Account record
Discovery, evidence, sequence status, opportunity state, owner, next action, and outcome stay attached.
Learn moreCRM for small business
CRM for small business teams that need one sales truth.
Small B2B teams do not need an enterprise admin project. They need one sales truth that ties account discovery, intent evidence, approved outreach, pipeline work, and reporting together.
Evidence-first CRM
Public-website signals carry matched text, source URL, freshness, expiry, and offer-fit why.
Learn moreApproved outreach
REACH AI drafts from evidence and approved claims, with human approval for every send.
Learn moreClear pricing lanes
Starter, Team, Business, configured self-operated, self-hosted, and own-it-out lanes are separated.
Learn moreAccount record
One account record from target to close.
The account record connects discovery, evidence, sequence status, opportunity state, owner, next action, and outcome.
Buyer intent
Buyer intent with evidence attached.
Public-website signals include matched text, source URL, freshness, and expiry, while buyer intent lanes show why an offer fits.
Personas
Persona cards before outreach.
Persona cards capture jobs-to-be-done, triggers, objections, and messaging guidance before a message is drafted.
Human approval
Human-approved outreach inside the CRM.
REACH AI drafts from evidence and the approved claim catalog; a human approves every send.
Pipeline and reports
Pipeline and reporting without spreadsheet rebuilds.
Dashboards, report builder, versioned metric catalog, scheduled reports, alerts, and CSV export keep reviews tied to the CRM.
Ownership lane
Choose the lane that matches ownership.
Compare flat team plans, configured self-operated CRM, self-hosted, and own-it-out deployment before committing.
Next step
Start with the workflow before configuration starts.
Use the working session to decide what belongs in the first configured version and what stays out of scope.