Client Pipeline Support

Quick Help

Client Pipeline is designed to be simple and fast. You can start using it right away without creating an account.

• Add a pipeline: Tap the + button to create a new deal or opportunity.
• Log interactions: Open a pipeline and add memos for calls, meetings, or emails.
• Set next steps: When adding a memo, set a follow-up date so you know what to act on next.
• Stay organized: Pipelines are automatically ordered by what needs attention first.
• Export when needed: Pro users can export pipelines as CSV or PDF for sharing or reporting.

Tip: Adding a new memo updates the next follow-up automatically, keeping your pipeline up to date.

FAQ

Does Client Pipeline collect my data?
No. Client Pipeline does not collect or sell your data. Your pipelines and memos are stored on your device unless you export or share them.

How do subscriptions work?
Pro is an auto-renewing subscription. You can manage or cancel in iOS Settings → Apple ID → Subscriptions.

How do I restore purchases?
Open the Pro plans screen and tap Restore Purchases.

How do I export my pipeline?
In Pipeline, tap the share icon and choose CSV or PDF. For PDF exports, you can optionally enable password protection.