CRM for Startups: Four Tools Out, One System of Record In
Contacts, pipeline, meetings, forms and reports on one core, live the same day. No consultant, no six-week rollout, and no second migration when you raise and double the team.
What Is a CRM for Startups?
A CRM for startups is one shared system of record for a small team, replacing a stack of half-connected tools. Contacts, deals, pipeline, booking links, sequences, forms and reports all read and write to the same core, so the numbers agree and nothing falls between apps.
It has to be breadth a two-person team can run, and depth a Series A team will not outgrow.
The tools it replaces
What Slows Startups Down
Two things every early team runs into, and what changes when the CRM is built for a team your size.
You pay for four tools and re-key the same contact into all of them
A five-person startup already paying for a sales tool, a scheduler, a form builder and two spreadsheets. None of them talk to each other, so Fridays go on copying contacts between apps.
One core every module reads and writes to
Enter a person once and their deals, meetings and form submissions all attach to the same record. No re-keying, no drift between tools.
Contacts and companiesEvery CRM you tried needed two weeks and a partner
An onboarding call, an implementation partner and a fortnight of setup before a single deal was tracked. You do not have a spare fortnight or a services budget. You have this week.
Setup a founder can do alone, the same afternoon
Import contacts from a CSV, name your pipeline stages, and you are dragging deals across the board the same day. No consultant, no workshop, no services invoice.
Sales pipelineEverything a Startup Needs, in One Place
The four jobs a small team pays four tools for, running on one shared record.
Visual Drag-and-Drop Pipeline
Move deals across stages on a board that updates live for the whole team. Run parallel pipelines for new business, renewals and upsells as you grow.
One 360 Record
Open any contact and see linked deals, meetings, tasks and the full activity timeline, with no tab-hopping.
Public Booking Pages
A no-login page that only shows slots you can take. Bookings land on the Meetings calendar and the contact record.
Multi-Step Email Sequences
Set the steps and delays, enroll a segment, and see enrolled, opens, replies and meetings for every play.
Lead-Capture Forms, No Code
Drag-and-drop editor, templates or AI-assisted generation. Every submission creates a Lead, tagged with its country.
Five Reports on Day One
Deal Performance, Sales Funnel, Activity, Revenue Forecast and Task Productivity, computed on the server from the records your team works in, each with CSV export.
No-Code Automations
Pick a trigger, add conditions and actions, such as “Deal won → create kickoff task”. Every run is logged, and you can dry-run a workflow before it touches real records.
Grow into it
From Two Founders to a Funded Team, on the Same Workspace
Most startups migrate CRMs at least once, usually right after the round. The depth you will need later is already here, switched off until you want it.
Day one
Two founders, first deals
- The founders run every deal themselves
- Enquiries arrive from the website form
- One board shows what is in play
First hires
A small team selling
- New leads get an owner instantly through routing rules
- Moving a deal hands the next step to its owner
- Cold leads are warmed without anyone chasing
After the round
A real sales motion
- Each sales motion runs in its own pipeline
- The board reports the quarter with a forecast
- Each rep opens to their own day
Pricing
A CRM an Early-Stage Budget Can Carry
Start free. Every workspace also gets 14 days of Professional, no card. Enterprise is $49 per seat a month for 50+ seats and governance.
Free
Solo or testing
$0 forever
No card, no time limit
- Up to 3 seats
- 1,000 contacts
- 1 pipeline
- 50 Kudos AI messages a month
Basic
Startups of 2 to 10
$9 /seat/mo
Billed yearly · $12 monthly
- Up to 25 seats
- 25,000 contacts
- 3 pipelines
- 1,000 automation runs a month
Professional
Growing, funded teams
$24 /seat/mo
Billed yearly · $29 monthly
- Unlimited seats and pipelines
- 250,000 contacts
- 25,000 automation runs a month
- Priority support, 8-hour response
Integrations
Works With the Tools Your Team Already Opens
Connect Gmail or Outlook email through an OAuth popup, plus Slack, Zoom and Chatra from the marketplace, and webhooks for anything else. Emails land on the right record without anyone copying them over.
See All Integrations
FAQ
Frequently Asked Questions
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