All-in-one CRM and business software with AI for growing teams
Run your business from one connected workspace
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Freemium
Freemium
Pricing
Free trial available. Paid plans: Pro at $29 per seat per month (billed yearly, $39 monthly), and Business at $59 per seat per month (billed yearly, $79 monthly). Enterprise custom pricing available. Plans start at $29 per seat per month, billed yearly.
Free plan permanently available with 250 MB storage and 250 pooled form and survey responses per month. Premium at $19/month or $190/year includes 10 GB storage, 10 custom domains, 10,000 pooled responses/month, advanced analytics, webhooks and approvals. Business plan at $49/month or $490/year incl
Key features
Flexible CRM with custom record types and fields
Meeting Assistant with desktop app and editable summaries
Email sync and automatic campaigns
Booking pages and scheduling
E-signature and document management
Forms and lead capture
Customer support features including portal and knowledge base
AI Assistant and Autopilot automation
Reports and dashboards
Chrome extension for lead capture
CRM with contacts, companies and customer timeline
Sales pipeline management with board and list views
Appointment scheduling with calendar integration
Time tracking with billable hours and budgets
Invoice and quote creation
Dashboards with customizable widgets
Whiteboards for visual planning and flowcharts
Lead forms and surveys for customer collection
Multiple workspaces with separate teams and records
What makes it different
All-in-one workspace reduces need for separate apps and integrations
No setup fees; help shaping workspace included for free
Grows with your team from simple list to advanced automation
30 days of Premium included with no card required
All 21 apps included in every paid plan with no add-ons
Data never automatically deleted when downgrading
Flat per-workspace pricing with no per-seat charges
SoftSync
ToolsPad