●  ALL-IN-ONE CRM PLATFORM

The CRM Built to Run Your Business, Not Just Track It

An AI-powered sales and marketing platform built on top of a full CRM. Pipeline, outreach, calls, texts, support, and lead generation, all in one system you pay for once and run on your own server.

$0
per-seat fees, ever
1
one-time license payment
∞
users and contacts
100%
your server, your data
●  OWNERSHIP

Pay Once. Stop Renting Software Forever.

✓ Pay once, not forever.
This isn't a seat-based tool you rent month after month. One payment gets you a permanent license, with no per-user fees.
✓ Complete source code, yours to run.
You get the actual source code, installed on a server in your own account. Customize it however your business needs.
✓ Complete privacy.
Your business runs on its own private install. Your customer data is never pooled with anyone else's.
✓ Works everywhere, no install.
Full browser-based access from desktop or mobile — nothing to download or install.
●  RENTING VS. OWNING

See the Difference Over Three Years

An example for a 5-person sales team.

Typical rented CRMTenacitly
How you payEvery month, for every userOnce, plus an optional Care Plan
5 users, 3 years*$18,000 at $100 per user per month$3,997, or $7,561 with the Care Plan
Adding a new hireAnother monthly seatFree
Where your data livesTheir serversYour own server
Custom featuresWait for their roadmapBuild them yourself with AI
If you stop payingYou lose accessYou keep everything

*Illustrative example. Rented CRM prices vary by vendor and plan. Both columns exclude outside services like hosting, email sending, and phone, which you pay for either way.

●  AI, BUILT IN

AI That Actually Does the Work

Custom AI Outreach Agents

Configure AI agents to run your outreach on your terms: what to say, when to follow up, and who to prioritize.

Calls Leads, Flags the Hot Ones

AI voice agents can call leads and hold a real conversation. When someone agrees to a meeting, it is flagged for your team to book, so you only follow up with people who said yes.

An AI Developer, Built In

A built-in AI developer can extend and customize almost anything in the platform: new fields, new automations, new modules. You can also use AI coding tools like Claude to build the exact features you want.

●  LEAD GENERATION

Find Leads Without Ever Leaving the CRM

Prospecting tools built directly into the platform. Connect the data providers you choose, and pay them directly only for what you use.

Built-In Search for B2B Data Providers

B2B Contact & Company Data

Connect a B2B data provider such as BusinessList.ai to search contacts by title, industry, SIC code, company size, revenue, and location. Push any list straight into a sequence or your AI agent. Data is purchased from the provider, not from us.

Role-Based Targeting

Filter by title, seniority, company, industry, and company size when SIC code alone isn't specific enough. Available fields depend on the provider you connect.

More Optional Data Sources

Google Maps Places

Find contacts by city, region, or a radius around any address. Filter by category and keyword. Ideal for service businesses with a geographic ICP, local-market operators, or anyone targeting a brick-and-mortar establishment.

BuiltWith

Find prospects already running a specific competitor, payment processor, or tool. Multi-select tech stack filtering alongside employee count, industry, and country.

●  WHAT'S INCLUDED

Everything Else That Comes Standard

Sales & Pipeline

  • Visual deal pipeline with custom stages
  • Contact and organization records
  • Custom fields built around your process

Marketing

  • Email and SMS campaigns
  • Automated multi-step sequences
  • Landing pages and web forms

Calls, Texts & Email

  • Power dialer with call recording
  • Two-way SMS conversations
  • Shared inbox with real email sync

Support

  • Full ticketing help desk
  • Public knowledge base
  • Complete customer history and notes

Automation

  • Trigger-based automation rules
  • Automatic lead routing and assignment
  • Stage-based workflow actions

Billing & Reporting

  • Contact and deal reports
  • Pipeline and revenue dashboards
  • Activity and performance analytics
See screenshots and feature videos →  ·  See pricing →

See If It's a Fit

Tell us a little about your business and we'll get back to you, usually within one business day.

Contact Us

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●  SUPPORT

Already a Customer? We're Here to Help.

Send us a support ticket and it goes straight to our team. Care Plan customers get a reply within 2 business days.

Contact Support