Pipeline Pal
Plugins by plugins.works
Pipeline PalA CRM you talk toCurrent · Beta
Job Hunt PalYour job search, organisedComing soon- More coming soonNew plugins land here
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Pipeline Pal
Plugins by plugins.works
Pipeline PalA CRM you talk toCurrent · BetaJob Hunt PalYour job search, organisedComing soonPipeline Pal keeps your leads, customers and deals one message away. Ask ChatGPT or Grok what's moving, add a lead mid-conversation, and get a nudge on who to follow up with. No extra tab, no data-entry marathon.
Works in ChatGPT and Grok. Other assistants that support MCP connectors, like Claude, should work too.
Pipeline Pal connects to ChatGPT as an app (an MCP server). Here's how to plug it in today.
In ChatGPT on the web, open Plugins, select + and choose Add custom MCP server. Availability depends on your plan and workspace.
Use this as the MCP server URL:
https://plugins.works/pipeline-pal/mcpChoose OAuth, select Create as a plugin and sign in with your plugins.works account (or create one). Then say Show my sales pipeline
.
A one-click listing in the ChatGPT app directory is coming soon. Using Grok? See how to connect Pipeline Pal to Grok.
Built for founders, freelancers and anyone whose CRM is currently a spreadsheet and good intentions.
Drag deals from New → Contacted → Qualified → Proposal → Negotiation → Won/Lost.
Contacts, companies and notes in one tidy list, with a detail panel for each.
Values, stages and expected close dates, so you know what's actually in play.
Calls, meetings and notes logged in plain language. "Had a call with Sarah" is enough.
Ask what to focus on today and get a short, prioritised list.
See who's gone quiet and which deals need a nudge before they go cold.
Pair it with ChatGPT's own Gmail connector to draft follow-ups using your CRM context.
Works in ChatGPT on the web, desktop and mobile apps, with a layout built for both.
Your data is yours alone: separated per user and hosted in Switzerland.
No commands to memorise. Just talk to ChatGPT like you would to a helpful sales assistant.
Show my sales pipeline
Opens the board with every deal by stage.
Add Sarah Lim from Acme as a new lead and open her details
Creates the lead and slides open her profile, ready for notes.
What should I focus on today?
Gives you a daily brief: hot deals, overdue follow-ups and what's next.
Yes. Pipeline Pal is currently free while it's in beta.
Your CRM data is stored on servers in Switzerland and is only accessible to your account. ChatGPT sees what the app returns when you ask for it. Details are in the privacy policy.
You need a ChatGPT account that can use apps. Availability depends on your plan and region.
Yes. In Grok, or any assistant that supports custom MCP connectors, add https://plugins.works/pipeline-pal/mcp as a custom connector and sign in with your plugins.works account. It's tested in ChatGPT and Grok. Claude, Cursor and VS Code should work too but haven't been tested yet.
Yes. Get in touch via the support page and your account and all its data will be deleted.
No. Pipeline Pal has no email access. If you want email help, ChatGPT's own Gmail connector can work alongside it.