from our Help Center.

Integrations · 2:02

Migrate Your CRM Data into TrustPager with Claude

Bring your existing CRM data into TrustPager with AI. Drop in your CSV exports, let Claude lay out the plan in plain English, and watch every company, contact and opportunity land in the right place.

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Pipeline questions

Everything you need to know

Deal name, value, customer, next scheduled action with colour-coded date, lead source, tags, and assigned team members. Hover over any card to see notes, a full task list with statuses and due dates, and quick action buttons.
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The last piece

Two ways to
meet FinalPiece.

Talk to Evie right now, or book a real human for a deeper walkthrough. Whichever feels right.

01 · Talk to Evie

Pick up the phone.

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Evie
VOICEMeet Evie
  • RealHer voice passes for human.
  • SmartKnows your prices, hours, and trade.
  • PatientPolite, attentive, never has a bad day.
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02 · Book a demo

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June 2026
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