CRM

Now with AI email drafting — write less, close more

The CRM Your Team
Actually Uses

Contacts, deals, pipelines, and AI-powered email — all in one place. Tell the AI what to write and it drafts the email in seconds, so your reps spend their time closing deals, not composing messages.

No credit card required

90-day free trial

AI email drafting built in

Role-based access

crm.yourcompany.com/dashboard

248

Contacts

$1.2M

Pipeline Value

Open Deals

Tasks Due

ContactCompanyStageValue

Sarah JohnsonAcme CorpQualified$45,000

Mike TorresTechStartProposal$120,000

Lisa ChenGlobalPENegotiation$280,000

Role-Based Access

Admin · Manager · Sales · Support

TOTP 2FA

Optional per-user security

Full Audit Log

Every action tracked

Why CRM

Managing customers without a real CRM

Spreadsheets, email threads, and sticky notes aren't a CRM strategy — they're a liability.

Without CRM

Lead data scattered across email & spreadsheets

No visibility into the sales pipeline

Follow-ups missed, deals lost silently

Jump to Gmail, compose, switch back — 40 times a day

Every rep rewrites the same follow-up from scratch

No handoff record when a rep leaves

Customer support with no context

With CRM

All contacts, companies, and deals in one place

Visual Kanban pipeline with stage tracking

Task reminders and activity logs per contact

Full history survives any team change

Send emails directly from any contact — never leave the CRM

One-click templates — personalized, consistent, logged automatically

Support tickets linked to contacts with context

Features

Everything your team needs. Nothing it doesn't.

Built for small teams and scaling businesses — no bloat, no consulting required.

Contacts & Companies

Unified contact and account database with custom fields, tags, notes, and full activity history per record.

Deals & Pipeline

Drag-and-drop Kanban board with customizable stages, win probability tracking, and revenue forecasting.

Lead Management

Capture and qualify leads with source tracking, scoring, and one-click conversion to contacts and deals.

Tasks & Activities

Assign tasks to teammates, log calls, emails, and meetings with due-date reminders and overdue alerts.

Support Tickets

Track customer issues from open to resolved. Tickets are linked to contacts so agents always have full context.

Reports & Analytics

Sales performance, activity summaries, lead conversion rates, and pipeline health — all exportable to CSV.

Integrated Email

Send emails directly from any contact page using your own SMTP. Every message is logged automatically to the contact's history — no tab-switching, no copy-pasting.

Email Templates

Build a shared library of reusable email templates with dynamic variables like {{first_name}} and {{company}}. Admins create them once; the whole team uses them instantly.

AI Email Drafting

Tell the AI what to write in one sentence and it drafts the full email. No more blank pages, no more rewriting the same follow-up. More time selling, less time typing.

AI-Powered Email

Write less.
Close more.

Your reps spend hours every week switching to Gmail, staring at a blank page, writing the same follow-up for the hundredth time. With built-in AI drafting, they describe what to say in one sentence — and the email is written for them in seconds. Right inside the contact record.

Tell the AI what to write

Type one sentence — "follow up on the demo, mention the enterprise discount" — and the AI drafts a complete, professional email instantly.

Send without leaving the contact

Draft, review, and send right from the contact record — using your own email credentials. Every email is auto-logged to history.

Reusable templates when you need them

Admins build a shared library — the AI can generate templates too. Pick one, personalize with {{first_name}} and {{company}}, send in seconds.

Stop wasting time. Start closing deals.

Every minute saved on writing is a minute spent on the call, the demo, or the negotiation. That's where deals are won.

New Email — Bob Fisher

To Bob Fisher <bob@acmecorp.com>

Subject Your quote is on its way, Bob

Hi Bob,

I wanted to let you know your quote will be ready by Monday and will include the full pricing breakdown you requested.

I'll send it over as soon as it's finalized. In the meantime, feel free to reach out if anything changes.

AI wrote this from:

"Reply to Bob that his quote will be ready next week"

Email History

Quick follow-up on our proposal

Alex Morgan · 2 min ago

Proposal — Acme Corp Q2

Alex Morgan · 5 days ago

Nice to meet you, Sarah!

Alex Morgan · 2 weeks ago

Security

Security isn't an add-on. It's the foundation.

Every workspace is isolated, encrypted in transit, and protected by industry-standard authentication.

🔐

bcrypt Password Hashing

Passwords are never stored in plain text — bcrypt with cost factor 10 on every credential.

📱

TOTP Two-Factor Auth

Optional per-user 2FA via Google Authenticator, Authy, or any TOTP-compatible app.

🔑

JWT Token Auth

Short-lived signed tokens protect every API endpoint. No session state on the server.

🧱

Helmet.js Headers

Security headers (CSP, HSTS, X-Frame-Options) applied automatically on every response.

