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Contacts and pipeline

A CRM that fills itself from the conversation.

BlueTier’s CRM turns the people in your conversations into contact records, places them on a drag-and-drop pipeline and keeps their follow-up tasks beside them. It is for professionals and teams who sell through relationships on LinkedIn and other channels, and want the pipeline to stay current without retyping anything.

Plans
Every plan
Pipeline
Started · Engaged · Interested · Coordinating · Handoff by default — rename, add, reorder or remove any stage
Tasks
Linked to each conversation
In this view · IllustrativeA pipeline board shows four of its six stages — New, Contacted, Qualified and Proposal — with fictional contact cards. One contact moves from Contacted to Qualified, and a follow-up task below turns from a clock to a check mark.

Contacts from the conversation, not from data entry.

The people in your conversations become contact records, and everyone who isn’t noise has a place on the pipeline — no spreadsheet, no copying and pasting.

A pipeline that moves with the conversation.

Drag contacts between stages on a kanban board. When AI triage sees buying or partnership intent from a lead, the contact moves forward on its own — never backwards, and never to closed without you.

Explore AI triage

Follow-ups that don’t slip.

When a conversation’s first classified message is a lead that needs your answer, a follow-up task is created and linked to the conversation; you can add your own. Completing a task resolves it.

Contacts and pipeline

How it works

  1. Step 1: A conversation starts

    On any channel connected to your inbox.

  2. Step 2: The contact is created

    Everyone who isn’t noise gets a record and a place on the pipeline.

  3. Step 3: Triage moves it forward

    A new lead’s buying or partnership intent advances the stage; its open question becomes a task.

  4. Step 4: You work the board

    Drag cards between stages, and open each task’s conversation from the task.

Plans

Included on every plan.

Contacts, the pipeline and tasks are part of the unified inbox, included on every plan. First month free. Payment method required at sign-up. Monthly billing begins after the free month unless canceled.

  • Professional

    $89/ month

    • Contacts and pipeline: included
  • Plus

    $179/ month

    • Contacts and pipeline: included
  • Premium

    $299/ month

    • Contacts and pipeline: included

Questions

Questions about contacts and the pipeline

See every answer
Is BlueTier a LinkedIn CRM?

Yes, and more than that: BlueTier’s CRM holds the contacts from your LinkedIn conversations and from every other channel connected to your inbox, on one pipeline with their follow-up tasks.

Does the AI change my pipeline?

Only forward. When a conversation’s first classified message is a lead showing buying or partnership intent, the contact moves forward in the pipeline; it never moves a contact backwards and never closes a deal on its own. You can drag any card to any stage yourself.

Where do follow-up tasks come from?

From triage, when a conversation’s first classified message is a lead that needs your reply, or from you. Every task links back to its conversation, and completing it resolves it.

Which plans include contacts and the pipeline?

Contacts, the pipeline and tasks are part of the unified inbox, included on every plan. Prices: Professional ($89 a month), Plus ($179 a month) and Premium ($299 a month). First month free. Payment method required at sign-up. Monthly billing begins after the free month unless canceled.

Let the pipeline keep itself.

Book a demo to see contacts, stages and tasks fill in from real conversations, or choose a plan and start.
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