Version 2.0 out now
Manage Your Sales Process with Clarity and Control
Bring your contacts, conversations, and pipeline together. Give your sales team a clearer path to its next win.
Features
Four jobs Waypoint takes off your plate
The work around the work: chasing updates, sorting priorities, switching apps, and keeping deals moving.
When a deal is updated
Run automation
Update status · Notify team
Automations
Follow-ups without the nudging
When a deal moves forward, Waypoint updates the pipeline and tells the people who need to know. You set the rule once.
Website inquiry · Qualified
Product demo · Booked
Enterprise deal · Proposal
Pipeline
One pipeline, viewed the way you need
Lists and boards read from the same data, so contacts, priorities, and next steps match wherever you look at them.
W
Your customer, connected
Integrations
Your other apps, linked to the deal
Attach an email, a meeting, or a document to the customer it belongs to, and stop searching for it later.
FOCUS SESSION
01:30:00
Sales outreach · Focus on
Notifications paused until 12:00
Focus time
Time for selling stays protected
Plan your calls and follow-ups in one calendar. Keep the next best action clear and your team focused.
Getting started
Three steps to get set up
Connect your tools, bring in your pipeline, and add the rules your team needs first.
01
Connect your tools
Sign in to your email, calendar, and CRM. Bring the conversations and contacts you choose.
02
Bring in your pipeline
Import your existing contacts and deals, with owners, notes, and next steps intact.
03
Add a few rules
Start with the follow-ups and handoffs your team repeats most. Add more once those are running.
CONNECTED APPS
Calendar
Documents
CRM
W
Waypoint
Your sales workspace
Your day
09:00 Team stand-up
10:00 Focus time · Outreach
12:00 Lunch
14:00 Pipeline review
Integrations
Works with the tools you already pay for
Keep conversations, customer data, and your pipeline connected, so nobody has to update the same thing in two places.
Calendar
See calls and meetings on the same timeline.
Turn an email into a follow-up with the thread attached.
Docs
Link proposals and meeting notes to the deals they describe.
Team Chat
Keep conversations and deal updates connected.
Boards
Keep your existing boards in sync while you move over.
Cloud Drive
Attach files to deals without downloading them.
Video Calls
Keep meeting links and action items with the customer.
Task Tracker
Import projects and keep next steps moving.
CRM
Bring your contacts and customer history together.
Teams
Set up differently for every team
Sales, marketing, customer success, and operations work from one workspace, in their own way.
01 SALES
Every deal, moving forward
Keep conversations, next steps, and pipeline stages together. Know who to follow up with and when.
Enterprise deal · Proposal sent
One connected workspace
02 MARKETING
Campaigns connected to customers
Bring leads and campaign context into your sales workflow, so every handoff starts informed.
Product launch · New leads
One connected workspace
03 CUSTOMER SUCCESS
Relationships beyond the close
Share customer history, track onboarding, and keep the next conversation personal.
Onboarding · In progress
One connected workspace
04 OPERATIONS
Processes that run on schedule
Turn repeatable handoffs into clear workflows that assign the next person automatically.
When deal is won · Notify team
One connected workspace
Pricing
Simple to start. Built to grow with your team.
Choose the plan that fits your workflow. Keep your customers, conversations, and next steps together.
WAYPOINT
Starter
For smaller teams building their pipeline.
$10.99
per month · billed monthly
Includes
Up to 10 users
5 tasks & projects
Pipeline tracking
Board & calendar views
Real-time notifications
MOST POPULAR
Growth
For growing teams ready to close more.
$19.99
per month · billed monthly
Includes
Up to 20 users
20 tasks & projects
Pipeline tracking
Board & calendar views
Real-time notifications
WAYPOINT
Professional
For teams that need room to scale.
$49.99
per month · billed monthly
Includes
Unlimited users
Unlimited tasks & projects
Pipeline tracking
Board & calendar views
Real-time notifications
WAYPOINT
Enterprise
For companies that need a tailored setup.
Let’s talk
Custom pricing
Includes
Talk to us about your needs
Team workflows
Connected customer data
Flexible setup
Dedicated sales conversation
FAQs
Questions people ask before signing up
Everything you need to know about Waypoint, from plans and integrations to your next stage of growth.
What is Waypoint?
Waypoint is an AI-powered sales management platform that helps teams automate workflows, track pipelines, forecast revenue, and close deals faster using intelligent insights.
Does Waypoint integrate with CRM tools?
Is there a free trial available?
How does Waypoint use AI?
What kind of support does Waypoint provide?
How does Waypoint help teams collaborate?
Try Waypoint with your own pipeline
Import your contacts, connect your tools, and see how much of your week Waypoint takes care of.
Connect your calendar
Import your existing contacts
Add your first automation
Invite your team