Sales CRM

The sales CRM for teams that live in their pipeline

One workspace where lean sales teams capture leads, work deals across call, SMS, WhatsApp and email, and forecast from probabilities they set themselves.

Last reviewed 2026-10-07 · Owner: Pixelwand Team

The problem

Why teams look for this

Most sales teams run their pipeline in one tool, their calls in another, and their follow-ups in memory. Every handoff between tools loses context, and every lost context item costs a deal.

Legacy CRMs solve this with administration: fields to fill, connectors to configure, consultants to hire. Lean teams do not have an RevOps department, so the CRM goes stale and the spreadsheet comes back.

Pixelwand takes the other route. Calling, messaging, email and AI-assisted admin live on the record itself, so the pipeline stays current as a side effect of selling.

Fit

Who it is for — and who it is not for

A good fit if you

  • run outbound or inbound with a small, high-velocity sales team
  • want pipeline, calling, messaging and email in one record timeline
  • need per-stage probabilities and a forecast you can defend in a QBR
  • are migrating off spreadsheets or a legacy CRM via CSV import

Not a fit if you

  • need project delivery, retainer tracking or accounting inside the CRM
  • want autonomous AI that contacts prospects without review
  • need a native two-way sync with HubSpot or Pipedrive today
How it works

The workflow, step by step

  1. STEP 1

    Capture every lead in one list

    Push leads in from web forms, Apollo enrichment, business-card scans or a CSV import. Duplicate detection runs on the way in so the list starts clean.

  2. STEP 2

    Qualify into a pipeline you define

    Qualify into deals on stages your team defines, each with a probability that rolls up into commit, upside and weighted forecasts.

  3. STEP 3

    Work deals across call, SMS, WhatsApp and email

    Call from the browser via Twilio, text over SMS or WhatsApp from the deal card, and send email through Gmail or Outlook sync. Every touchpoint is logged on the timeline.

  4. STEP 4

    Follow up with AI assistance, human approval

    Let AI draft the follow-up, extract tasks from your call notes, and keep sequences moving. You review and send — nothing goes out on its own.

Capabilities

What is included — and the limits

Included

  • Leads, contacts, organizations and deals in one workspace with a shared timeline per record.
  • Pipeline stages with a probability you set per stage, feeding commit, upside and weighted forecasts.
  • Built-in calling and SMS via Twilio, two-way WhatsApp from deal cards, and Gmail/Outlook email sync.
  • Outreach sequences with follow-up tasks so no lead stalls without a dated next step.
  • AI-assisted follow-up drafts, task extraction from notes and business-card scanning, all for human review.
  • CSV import with duplicate detection for migrating an existing pipeline.

Limits

  • Pixelwand is a sales-execution CRM, not project, delivery, accounting or retainer management software.
  • AI output requires human review before anything reaches a prospect.
  • Calling and SMS require a connected Twilio account; message costs follow Twilio billing.
  • Native HubSpot and Pipedrive sync are on the roadmap — migration today runs over CSV.

LiveWorks with the live WhatsApp integration.

Use cases

How teams use it day to day

Founder-led sales without the spreadsheet

One shared pipeline with per-stage probabilities replaces the spreadsheet. Every call, message and email lands on the record timeline automatically.

A three-person SDR team running outbound

Reps work power-dialer queues in the morning and sequences in the afternoon, with follow-up tasks carrying real due dates instead of vague intent.

Agency new business, not agency delivery

New-business pipeline stays separate from delivery work: agencies track prospects to signature in Pixelwand without pretending it runs their projects.

FAQ

Frequently asked questions

Does Pixelwand include calling, SMS, WhatsApp and email?

Yes. Connect Twilio for calling and SMS, connect WhatsApp for two-way messaging, and sync Gmail or Outlook for email. Each is native to the record timeline rather than a third-party connector.

Can I migrate from HubSpot, Pipedrive or Salesforce?

Yes. Export leads, contacts and deals from your current CRM as CSV and import them into Pixelwand, where duplicate detection runs on the way in. See /migrate-to-pixelwand for the workflow.

What does the AI actually do?

AI drafts follow-ups, extracts tasks from notes and scans business cards, but a person reviews and sends. Pixelwand does not autonomously contact your prospects.

How much does Pixelwand cost?

Flat per-seat pricing starting at $10/user/month billed annually, with AI actions consuming AI credits per your plan. /pricing lists the current plans and limits.

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