Tubular

What is Tubular

Tubular is a lightweight, affordable sales pipeline CRM built specifically for collaborative sales teams at startups, SMBs, and agencies. Unlike enterprise CRMs such as Salesforce or HubSpot that require significant configuration overhead and cost, Tubular focuses on the core job to be done for sales-led companies: capturing leads, managing deals through a visual pipeline, automating routine sales workflows, and generating actionable revenue reports — all at a price point accessible to small and mid-sized teams. Pricing starts at £25/user/yr for the Pro plan, making it one of the most cost-effective sales pipeline tools on the market.

Tubular's central concept is the "DNA" (Deal Nurturing Automation) credit system: credits power automated lead enrichment, scoring, and workflow triggers that keep deals moving through the pipeline without manual rep intervention at every step. The Pro plan includes 200 DNA credits; the Enterprise plan provides unlimited credits alongside a REST API, custom integrations, dedicated account manager, and sales targets functionality. Authentication supports Google, LinkedIn, and email/password login, and the platform integrates natively with Gmail, Outlook 365, and Zapier for workflow automation. Setup complexity is rated "Advanced" by ColdIQ — teams should expect a reasonable configuration investment to set up pipelines, deal stages, automation rules, and integrations before the platform runs efficiently.

Tubular is not designed to replace complex marketing automation platforms, deep data enrichment tools, or enterprise CRMs with ERP integrations. It is purpose-built for sales pipeline management and activity tracking. Key verticals where it's used include tech, real estate, and healthcare. Notable reported outcome: users cite up to a 75% increase in lead conversion after adopting Tubular, attributing the improvement to cleaner pipeline visibility and faster reporting. The platform is hosted on AWS with 128-bit SSL encryption for security. Customer support is available 7 days a week with 1-to-1 training, live chat, and a dedicated support team.

How Tubular Works

Tubular is built around a visual deal pipeline that gives sales teams a clear, real-time view of every active opportunity — what stage it's in, what the next action is, and how likely it is to close. The pipeline is fully customizable: teams define their own deal stages (e.g., Prospecting → Qualified → Proposal → Negotiation → Closed Won/Lost), set deal values, assign owners, and attach contacts, tasks, and notes to each deal record.

Lead capture is automated through web forms, email integrations (Gmail and Outlook 365), and Zapier-connected sources — new leads flow into the pipeline without manual data entry. The DNA (Deal Nurturing Automation) credit system powers lead scoring and workflow automation: as leads interact with your outreach or meet criteria thresholds, Tubular automatically scores them, triggers follow-up tasks, sends notification alerts, and moves deals to the appropriate pipeline stage. The 200 DNA credits on the Pro plan cover automation actions per month; the Enterprise plan removes this cap with unlimited credits. Recurring payment tracking handles subscription and renewal deal types. Sales activity reports and revenue forecasting dashboards are generated automatically from pipeline data — managers can see team performance, pipeline velocity, deal conversion rates, and projected revenue without manually compiling reports. The REST API (Enterprise plan) enables custom integrations with existing tech stacks beyond Zapier's no-code connectors.

Key Features

Tubular combines visual pipeline management, automated lead capture and scoring, and fast revenue reporting in an affordable, easy-to-adopt CRM built for collaborative sales teams:

Who Should Use Tubular

Tubular is built for sales-driven startups, SMBs, and agencies that need a clean, affordable pipeline CRM to replace spreadsheets or an overly complex enterprise CRM. It's particularly strong for teams in tech, real estate, and healthcare where deal-based sales cycles require clear pipeline visibility and systematic follow-up.

Perfect For:

• Startups and early-stage companies moving off spreadsheets for the first time — Tubular is purpose-built for the transition from "deals tracked in Google Sheets" to a proper CRM without the implementation complexity and cost of Salesforce or HubSpot. At £25/user/yr, the entire founding sales team can be on a proper pipeline CRM for less than £100/yr. The free trial (no credit card required) allows teams to fully evaluate the platform before committing. The visual deal pipeline gives founders and early sales hires instant clarity on where every opportunity stands, what the next action is, and what the projected revenue looks like — replacing scattered notes and lost follow-ups with a single source of truth. The DNA automation system handles routine follow-up triggers so founders can focus on closing rather than manually managing task reminders
• SMBs in deal-based industries (tech, real estate, healthcare) that need fast, reliable reporting — Tubular's revenue forecasting and sales activity reporting is designed to be generated automatically from pipeline data, eliminating the hours sales managers typically spend each week pulling reports from disconnected spreadsheets. For a real estate agency tracking 50+ active deals across a team of 5 reps, Tubular's pipeline view and conversion rate reporting provides management-level visibility without a dedicated RevOps hire. The recurring payment tracking feature is specifically valuable for SaaS companies and subscription businesses tracking annual contract renewals alongside new business deals. Users report up to a 75% increase in lead conversion after adopting Tubular, citing cleaner follow-up cadences and faster identification of stalled deals as the primary drivers
• Agencies managing multiple client pipelines or projects with deal-based billing — for agencies where each client relationship or project represents a deal to be tracked through stages (from proposal to signed to active to renewal), Tubular provides a collaborative pipeline where multiple team members can contribute to and track progress on the same deal. The Zapier integration connects Tubular to agency workflow tools (project management, invoicing, communication) so deal progression triggers downstream actions automatically. The dedicated account manager on the Enterprise plan is particularly valuable for agencies that need responsive support configuring integrations for complex client stacks. Multiple authentication methods (Google, LinkedIn, email) make onboarding new team members frictionless
• Sales teams that need CRM functionality without IT or RevOps configuration overhead — Tubular's "Advanced" setup complexity rating is relative to enterprise CRMs, not to general SaaS tools. Compared to implementing Salesforce or Microsoft Dynamics, Tubular is significantly faster to configure and deploy. The platform is designed for sales managers and team leads to set up themselves without dedicated technical resources — pipeline stages, deal fields, automation rules, and email integrations can be configured through the UI without developer involvement. 1-to-1 training sessions and 7-day live chat support accelerate onboarding for teams without dedicated sales ops support. This makes it well-suited for growing SMBs that need structured pipeline management but don't yet have a RevOps function to manage a complex enterprise CRM
• Teams wanting affordable pipeline CRM alongside their existing prospecting stack — Tubular is not an all-in-one prospecting platform (it doesn't have its own contact database or email sequencing); it's a CRM and pipeline management layer designed to sit alongside existing tools. Teams using Apollo or Lemlist for prospecting, Gmail or Outlook for email, and Zapier for workflow automation can plug Tubular in as the deal tracking and pipeline visibility layer without replacing their existing stack. The Zapier integration means any tool that connects to Zapier can feed leads into Tubular and receive deal updates back. The REST API on the Enterprise plan enables direct integration for teams with custom tooling or internal data warehouses

