AI-powered contact management, pipeline tracking, team dashboards, and daily briefings — built for small businesses and growing teams who want Salesforce intelligence without the Salesforce price tag.
No credit card. No sales call. Setup in 48 hours.
Real contacts. Real pipeline. Real AI. No configuration required.
Every feature your team needs from day one. No add-ons. No per-seat surprises. No six-month implementation.
Every day at the time you set, Claude reads your team's activity and delivers a plain-English summary to your inbox — outcomes, follow-ups, and recommended actions. No manual reporting.
One click on any contact generates a full relationship brief — history, priority level, last interaction, and the best next move. New reps get up to speed in seconds, not days.
Select a contact segment, describe your goal, and AI drafts your outreach message or email campaign instantly. Edit, approve, and send — no copywriter needed.
Overview, Sales, Marketing, Operations, and Executive dashboards — each built for a different audience. Everyone sees the numbers that matter to their role, not everyone else's noise.
Kanban-style pipeline with drag-and-drop stage management. Lead → Prospect → Active → Won → Lost. Real-time dollar values on every stage so you always know where revenue stands.
Log any call, email, meeting, demo, or site visit in under 60 seconds. Mobile-optimized. Links to existing contacts or creates new ones on the fly. Built for reps in the field.
Daily and weekly summaries pre-populate from logged activity — contacts touched, outcomes, miles driven, reference codes. One click to review, one click to send to leadership.
AI reads your contact notes and suggests a priority level — Low, Medium, High, or Urgent — with a one-sentence reason. Your team validates it. The AI just surfaces what's already there.
Change field labels, dropdown options, pipeline stages, and dashboard metrics from the Admin panel — no developers, no tickets, no waiting. Your CRM adapts to your process, not the other way around.
We're not for everyone. But if you're a small or growing team, this comparison speaks for itself.
| Feature | AI CRM | Salesforce | HubSpot | Monday |
|---|---|---|---|---|
| Flat org pricing (no per-seat) | ✓ | ✗ | ✗ | ✗ |
| AI briefings built in | ✓ | Add-on | Add-on | ✗ |
| Multiple team dashboards | ✓ | ✓ | Limited | Limited |
| Setup in under 48 hours | ✓ | ✗ | Maybe | ✓ |
| No-code admin customization | ✓ | Complex | ✓ | ✓ |
| AI contact summaries | ✓ | Einstein $$$ | Breeze AI | ✗ |
| Visual pipeline (kanban) | ✓ | ✓ | ✓ | ✓ |
| Starting price | $99/org | $175/seat | $100/seat | $16/seat |
Any organization. Any industry. One CRM.
Track every deal, log every call, monitor pipeline value in real time, and get AI-generated follow-up briefs so nothing falls through.
Manage leads by source, track campaign activity, draft outreach with AI, and see what's actually converting — not just what's being clicked.
Log daily activity, track team performance by rep, generate end-of-day reports automatically, and get a daily briefing every afternoon.
Manage donors, track program participants, log outreach, and generate funder-ready reports — at a price that fits any budget.
Get enterprise-grade CRM features without enterprise complexity or cost. Set up in 48 hours. Run it yourself. No IT team required.
Move fast. Track every contact, every deal, every conversation from day one — and scale the CRM as your team grows without switching platforms.
No per-seat fees. No surprise add-ons. Cancel anytime.
First month completely free. Your team live in 48 hours. No credit card, no sales call, no implementation consultant.
Joining 10 founding organizations. Spots are limited.