Every enquiry, followed up.

A lightweight CRM for enquiries and partnerships, built for Menodoctor at Work. Website enquiries arrive on their own, the team hears about them straight away, and nothing waits in an inbox.

In use at Menodoctor · Available to other teams soon

Pipeline · EnquiriesIllustration · fictional data

New 2

Acme LtdJane Example · Workplace programme
Example Health TrustSam Example · Partnership

Engaged 1

Northwind CoAlex Citizen · Talk for staffFollow-up drafted

Proposal sent 1

Contoso NZPat Example · Workplace programmeTask: call Thursday

What Pipit does

The parts of a CRM a small team actually uses — and nothing it has to learn.

Enquiries in, automatically

Enquiries from your website form arrive in Pipit as new leads, with no copying and pasting.

The team hears straight away

Each new enquiry sends an email alert to the people who need to know.

Pipelines you can see

A board for each kind of enquiry, with stages from New and Engaged through Proposal sent to Won — drag a lead along as it moves.

Contacts with context

Each lead keeps the contact, their company and organisation size, notes and calls, attachments, and every email sent.

Follow-ups that don’t slip

Tasks with due dates, a daily digest each morning, and follow-up emails drafted for you to review — never sent automatically.

Email that fits in

Send from your own Gmail with reusable templates, see opens and clicks, and leads move to “Replied” when someone writes back.

Also: archive, CSV import and export, and sign-in with Google or an emailed code — limited to the people you allow.

How it works

1

An enquiry comes in

Someone fills in the form on your website. Pipit creates the lead and emails the team.

2

You get in touch

Reply from your own Gmail using a template. Notes, calls and tasks sit on the lead.

3

Nothing goes quiet

The morning digest and drafted follow-ups make sure every lead gets an answer.

Lead · Acme LtdIllustration · fictional data

Contact

Jane Example
People & Culture Lead, Acme Ltd
Organisation size: 50–200

Stage

Engaged

Activity

  • Email sent · “Workplace programme options” · opened
  • Note · Interested in a session for team leaders
  • Task · Follow up on Thursday
  • Draft ready · Follow-up email to review

Want Pipit for your team?

Pipit is in use at Menodoctor and will be available to other teams soon. Register interest and we’ll be in touch.

Register interest