CRM for small and growing sales teams
The CRM your sellers actually keep up to date.
Pellwood puts your pipeline, your team’s email and your follow-ups in one place, then lets the Assistant write the notes, the next steps and the follow-up emails. Set up in an afternoon, move your history from HubSpot or Pipedrive for free, and pay per seat with no onboarding fees.
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No card needed. Plans from $16 per seat a month billed annually.
Everything a sales team runs on
Pipeline
Boards, lists and stages that match how you sell. Rotting alerts show which deals have gone quiet.
Email sync
Two-way Gmail and Outlook sync. Every thread lands on the right contact and deal; personal mail stays private.
Automation
Sequences that stop on reply, lead routing, task creation and stage changes, built without code.
Reporting
Dashboards, goals and forecasting by rep, team and territory, with exports to Sheets or your warehouse.
Assistant
Deal summaries, meeting prep, call notes and email drafts, grounded in your own CRM data.
Integrations
30 native integrations including Slack, Zoom, QuickBooks, DocuSign and Zapier.
Switching from HubSpot or Pipedrive?
Our importers bring contacts, companies, deals, activities, notes, emails and owners with their original dates. Annual plans with 10 or more seats get a guided migration from our onboarding team at no cost.
Read the migration guide · Pellwood vs HubSpot · Pellwood vs Pipedrive
Price a team in seconds
Every price is public. Try the calculator with your team size:
Starter, 3 seats, monthly
Growth, 10 seats, annual
Scale, 20 seats, annual
Teams that switched
Scale · 26 seats
Brightwater Staffing
Light-industrial staffing · Chicago, IL · from HubSpot Sales Hub Professional
Brightwater moved 26 recruiters and account managers off HubSpot over one weekend.
Growth · 18 seats
Ridgeway Solar
Residential solar installation · Phoenix, AZ · from HubSpot Sales Hub Starter
Ridgeway Solar cut lead response time from four hours to 22 minutes.
Growth · 14 seats
Harbor & Finch Insurance
Independent insurance agency · Boston, MA · from Pipedrive
Harbor & Finch built a renewals pipeline that catches every policy 90 days out.
What customers say
Finally a CRM I keep open all day
Gmail sync just works and the Assistant writes my follow-ups from the call notes. I edit a sentence and send. Our manager stopped chasing us for updates.
Carmen Ruiz, Account Executive, Fieldstone Roofing · Oct 4, 2026
Set up in an afternoon
Imported our Pipedrive account with the importer, including activities and files. Took about 40 minutes for 6,000 records. Support answered two questions on chat within minutes.
Ben Achterberg, Founder, Lindell Analytics · Sep 27, 2026
Strong pipeline, reporting still growing
Pipeline views and automations are excellent. Custom report building is good but not as deep as what we had in Salesforce. The roadmap call with their PM was genuinely useful.
Priscilla Owusu, Sales Manager, Kettering Medical Staffing · Sep 19, 2026
Built in New York and Austin
Pellwood was founded in 2024 by Hannah Okoye and Tomás Albright after a decade of running and building sales tools for other people. We are backed by Tamarack Street Capital and Bellhaven Ventures. Meet the team.