The CRM that works the pipeline with you

Boards your team will actually keep up to date — and email that goes out from your own address, personalised per contact, with the reporting to show what it did.

  • No credit card to look around
  • Set up in minutes
  • Cancel any time
Sales pipeline3 items Search
ContactValue
SR

Sundar Reyes

sundar@google.com · Google

$48,000
TA

Tim Alvarez

tim@apple.com · Apple

$31,500
AC

Andrea Chen

andrea@amazon.com · Amazon

$62,200
+ Add item

Shelly

Your AI assistant

online
Add Nancy Bennett, VP Eng at Zephyr Labs, nancy@zephyr.io as a contact
Message Shelly…

Just tell Shelly what you need — she reads it and does it.

Running the sales cycle at teams like

Features

Everything a modern sales team needs

One tool for the whole cycle — find them, work them, write to them, and see what came back.

Boards that fit your data

Every column has a type — link, email, phone, status, owner. Change a column's type whenever the way you work changes; the values come with it.

Owner
Status
Email
Phone
Link
Priya Raman
Qualified
priya@northwind.co
+44 20…
linkedin.com…
Marco Silva
Proposal
marco@helio.io
+44 20…
linkedin.com…
Pro

An assistant that files for you

Paste a messy signature and it extracts the fields — with a confirm step, so nothing lands behind your back.

“Nancy Bennett, VP Eng
Zephyr Labs · nancy@zephyr.io”
NameNancy Bennett
TitleVP Engineering
Emailnancy@zephyr.io
Pro

The whole story on one record

Properties, notes, follow-up tasks and every message you have sent, in one view.

  • Sent “Follow-up — pricing”

    2d ago

  • Opened · clicked twice

    2d ago

  • Note: wants Q3 start

    1d ago

  • Task: send contract

    due Fri

Pipeline and dashboards

Drag deals across stages, then watch win rate and pipeline value update the moment your data changes.

$412k+18.2%

Open pipeline, last 7 weeks

Capture in one click

Add any public profile as a lead from the browser extension — with email and phone for your 1st-degree connections.

DK

Dana Koenig

Head of Sales · Brightpath

1st
Email

Send it yourself. Know what it did.

The part every other CRM either charges a separate product for, or does from an address that is not yours.

It is your address, not ours

Connect the mailbox you already use. Messages come from your domain, replies land in your inbox, and sent mail sits in your Sent folder — we are not a sending service in the middle.

Personalised per contact

Write once with fields from the record. Every recipient gets a message that reads as though you typed it for them, because in every way that matters you did.

Straight about the numbers

Opens are directional — some mail apps fetch images automatically. We say so, and put clicks and replies where your eye lands first.

Outreach reportLast 30 days

Sent

874

Clicked

24.1%

Replied

10.4%

Intro — warm referral412 sent
14% replied31% clicked68% opened
Follow-up — pricing289 sent
9% replied24% clicked61% opened
Re-engage — 60 days173 sent
5% replied12% clicked44% opened

Replies and clicks are measured directly. Opens depend on the recipient’s mail app loading images, so treat them as a trend, not a count.

How it works

Up and running in minutes

No implementation project, no consultant, no six-week rollout.

01

Bring in your people

Import a CSV with the columns mapped for you, capture from LinkedIn in one click, or paste notes and let the assistant file them.

02

Work them

Move deals through stages, keep notes and follow-ups on the record, and write to contacts without ever leaving it.

03

See what came back

Opens, clicks, replies and pipeline value in one place, so the next message goes to the right people.

Why teams switch

The difference is where the email lives

Most CRMs record what happened. This one is where it happens.

