New: forecast categories and quota tracking on Scale. See what shipped

Customer stories

Teams that run their sales on Pellwood.

From four-person wholesale teams to 30-seat brokerages. Metrics are reported by the customers themselves.

Scale · 26 seats from HubSpot Sales Hub Professional

Brightwater Staffing

Light-industrial staffing · Chicago, IL

Brightwater moved 26 recruiters and account managers off HubSpot over one weekend.

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Growth · 18 seats from HubSpot Sales Hub Starter

Ridgeway Solar

Residential solar installation · Phoenix, AZ

Ridgeway Solar cut lead response time from four hours to 22 minutes.

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Growth · 14 seats from Pipedrive

Harbor & Finch Insurance

Independent insurance agency · Boston, MA

Harbor & Finch built a renewals pipeline that catches every policy 90 days out.

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Growth · 9 seats from Spreadsheets and Outlook

Copperline Dental Supply

Dental supply distribution · Raleigh, NC

Copperline replaced three spreadsheets and a whiteboard with one pipeline.

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Scale · 32 seats from Salesforce Sales Cloud

Tern Logistics

Freight brokerage · Savannah, GA

Tern Logistics gave 32 brokers forecasting without a full-time admin.

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Growth · 4 seats from Pipedrive

Mossgiel Coffee Wholesale

Wholesale coffee roasting · Portland, OR

Mossgiel’s four-person wholesale team tracks 240 cafe accounts in one place.

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