CRM Pipeline
Contacts, stages and custom fields.
A lightweight CRM that sits inside your marketing workspace, wired to campaigns, events and content.
Approved the launch thread.
Pushing the brief to the calendar now.
Need final sign-off by Thursday.
Overview
Everything crm pipeline does, in one place.
Postwyse is a marketing workspace, but marketing doesn't end at the publish button. The built-in CRM lets you track contacts and opportunities against the content and campaigns that generated them.
Configurable fields, statuses and pipelines mean you can model your process without bending a separate tool.
What you can do
Every capability in CRM Pipeline.
Contacts with custom fields
Configurable stage pipelines
Links to events and campaigns
CSV import / export
How it works
Set up once. Use it every day.
Invite your team
Bring writers, editors, managers and clients into one workspace — no per-seat fees.
Set roles and approvals
Granular RBAC with approval flows so the right person signs off before anything publishes.
Ship together
Real-time docs, comments, mentions and chat — all attached to the content they belong to.
Who it's for
Built for marketing teams of every size.
Distributed teams
Sync-free collaboration on briefs, drafts and calendars across every timezone.
Agencies and clients
Clean client hand-off with branded link shares and approval-only review mode.
Cross-functional orgs
Legal, product and marketing review in the same thread, on the same artefact.
Frequently asked
Questions, answered.
Is there a seat limit?+
No per-seat fees on collaboration features. Pricing scales by workspace activity, not headcount.
How do permissions work?+
Granular RBAC (owner, admin, editor, writer, reviewer, viewer) with per-resource overrides.
Can clients review without signing up?+
Yes. Public share links with optional password or expiry, plus a read/comment-only mode.
Do you support SSO?+
SSO (SAML, OIDC) and SCIM provisioning are available on the Enterprise plan.
Works well with