Most CRMs

Lightng CRM

Email is a separate product, on a separate bill
Email is in the CRM, on the plan you already bought
Mail goes out from a sending service's infrastructure
Mail goes out from your own mailbox and your own domain
Replies live in a tool nobody on the team opens
Replies land in the inbox you already read all day
Open rates quoted as fact
Clicks and replies first, opens labelled as directional
Changing a field type means a migration ticket
Change a column's type whenever you like; values come with it
Per-seat pricing that punishes adding the team
Priced to beat the big players, cancel any time
Pricing

Simple, competitive pricing

Priced to beat the big players. Pay per seat, cancel any time — your plan stays active until the end of the period you have paid for.

1 seat

Starter

For individuals and small teams getting organized.

$15/user / mo

$180 billed annually

12 months of access

  • Contacts, Leads, Deals & Accounts boards
  • Typed columns — links, email, phone, status, owner
  • Pipeline kanban & live sales dashboards
  • CSV export & archive
  • Teams of up to 3
Most popular

Professional

For growing sales teams that want to close faster.

$39/user / mo

$468 billed annually

12 months of access

  • Everything in Starter
  • Send email from the CRM — your mailbox, your domain
  • Open, click, reply & bounce reporting
  • AI assistant, LinkedIn capture & scheduling
  • Roles, invitations & teams up to 100

Enterprise

For organizations with security & scale needs.

Custom

Contact sales
  • Everything in Professional
  • SSO & advanced permissions
  • Audit logs & data residency
  • Dedicated success manager & SLA

What is in each plan

Starter is the CRM. Professional adds everything that acts on a record — email from your own mailbox, the reporting behind it, and the assistants that keep records current.

Starter

For individuals and small teams getting organized.

Your data

  • Contacts, Leads, Deals, Accounts, Projects, Products & Activities boards
  • Typed columns: text, link, email, phone, number, date, status, owner
  • Change any column's type at any time — values carry across
  • Freeze columns, reorder columns and rows by dragging
  • Groups, colour coding, inline editing and column totals

Working the pipeline

  • Kanban pipeline with drag-between-stages
  • Live dashboards: win rate, pipeline value, per-owner performance
  • Bulk actions — duplicate, move, convert, archive with undo
  • Search, filter by owner and status, CSV export

Team

  • Up to 3 seats — buy as many as you need at checkout
  • Shared pipeline: everyone works the same contacts, leads and deals
  • Owner and member roles
  • One workspace

Professional

For growing sales teams that want to close faster.

Email, from your own mailbox

  • Connect your mail account — messages send from your address, replies land in your inbox
  • Personalise with merge fields from any column, with fallbacks
  • Preview every message before it goes, and skip the ones that do not fit
  • Saved templates and a signature that follows the sending address
  • Send-as aliases, so sales@ and support@ sign differently
  • Unsubscribe handling and a suppression list, enforced on every send

Know what happened

  • Opens, clicks, replies, bounces and unsubscribes
  • Broken down by template and by sending address
  • Most-clicked links, and every message's own history
  • Sent mail filed against the contact it was about

Records that hold the whole story

  • A record view with properties, notes, tasks and email history
  • Follow-ups with due dates and owners
  • CSV import with column mapping and duplicate detection

Assistants & capture

  • AI assistant — add and enrich records from unstructured text
  • One-click LinkedIn and Gmail capture extension
  • Cal.com scheduling from any record

Team

  • Teams of up to 100 seats, added or removed as you hire
  • Invite by email — they join with their own login
  • Owner, admin and member roles
  • Shared pipeline, or private rows per rep — your choice
  • Multiple workspaces, switched in one click

Enterprise

For organizations with security & scale needs.

Security & control

  • SSO and advanced permissions
  • Audit logs and data residency options
  • Custom retention and export guarantees

Scale & support

  • Volume sending review and deliverability guidance
  • Dedicated success manager and SLA
  • Onboarding and data migration support

Priced per seat, per month. Change plan or cancel at any time — your data stays put.

FAQ

Frequently asked questions

Start closing more, typing less

Bring your pipeline and your mailbox into one place, and find out what your outreach is really doing.

Per seat, per month · cancel any time · your data stays yours