⚡

Rate Limiting

🏠

Isolated Workspaces

Each organization runs in a fully isolated database. No data is ever shared between tenants.

🛡️

Role-Based Access

Admin, Manager, Sales Rep, Support Rep, and Read-Only roles with granular permission enforcement.

📋

Full Audit Log

Every create, update, delete, and login is timestamped and attributed to the acting user.

🔒

HTTPS by Default

All traffic is encrypted in transit. No plaintext communication on any production endpoint.

Pricing

Simple, transparent pricing

Start on the free trial. Upgrade when you're ready. No surprise fees.

Starter

$20

/ month

Up to 10 users

Contacts & Companies
Deals & Pipelines
Leads & Activities
Tasks & Tickets
Reports & CSV export
TOTP 2FA & audit log
Role-based access

How we stack up

Full-featured CRM at a fraction of the cost of enterprise alternatives.

Feature	CRM ✦	Salesforce	HubSpot	Spreadsheets
Starting price	$20 / mo	$25/user/mo	$15/user/mo	Free
Isolated workspace per org	✓	✗	✗	✗
Contacts & companies	✓	✓	✓	Partial
Deal pipeline (Kanban)	✓	✓	✓	✗
Lead management	✓	✓	✓	✗
Support tickets	✓	✓	Add-on	✗
TOTP two-factor auth	✓	✓	Paid only	✗
Full audit log	✓	Paid only	Paid only	✗
Role-based access	✓	✓	Paid only	✗
Integrated email (send from contact)	✓	Add-on	Paid only	✗
Shared email templates + variables	✓	Paid only	Paid only	✗
90-day free trial	✓	✗	Limited	✓
Flat per-org pricing	✓	✗	✗	✓

Testimonials

Trusted by growing teams

★★★★★

"We moved from a mess of spreadsheets and HubSpot's free tier. The pipeline view alone saved our sales team hours every week. Setup took literally ten minutes."

Michael K.

VP of Sales, Series A SaaS Company

★★★★★

"The isolated workspace model was exactly what we needed. Each client we manage has its own CRM instance — no cross-contamination, clean audits every time."

Sarah W.

Operations Director, Consulting Firm

★★★★★

"We had tried three CRMs before this. The flat pricing per workspace — not per seat — made it a no-brainer for our team of 40. The ticket system is a bonus we didn't expect to love."

Rachel P.

COO, Growth-Stage E-Commerce

★★★★★

"The AI drafting is the feature I didn't know I needed. I type one sentence about what I want to say, and a full professional email appears in seconds. My reps are sending twice the outreach in the same amount of time — and the quality is better because they're not rushing a blank page at 5pm."

James L.

Head of Sales, B2B Logistics Company

FAQ

Frequently asked questions

Your data lives in a dedicated database for your workspace. It is never mixed with data from other organizations. You control your own workspace, and deletion is permanent and complete.

Under 60 seconds. Enter a workspace name, your name, email, and password — your CRM is live immediately. No installation, no configuration wizard, no waiting for an onboarding call.

After 90 days, you'll be prompted to choose a paid plan to continue. Your data is preserved throughout — nothing is deleted. You can export everything at any time via CSV export on every module.

Yes. From the Settings → Team page, admins can invite users with any role: Admin, Manager, Sales Rep, Support Rep, or Read-Only. All users count toward your plan's user limit.

Yes. Every user can enable TOTP-based 2FA (Google Authenticator, Authy, 1Password, etc.) from their profile settings. It is optional but strongly recommended for admin accounts.

Yes, at any time from Settings → Subscription. Upgrades take effect immediately. Downgrades apply at the next billing cycle, subject to your current user count not exceeding the new plan's limit.

When composing an email from any contact record, click the "AI Draft" button. A panel opens where you describe what you want to say in plain language — for example, "follow up on the proposal from last week and offer a 15-minute call to answer questions." The AI generates a full, professional email body in seconds. Review it, make any edits you want, and send. Your email signature is preserved automatically and never duplicated.

Each user connects their own email account via SMTP credentials in Settings → My Email. Once configured, Send Email and AI Draft appear on every contact record. Admins build a shared template library in Settings → Email Templates — with dynamic variables like {{first_name}} and {{company}} — and can even let the AI generate templates from a description. Every sent email is automatically logged to the contact's history.

Per workspace. One flat monthly fee regardless of how many users you have — up to the plan's included limit. No per-seat charges, no surprise invoices at the end of the month.

The CRM Your TeamActually Uses

Managing customers without a real CRM

Everything your team needs. Nothing it doesn't.

Write less.Close more.

Security isn't an add-on. It's the foundation.

Simple, transparent pricing

How we stack up

Trusted by growing teams

Frequently asked questions

Create your workspace

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The CRM Your Team
Actually Uses

Write less.
Close more.