The CRM built for bankers.
Priced for teams.
One flat rate per user. All features included. No contracts, no setup fees. Cancel anytime.
How many users will you add?
Users:
$20
/month
1 user × $20/user/month
Everything included in every plan
Loan Pipeline Kanban
5-stage drag-and-drop board from Application to Funded. Track every deal in real time.
Deposit Pipeline
6-stage workflow for deposit relationship management from Prospect to Account Funded.
Customer & Contact CRM
Full relationship view showing total loan + deposit value per customer at a glance.
Performance Reports
Pipeline metrics, stage conversion rates, time-in-stage, and funded loan/deposit volume trends.
Notification Center
Stage-change alerts, reminders, activity notifications — so nothing falls through the cracks.
Workflow Automations
Stage-based triggers auto-create reminders, checklists, and activity notes on every deal.
Role-Based Access
Admin, Manager, Loan Officer, and Viewer roles with granular feature permissions.
Branch Data Scoping
Users see only their assigned records. Admins get a full view across all branches.
Frequently asked questions
What's included in the $20/user/month plan?
Everything. There is only one plan — full access to all features including pipelines, reports, automations, notifications, and role-based access control. No hidden upgrades.
Can I add or remove users at any time?
Yes. Your billing adjusts to match your seat count. When you add a seat, the new charge takes effect at the next billing cycle. Removing a user frees a seat immediately — billing adjusts at renewal.
Is there a free trial?
No. We charge from day one. You get full access to a working CRM built specifically for commercial bankers — no limits, no teaser features.
How does billing work for teams?
The account admin manages billing. The admin pays for the total number of seats, then can add team members up to that limit. Each user gets their own login and role.
Can I cancel anytime?
Yes. Cancel from the billing dashboard at any time. Your access continues until the end of the current billing period.
What if I need more than 25 seats?
Contact us at support@bankerpipeline.com for enterprise pricing tailored to your institution.
Ready to modernize your pipeline?
Join bankers managing their loan and deposit workflows with BankerPipeline.
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