Account tracking
Account and contact structures for sales relationship visibility.
MeshDex Pipeline · Sales pipeline CRM
From Inquiry
to Opportunity.
An inquiry is only the beginning. Keep relationships, requirements, activities, and next steps together. Use AI-assisted proposal drafting to turn deal context into a starting point your team can review.
- Know the next step
- Keep opportunity owners and sales activity visible.
- Carry context forward
- Bring requirements and relationships into the deal.
PipelineOne shared workspace
Focused on Pipeline. Built on MeshDex One.
One workspaceGoverned accessShared billing & credits
Create an account, then choose a paid module or bundle plan. View plans.
Built for the everyday work
The details that keep
your operation moving.
For teams that want revenue workflows connected to the same workspace, billing, notification, and access model.
Opportunity management
Deal stages, values, owners, activities, and follow-through workflows.
Proposals and sales activity
Draft proposals with AI assistance and track calls, notes, tasks, and next actions alongside the opportunity.
Forecasting
Pipeline and weighted forecast views for revenue visibility and operating reviews.
Connected operations
Convert accessible Reach prospects and hand won deals to governed Ledger drafts.
Platform governance
Designed to inherit tenant roles, workspace access, billing, credits, and notification preferences.
Your workflow. A shared foundation.
Start with Pipeline.
Keep your operations connected.
For teams selling through conversations, proposals, and considered decisions. Keep the relationship visible from the first inquiry through the opportunity and commercial handoff.
Made for teams like yours
- Sales teams
- Founders
- Revenue operators
- Account managers
Choose an individual module plan or a complete bundle. Workspace access, billing, and shared credits stay within the same platform boundary.
Compare plansSet up your platform foundation
A clear place to begin.
Product guide
Organizations, tenants and workspaces
Understand the business, access and billing boundaries before adding people or changing shared settings.
Read guide Product guidePlans and bundles
Review module entitlements, workspace bundles and plan changes within the correct billing scope.
Read guide Product guideMembers, invitations and roles
Give teammates the workspace role and module permissions required for their work.
Read guideThe wider platform
Explore your next workflow.
Explore complementary modules when your team needs them. Capabilities and cross-module handoffs depend on your plan, configuration, and permissions.
Your next step
Bring more clarity to your team’s sales process.
Choose a plan to get started, or walk through your team’s needs with us.