Sales pipeline CLI — inspect contacts, deals, pipelines, and activity feeds across HubSpot and Pipedrive from your terminal. Pro features include revenue forecasting, deal scoring, churn detection, cohort analysis, hygiene reports, and cross-CRM sync.

Architecture

graph TD
    CLI[pipeview CLI] --> FREE[Free Commands]
    CLI --> PRO[Pro Commands]
    FREE --> C[contacts]
    FREE --> D[deals]
    FREE --> P[pipeline]
    FREE --> S[search]
    FREE --> A[activity]
    FREE --> T[timeline]
    PRO --> F[forecast]
    PRO --> SC[score]
    PRO --> CH[churn]
    PRO --> CO[cohort]
    PRO --> H[hygiene]
    PRO --> SY[sync]
    C & D & P & S & A & T & F & SC & CH & CO & H --> HS[HubSpotAdapter]
    C & D & P & S & A & T & F & SC & CH & CO & H --> PD[PipedriveAdapter]
    SY --> HS
    SY --> PD

Installation

npm install -g pipeview-cli

Quick Start

# Set credentials
export HUBSPOT_ACCESS_TOKEN=your-private-app-token
# or
export PIPEDRIVE_API_TOKEN=your-api-token
export PIPEDRIVE_COMPANY_DOMAIN=yourcompany

# List contacts
pipeview contacts --provider hubspot

# List open deals
pipeview deals --provider pipedrive --stage "Proposal Made"

# View pipeline structure
pipeview pipeline --provider hubspot

# Search contacts
pipeview search --provider hubspot "acme"

# Activity feed
pipeview activity --provider pipedrive --deal 101

# Contact timeline
pipeview timeline --provider hubspot contact-id-here

Commands

Free

| Command | Description | |---------|-------------| | pipeview contacts | List contacts with stage/owner filters | | pipeview deals | List open deals with stage/pipeline filters | | pipeview pipeline | View pipeline structure and stages | | pipeview search <query> | Search contacts by name/email | | pipeview activity | Activity feed (calls, emails, meetings) | | pipeview timeline <contact-id> | Full activity timeline for a contact |

Pro (requires PRO_LICENSE=CPK-...)

| Command | Description | |---------|-------------| | pipeview forecast | Weighted revenue forecast — 3 scenarios | | pipeview score | Deal health score 0-100 with risk factors | | pipeview churn | At-risk customer detection | | pipeview cohort | Customer cohort analysis by acquisition month | | pipeview hygiene | CRM data quality report (duplicates, stale deals) | | pipeview sync | Dry-run diff between two CRMs |

All commands support --json for machine-readable output.

Authentication

| Provider | Required env vars | |----------|------------------| | HubSpot | HUBSPOT_ACCESS_TOKEN | | Pipedrive | PIPEDRIVE_API_TOKEN + PIPEDRIVE_COMPANY_DOMAIN | | Salesforce | SALESFORCE_ACCESS_TOKEN + SALESFORCE_INSTANCE_URL |

Examples

Forecast (Pro)

export PRO_LICENSE=CPK-your-license-key
pipeview forecast --provider hubspot --months 6
pipeview forecast --provider hubspot --json | jq '.scenarios[1].total_value'

Score (Pro)

pipeview score --provider pipedrive
pipeview score --provider hubspot --deal deal-id-123

Churn (Pro)

pipeview churn --provider hubspot --days 14

Hygiene (Pro)

pipeview hygiene --provider pipedrive --json | jq '.summary'

Sync (Pro)

pipeview sync --source hubspot --target pipedrive

Development

npm install
npm run build
npm test

License

MIT — Pro features require a license key from craftpipe.dev.