Forecast what will actually close.
Plumbline is the CRM for B2B sales teams tired of padded pipelines. Every deal carries its evidence — meetings held, buyers engaged, next steps dated — so the number you commit is one you can defend.
14 days free. No credit card required.
From activity to a forecast you'd sign
Plumbline replaces rep-entered guesses with what actually happened on the deal.
Connect inbox and calendar
Emails, meetings and contacts sync to the right account automatically. Reps stop logging calls after the fact.
Deals earn their stage
Each deal is scored on evidence: who you've met, what they've agreed to, and whether the next step has a date.
Commit with confidence
Managers see the gap between the rep's call and the evidence, then roll up a forecast leadership can trust.
Built for the weekly forecast call
Everything your team needs to run pipeline, without the admin work that makes CRMs go stale.
Pipeline board
Drag deals across stages you define. Required fields and exit criteria keep every stage meaning the same thing for every rep.
- Custom stages per team or region
- Stale-deal alerts after 14 days without activity
Evidence-based forecasting
See commit, best case and pipeline side by side, with each deal's evidence score next to the rep's call.
- Roll-ups by rep, team and region
- Week-over-week forecast change log
Automatic activity capture
Plumbline matches emails and meetings to accounts and contacts, so the record stays current without manual entry.
- Works with Google Workspace and Microsoft 365
- Private-by-default for personal email
Reports that answer questions
Win rates, cycle length, stage conversion and slippage, filtered any way you need and shared with a link.
- Scheduled reports to email or Slack
- CSV export and a REST API
Your pipeline stays yours
Controls your IT and security teams will ask about, available on every plan.
Single sign-on
SAML 2.0 and SCIM provisioning with your identity provider.
Granular permissions
Roles control who can see, edit and export each record.
Encryption
TLS 1.2+ in transit and AES-256 at rest.
Audit log
Every sign-in, export and permission change is recorded.
Simple per-seat pricing
Start free for 14 days. Upgrade, downgrade or cancel anytime.
Starter
For small teams building a repeatable process.
per seat / month, billed annually
- Pipeline board and contacts
- Email and calendar sync
- Standard reports
- Up to 10 seats
Team Most popular
For sales orgs that forecast weekly.
per seat / month, billed annually
- Everything in Starter
- Evidence-based forecasting
- Custom stages and exit criteria
- Scheduled reports and API access
Enterprise
For multi-region teams with security requirements.
Annual agreement
- Everything in Team
- SAML SSO and SCIM
- Advanced permissions and audit log
- Dedicated success manager
Questions, answered
Can we import our existing CRM data?
Yes. Import accounts, contacts and open deals from a CSV, and map your fields during setup. On Team and Enterprise, our onboarding team can run the migration with you.
How is the evidence score calculated?
It weighs recent meetings, the seniority and number of buyer contacts engaged, documented agreement on next steps, and whether those steps have dates. You can adjust the weights for your sales process.
What happens when the trial ends?
You choose a plan and keep everything. If you don't, your workspace becomes read-only for 30 days so you can export your data.
Do reps' personal emails get synced?
Only messages exchanged with contacts at accounts in Plumbline are captured. Everything else stays out, and reps can mark any thread private.
Run your next forecast call in Plumbline
Set up a workspace in minutes, connect your calendar, and see your pipeline scored by Friday.