Know every customer
Keep people, companies, conversations, and activity history connected in one useful view.
Explore feature A more thoughtful way to grow your customer relationships Meet Flexible CRM
YOUR CUSTOMERS, IN FOCUS
Relationships grow
when work feels clear.
Flexible CRM brings your customers, conversations, and next steps together—so your team can spend less time managing tools and more time building trust.
All features included No credit card required Setup in minutes
Search KJM
MONDAY, OCTOBER 12
Good morning, Jordan ✦
Here’s what’s happening with your team.
Open opportunities38↑ 12.8% vs last month
Pipeline value$284,600↑ 8.4% vs last month
Won this month$42,800↑ 18.2% vs last month
Recent opportunitiesYour deals, at a glance
View all OPPORTUNITYSTAGEVALUE
VVercel partnershipVercel · Jordan M.
Negotiation$18,400NNorthstar renewalNorthstar · Alex K.
Proposal$12,000LLaunch packageLinear · Sam L.
Qualified$8,600Up nextYour team’s focus
Send revised proposalVercel partnership
Follow up with NorthstarNorthstar renewal
Review pipeline with AlexTeam meeting
Nice momentum
Your team added 6 new opportunities this week.
Your team added 6 new opportunities this week.
One clear next stepKeep every deal moving
Follow-up completeActivity saved to timeline
MADE FOR THE WAY MODERN TEAMS GROW
Founder-led teamsSales teamsAGENCIESCustomer success
A CRM THAT WORKS THE WAY YOU DO
Less busywork.
More meaningful work.
Everything your team needs to turn promising conversations into lasting customer relationships, thoughtfully connected in one place.
Keep work moving
Make the next step obvious with pipelines, tasks, sequences, and practical automation.
Explore featureSee what is working
Turn daily activity into clear pipeline and outreach insights your team can act on.
Explore featureShape it around you
Create fields, views, dashboards, and workflows that match the way your team sells.
Explore featureBring conversations in
Connect your inbox and calendar so customer conversations stay close to the work.
Explore featureStay in control
Manage roles, workspace access, and the data your team depends on.
Explore featureA BETTER DAILY RHYTHM
From first hello
to let’s do this.
Give your team the context to show up prepared, follow through on time, and keep every opportunity moving forward.
01See the full pictureEvery person, company, and conversation connected.
02Know what comes nextClear ownership and useful reminders for every deal.
03Build your own rhythmFlexible views and workflows that fit your team.
FCustomer
relationshipone connected view
relationshipone connected view
People
Pipeline
Activity
Insights
The whole customer story, connected
STRAIGHTFORWARD, PER-MEMBER PRICING
Room to grow.
Nothing to decode.
Every plan starts with a 7-day trial. Choose the tools your team needs today, and change your plan as you grow.
Starter
The essentials to build a repeatable sales motion.
$10 / member / month
Billed monthly · 7-day free trial
Start free trial INCLUDES
- Contacts and companies
- Tasks, notes, and calendar
- One sales pipeline
- Core reports and dashboards
MOST POPULAR
Growth
More context and automation for a growing team.
$19 / member / month
Billed monthly · 7-day free trial
Start free trial INCLUDES
- Everything in Starter
- Unlimited pipelines
- Sequences and email templates
- Workflow automation
- Custom fields and views
Scale
Control, insight, and flexibility at every stage.
$36 / member / month
Billed monthly · 7-day free trial
Start free trial INCLUDES
- Everything in Growth
- Advanced permissions and roles
- Forecasting and advanced analytics
- Audit history and priority support
Secure checkout · Cancel or change your plan anytime · Your data stays yoursQuestions? Talk to us
GOOD QUESTIONS
Before you dive in.
Here are a few things teams usually want to know.
Still curious? Say hello
What happens after my 7-day free trial?
Your workspace stays available during the trial. To keep using CRM features after day seven, choose a plan and add a payment method. If you don’t subscribe, the workspace is paused—not deleted—and its owner can still sign in to manage billing or export data.
Is pricing per user or per workspace?
Pricing is per member, per month. Your total is the plan price multiplied by the number of active seats in your workspace.
Can I change plans or cancel later?
Yes. Workspace owners can change plans or cancel at any time. We’ll show the billing impact before a change takes effect.
Do I need a credit card to start?
No card is required to explore your 7-day trial. Add a payment method when you’re ready to continue.
What happens to my data if my workspace is paused?
Your CRM data is retained. A paused workspace can’t be used for normal CRM activity, but the owner can sign in, restore a subscription, and request an export.
✳
✧
MAKE ROOM FOR BETTER CUSTOMER WORK
Good relationships
deserve good tools.
Start with a clear view of your customers. Grow from there.
Start your 7-day free trial No credit card required · Set up in minutes