Product

One CRM for the whole sales day.

Pellwood covers the work sellers do every day and the reporting managers need every week. Here’s what’s inside.

Boards and lists for every way you sell, with stages, probabilities and rotting rules that you set.

All plans. Unlimited pipelines on Growth and Scale.

Two-way sync with Gmail, Google Workspace and Microsoft 365. Send, track and template from Pellwood or from your inbox.

All plans. Shared inboxes and the meeting scheduler on Growth and Scale.

Sequences, workflows and lead routing that run in the background while your team sells.

10 active automations on Starter, 50 on Growth, unlimited on Scale. Sequences on Growth and Scale.

Dashboards and goals on Growth, forecasting and quotas on Scale, and exports wherever you need them.

Standard reports on all plans, dashboards on Growth, forecasting on Scale.

Summaries, drafts, call notes and meeting prep, built into every deal and contact.

Assistant Lite on Starter (50 actions per user a month), 300 actions on Growth, fair-use unlimited Assistant Pro on Scale.

Connect the tools you already use, from Gmail and Slack to QuickBooks and Snowflake.