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.
- 7-day free trial
- No credit card to start
- Cancel any time
Shelly, your CRM assistant
Sundar Reyes
sundar@google.com · Google
Tim Alvarez
tim@apple.com · Apple
Andrea Chen
andrea@amazon.com · Amazon
Shelly
Your AI assistant
Just tell Shelly what you need: she reads it and does it.
Every board you need, ready on day one
Forty seconds, and you have seen it
No demo call, no form to fill in first. The boards, the mailbox and the dashboards, doing the thing they do.
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.
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.
Zephyr Labs · nancy@zephyr.io”
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.
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.
Dana Koenig
Head of Sales · Brightpath
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.
Sent
874
Clicked
24.1%
Replied
10.4%
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.
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.
Built for the week between the intro and the close
Most of a sales cycle is not the handshake. It is the follow-up nobody logged and the message nobody can find. That is the part this is designed around.
The bit everyone remembers
A deal moves to Won and the dashboard updates while you are still shaking hands. Nobody has to remember to go and file it.
The bit nobody enjoys
Working out who to write to this week, and what happened the last time anyone did. Both live on the record instead of in someone's head.
The bit that decides the quarter
Reading what the outreach actually earned — clicks and replies per template, not a number somebody exported into a slide.
In their words
“It's simple to use, whether you're working manually or with the AI agent. I'd recommend it.”
The difference is where the email lives
Most CRMs record what happened. This one is where it happens.
Most CRMs
Lightng CRM
The lead is in the room. Get it in the CRM.
Cards go in a pocket and stay there. This is the shortest path from meeting somebody to having them on a board: about fifteen seconds, standing up.
Point your phone at it
A business card, a badge at a stand, a flyer in a window, a billboard across the street. Scan the code on your screen and the camera opens. No app to install, nothing to log into on the phone.
Check what it read
The name, title, company, email and phone come back filled in for you to correct with a thumb. Nothing is saved until you have looked at it.
It is on the board before you sit down
Tap send and the contact or lead appears on your board on the laptop you left open, filed to the right group and owned by you.
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.
Starter
For individuals and small teams getting organized.
$180 billed annually
Renews yearly · cancel anytime
- Contacts, Leads, Deals & Accounts boards
- Typed columns: links, email, phone, status, owner
- Pipeline kanban & live sales dashboards
- AI assistant: ask your boards anything
- CSV export & archive
- Teams of up to 3
- 1,000 AI credits a month
Professional
For growing sales teams that want to close faster.
$468 billed annually
Renews yearly · cancel anytime
- Everything in Starter
- Send email from the CRM: your mailbox, your domain
- Open, click, reply & bounce reporting
- More AI credits, LinkedIn capture & scheduling
- Roles, invitations & teams up to 100
- 2,000 AI credits a month
Enterprise
For organizations with security & scale needs.
Contact sales
- Everything in Professional
- SSO & advanced permissions
- Audit logs & data residency
- Dedicated success manager & SLA
- Custom AI credits
Plans renew automatically each year until you cancel. Cancel any time in Billing and keep access to the end of the period you paid for. By subscribing you agree to the Terms of Service and Refund Policy.
What is in each plan
Starter is the CRM, with the AI assistant on it. Professional adds everything that acts on a record: email from your own mailbox, the reporting behind it, LinkedIn capture, and a larger AI allowance.
| Features | Starter | Most popularProfessional | Enterprise |
|---|---|---|---|
| Boards & data | |||
| Contacts, Leads, Deals, Accounts, Projects, Products & Activities boards | Included | Included | Included |
| Typed columns: text, link, email, phone, number, date, status, owner | Included | Included | Included |
| Change any column's type at any time; values carry across | Included | Included | Included |
| Groups, colour coding, inline editing and column totals | Included | Included | Included |
| Search, filters and CSV export | Included | Included | Included |
| CSV import with column mapping and duplicate detection | Not included | Included | Included |
| Pipeline & dashboards | |||
| Kanban pipeline with drag-between-stages | Included | Included | Included |
| Live dashboards: win rate, pipeline value, per-owner performance | Included | Included | Included |
| Bulk actions: duplicate, move, convert, archive with undo | Included | Included | Included |
| Records | |||
| Notes and follow-up tasks on a record | Not included | Included | Included |
| Schedule a call or meeting from any record | Not included | Included | Included |
| Email from your own mailbox | |||
| Send from your own address and domain | Not included | Included | Included |
| Saved message templates with merge fields | Not included | Included | Included |
| Send-as aliases and signatures | Not included | Included | Included |
| Opens, clicks, replies, bounces and unsubscribes reporting | Not included | Included | Included |
| Volume sending review and deliverability guidance | Not included | Not included | Included |
| Capture | |||
| LinkedIn & Gmail capture extension | Not included | Included | Included |
| Scan a business card with your phone | Not included | Included | Included |
| AI assistant | |||
| Ask your boards, add records, draft follow-ups, research prospects | Included | Included | Included |
| AI credits | 1,000 AI credits a month | 2,000 AI credits a month | Custom AI credits |
| Team | |||
| Seats | Up to 3 | Up to 100 | Custom |
| Roles | Owner, member | Owner, admin, member | Advanced permissions |
| More than one workspace | Not included | Included | Included |
| Security & support | |||
| Single sign-on (SSO) | Not included | Not included | Included |
| Audit logs and data residency options | Not included | Not included | Included |
| Custom retention and export guarantees | Not included | Not included | Included |
| Dedicated success manager and SLA | Not included | Not included | Included |
| Onboarding and data migration support | Not included | Not included | Included |
| Start trial | Start trial | Contact sales | |
Priced per seat, per month. Change plan or cancel at any time; your data stays put.
Safe to run your pipeline on
Your CRM holds your relationships. Here's how we look after them.
Your data stays yours
Export any board to CSV whenever you like, and delete your account and data yourself from Settings.
AI that asks first
Shelly never adds, edits or deletes a record without your Yes, and your data isn't used to train AI models.
Encrypted where it counts
HTTPS everywhere, passwords hashed with scrypt, connected mailbox credentials encrypted with AES-256.
Payments you can trust
Checkout runs on Razorpay. We never see or store your card number. Cancel any time from Billing.
Privacy built in
No advertising cookies. A published DPA and sub-processor list, and requests handled under GDPR, CCPA and India's DPDP Act.
Read the details on our Security, Privacy and Sub-processors pages.
Frequently asked questions
Is there a free plan?
Whose email address does the CRM send from?
What can I actually measure?
Does the LinkedIn capture work for everyone?
What is on Starter?
Can I switch plans later?
Start closing more, typing less
Bring your pipeline and your mailbox into one place, and find out what your outreach is really doing.
7days free, no card · then per seat, per month · cancel any time