How to Use Tubular

Start a free trial at go.coldiq.com/tubular — no credit card required and unlimited team members can be added during the trial. Configure your pipeline stages, connect Gmail or Outlook, set up Zapier integrations, and you can have deals flowing through a structured pipeline within hours.

Step-by-Step Process:

• Start Free Trial and Set Up Your Account: Visit go.coldiq.com/tubular to start your free trial — no credit card is required and the full feature set is available during the trial period. Create your account using Google, LinkedIn, or email/password authentication. During the trial, you can add unlimited team members, which is ideal for evaluating Tubular as a team before committing to a paid plan. Once inside, complete the initial workspace setup: enter your company name, configure your default currency (Tubular pricing is in GBP but the platform supports multiple currencies for deal values), and invite team members via email. The Pro plan (£25/user/yr) is the recommended starting point for most teams; the Enterprise plan (£54/user/yr) adds the REST API, unlimited DNA credits, custom integrations, dedicated manager, and sales targets for teams that need deeper customization or higher automation volume.
• Configure Your Deal Pipeline and Stages: Tubular's pipeline is the core of the platform — configure it to match your actual sales process. Define your deal stages (for a typical B2B SaaS team this might be: Prospect → MQL → SQL → Demo Booked → Proposal Sent → Negotiation → Closed Won / Closed Lost). For each stage, set the probability percentage used in revenue forecasting (e.g., Demo Booked = 30%, Proposal Sent = 60%, Negotiation = 80%). Create custom deal fields for information relevant to your sales process — deal size, contract type, product line, lead source, or industry. Set up your deal loss reasons to track why opportunities are being lost, which is critical for pipeline analysis and team coaching. Configure sales targets (Enterprise plan) for each rep and the team as a whole to enable performance tracking against quota.
• Connect Email and Zapier for Automated Lead Capture: Connect Tubular to Gmail or Outlook 365 to enable two-way email sync: emails sent and received related to a deal are automatically logged to the deal record, creating a complete communication history without manual data entry. Use Zapier to connect your lead sources to Tubular — create Zaps that automatically create new deals in Tubular whenever a lead fills out your website contact form (Typeform, HubSpot Forms, etc.), when a prospect responds to a cold email sequence (Instantly, Smartlead), when a new lead is added to your CRM, or when a customer signs up for a trial. The 200 DNA credits on Pro power the automated actions triggered by these workflow rules per month; if your automation volume exceeds this, upgrade to Enterprise for unlimited credits.
• Manage Deals and Use DNA Automation: With leads flowing into the pipeline, use Tubular's daily workflow to move deals forward. Each deal record contains the full contact history, tasks, notes, deal value, stage, owner, and predicted close date. Assign tasks to team members with due dates, set follow-up reminders, and log calls and meetings directly to deal records. Configure DNA automation rules to handle routine workflow triggers: automatically move deals to the next stage when a task is completed, send internal Slack alerts when a deal reaches a specified value, create follow-up tasks when a deal has been in a stage for more than X days without activity (stall detection), and trigger Zapier webhooks when deal status changes. The recurring payment tracking feature handles subscription or retainer deals — Tubular tracks renewal dates and automatically creates renewal deal records ahead of contract expiry to ensure renewals don't fall through the cracks.
• Track Performance with Reports and Forecasting: Tubular's reporting is designed to be fast and automatic — no manual data compilation required. Access the revenue forecasting dashboard to see projected revenue by close date, weighted by stage probability. Review pipeline velocity metrics: average deal size, average days in each stage, and conversion rates between stages. Use the sales activity report to track team performance: deals created, deals closed, tasks completed, and calls/emails logged per rep per week. Access the lost deal analysis to understand the most common loss reasons and identify patterns in deals that are being lost to specific competitors or objections. For managers, these reports replace the Monday morning pipeline review spreadsheet — all pipeline data is current in real time, not once-a-week snapshots. Share reports with leadership via direct dashboard access or export to CSV/PDF for board and investor reporting.

Tubular Pricing

Tubular Pro is £25/user/yr (unlimited deals · 200 DNA credits · Zapier · Gmail/Outlook 365). Enterprise £54/user/yr (unlimited DNA credits · REST API · custom integrations · dedicated manager · sales targets). Free trial, no credit card required. →