Payaca’s pipeline makes building customer journeys simple

Create workflows, automate communications, prioritise leads, organise customers & jobs.

Payaca’s pipeline is a visual way to organise, track progression & automate workflows 

Build custom pipelines that deliver a flawless customer experience and simplify team management

Easily track the progression of each lead as they work through each stage of your sales process.

Moving deals through a pipeline

Prioritise leads at a glance, determine actions and  quickly focus on opportunities with ease.

Sales pipeline

Automate communication with your team & customers based on stages in the pipeline.

Discover every detail about your contacts. Quickly check quotes, invoices, tasks, events, schedules and more.

Team management modals

Why our pipelines are winning & retaining more customers

Customise the order of operations

Create a Pipeline that seamlessly interacts with your order of operation, Easily add in additional stages of the pipeline with unique workflows and automations. 

Custom pipeline

Create as many pipelines as you need

Create unlimited unique pipelines so you can tailor leads to a series of different processes dependant on their needs.

Sales CRM and customer journey pipeline

Automate workflows based on stages

Create unique automations and workflows based on different stages in the pipeline. Have full control of customer journeys even if you have different workflows for different types of customers.

Automation triggers and actions

Payaca's sales pipeline is built for services

Users on background

Organise customers

Create customers and keep all deals and attachments to hand with a single click.
Business on background

Keep all deals in one place

All your proposals, quotes, estimates & invoices are deals that are assigned to each customer.
Eye on background

See everything

Understand the status of every deal in your pipeline  so you never miss an opportunity.
Calendar on background

Scheduled reminders

Automate payment reminders or send your team alerts based on customer status.

Custom Pipelines

Create a pipeline tailored to the workflow of your team and business.

Advanced automations

Ping a message to your team based on a customer update with a few clicks.

Here’s why thousands of businesses use Payaca

Speech marks
The simplicity of the quoting process and then invoicing has massively reduced the time needed allowing us to concentrate on business development. That paired with the customer experience means that this tool is now one of the most critical in our business
Mark E.
Owner of Box Clad Ltd
Mark Etherington
Speech marks
This company is amazing. Every time I have needed help, night or day they are there to support. The software is unbelievably easy to use. I love the fact that my customers can e-sign the quotes. The invoicing is so easy to use. resend. reminders automatically sent. customers saved... etc Fantastic
Lee Farmery
Farmery Security Services
Lee Farmery
Speech marks
Our Company use Payaca for all our CRM needs. The team are always very helpful. I have had to contact them at random hours when I need help or a question and they will always reply regardless of the time which is a huge thing for me. I honestly can't fault them.
Charlene Abbott
Scottish Garden Rooms
Charlene Abbott
Speech marks
My overall experience with Payaca has been fantastic. It's really helped increase my sales, my quote conversion rate has increased and this is probably down to the professional look it provides. The customer service is brilliant also.
Chris R.
General Manager at Plumbing Hot
Chris Richards
Speech marks
It's an incredibly useful tool, it's helped me minimise the time spent in the office. It's super easy to use and helps me keep track of all of our quotes, invoices and payments.
Sean Doyle
South London Carpentry
Sean Doyle
Speech marks
Payaca has improved the efficiency of our business by allowing us to monitor how successful we are at converting quotes. It's also really handy to be able to add choice and optional items to a quote to gain an uplift in sales as well as not having to create multiple versions of the same quote.
Dan .T
General Manager at PDT Glazing Group
Paul Tripp
Speech marks
The simplicity of the quoting process and then invoicing has massively reduced the time needed allowing us to concentrate on business development. That paired with the customer experience means that this tool is now one of the most critical in our business
Mark E.
Owner of Box Clad Ltd
Mark Etherington
Speech marks
This company is amazing. Every time I have needed help, night or day they are there to support. The software is unbelievably easy to use. I love the fact that my customers can e-sign the quotes. The invoicing is so easy to use. resend. reminders automatically sent. customers saved... etc Fantastic
Lee Farmery
Farmery Security Services
Lee Farmery
Speech marks
Our Company use Payaca for all our CRM needs. The team are always very helpful. I have had to contact them at random hours when I need help or a question and they will always reply regardless of the time which is a huge thing for me. I honestly can't fault them.
Charlene Abbott
Scottish Garden Rooms
Charlene Abbot
Speech marks
My overall experience with Payaca has been fantastic. It's really helped increase my sales, my quote conversion rate has increased and this is probably down to the professional look it provides. The customer service is brilliant also.
Chris R.
General Manager at Plumbing Hot
Chris Richards with hands on head
Speech marks
It's an incredibly useful tool, it's helped me minimise the time spent in the office. It's super easy to use and helps me keep track of all of our quotes, invoices and payments.
Sean Doyle
South London Carpentry
Sean Doyle
Speech marks
Payaca has improved the efficiency of our business by allowing us to monitor how successful we are at converting quotes. It's also really handy to be able to add choice and optional items to a quote to gain an uplift in sales as well as not having to create multiple versions of the same quote.
Dan T.
General Manager at PDT Glazing Group
Dan Tripp