Free plan

Free CRM for small business.
Outbound included.

Most small businesses do not abandon a CRM because it lacked a feature. They abandon it because keeping it up to date became another job, and nobody had the hour.

Start for free

No credit card. One seat, yours for as long as you use it.

Dashboard

Dashboard

Running

Contacts

24,180

+412 today

Pending approvals

12

waiting on you

Scheduled

372

next 7 days

Replies

214

last 24 hours

What the workers decided
Marcus BellNorthwind Labs
Intent18No follow-up4m ago

He asked to close the trial out and the stage is already lost, so nothing goes to him.

Elena MarshBrightpath
Intent74Scheduled12m ago

Replied to the welcome email this morning, so the onboarding check-in goes out Friday.

Harper QuinnVantage Retail
Intent52Cadence changed31m ago

Asked for no more calls but left the door open, so she drops to email only.

Theo LarsenHalcyon Group
Intent66Scheduled48m ago

He solved the setup question himself before we got there, so the check-in moves to Monday.

Nora KesslerRidgeline Foods
Intent88Needs you1h ago

She is asking for a discount, and that is not mine to answer. It is in your queue.

Last 24 hours

Orchestrator decisions1,347
Follow-ups created638
Skills run412
Emails generated1,842
Sequencer sent1,120
Contacts enriched486

Revenue

+12.4%

$184,600

monthly recurring, from Stripe

The spreadsheet works until it does not

It holds until two people need it at once, until someone answers an email from their phone and never logs it, until the person who built the columns goes on holiday. What breaks first is not the storage, it is the memory: who was waiting on a quote, who said to call back in March.

A free CRM for small business is only worth adopting if the record fills itself from the things you already do, and if the next message can go out without anyone remembering to write it.

What a free small business CRM has to get right

The feature list matters less than four things that decide whether anyone is still using it in three months.

1

Zero data entry to stay current

Email, meetings and payments have to arrive on the record by themselves. Any system that depends on someone typing what already happened is dead by the second month.

2

It has to send, not just store

The quote nobody answered is the cheapest revenue you have. Chasing it should be a sequence, not a sticky note.

3

Limits you will not hit next week

A free tier capped at a few hundred contacts is a demo. Two thousand contacts and three hundred emails a month is a working year for most small teams.

4

A way out that is not a migration

It should sync with the CRM you might already have, so trying it is not a decision you have to defend later.

The record

Emails, meetings and payments arrive on the contact by themselves.

Connect the mailbox and every message lands on the right person, in and out. Add the calendar and meetings appear; add Stripe and payments and failed cards appear too. Nothing has to be copied in after the fact.

Sofia Mendes
Head of Growth·Fieldhouse
Negotiation
Email sent
Re: onboarding for 18 seats
Tue 10:42
Reply received
“Can we get started next week?”
Tue 11:04
Meeting
Demo with Sofia and the ops lead
Mon 15:00
Note
Migrating off spreadsheets, wants it live before September
Mon 15:40
Stripe
Trial started · $0 / mo
Fri 09:12
Synced from Gmail, Google Calendar and Stripe
Quotes and follow-up

A sequence for the quotes nobody answered.

The quote that went out three weeks ago is the cheapest revenue you have. Write the follow-up once, set the timing, and it goes out for everyone in that state, stopping the moment someone replies.

Agencies, 20 to 100 staff4 steps · 312 enrolled
Day 1
18 seats, live before September
Email · New thread
Day 3
Comment on their post about hiring
LinkedIn · Task for you
Day 5
Re: 18 seats, live before September
Email · Same thread
Day 9
Second attempt, different time of day
Call · Task for you
One reply cancels every step queued behind it, for that contact and for their colleagues.
What works

Which messages get answered, and by whom.

Opens, clicks and replies per campaign and per contact, with reply rate by job title, so you stop guessing whether the problem is the list or the message.

Discovery funnelthis campaign
People
3,180
Approved
2,460
Enrolled
2,180
Contacted
1,940
Replied
412

Reply rate by role

HR Manager
11.4%
Operations Manager
8.1%
COO
3.6%
CEO
2.2%

HR managers reply five times more often than CEOs. Build the next list accordingly.

Three ways contacts get in

Uploading and pasting are part of the free plan. The two that go looking for people on your behalf spend AI credits, and you get 50 of those to try them.

ICPOlivia · CEOMarco · VP SalesAria · FounderLin · Growth

Discovery

Describe who you want to reach and it finds matching people across millions of profiles.

Spends credits

DOMAINSacme.io3 people foundventurelabs.co2 people foundnorthbridge.com4 people foundskyline.dev1 person found

Company domains

Paste a list of company domains and it finds the right titles inside each one.

Spends credits

contacts.csv428 contacts · auto-dedupedIMPORTEDDaniel Carter· VentureLabsEmma Johansson· AtlasRafael Costa· Velocity

Import your own

CSV upload, paste or manual entry, with duplicate detection and custom fields picked up automatically.

Free plan

What changes in the business

Each of these comes from something the free plan does without being asked.

Nothing depends on one person's memory

The history of a customer survives a holiday, a handover and a phone that got wiped, because it was never in anyone's head.

Quotes get chased on schedule

A three-step sequence turns the pile of unanswered quotes into a repeatable process, and it stops on its own when someone replies.

You can see the money next to the conversation

Stripe payments, trials and failed cards land on the contact, so an expiring subscription is visible where you are already working.

The inbox stops being the system of record

Two-way sync means the CRM shows what was actually said, not a summary somebody typed later.

Outreach stays inside the rules

Daily caps, a send window and automatic suppression keep a small domain out of spam filters, which is the thing that quietly kills small-business email.

The cost of trying is zero

No card, no clock, no per-seat decision to justify. If the habit takes a quarter to form, the plan is still there.

The same month, before and after

What happensWithout a CRMOn the free plan
An enquiry comes inAnswered from a phone, never loggedOn the contact, with the thread
A quote goes outHope, and a mental noteA three-step follow-up with dates
The customer paysFinance knows, sales does notPayment on the contact record
Someone goes on holidayTheir deals stallAnyone can see the whole history
End of the monthA guess about what workedReply rates by campaign and by role

Setting up your free small business CRM

About twenty minutes, without a consultant or an implementation project.

  1. 1

    Connect the mailbox

    Sign in with Google or Microsoft. Past and future email files itself against the right contact, in both directions, and anything you send from the CRM leaves from your own address and lands in your sent folder.

  2. 2

    Bring the contacts you already have

    Import a spreadsheet, paste a list of company domains, or pull them from HubSpot, Pipedrive, Salesforce or ActiveCampaign. Add custom fields for whatever the spreadsheet was holding.

  3. 3

    Set the sending rules once

    A daily cap per mailbox, the hours you want messages to leave and the recipient's time zone. Everything you send afterwards respects them, on one shared ledger.

  4. 4

    Write the first sequence

    Three or four steps with your own words and your own spacing. Enrol the people it applies to, and a reply cancels the rest for that contact and their colleagues.

What it does not do

It does not raise invoices, track time or manage stock, and it is not a newsletter tool: email goes from your own mailbox at sales volumes, not from a bulk sender. Keep the accounting and the newsletters where they are; this holds the customers and the conversations.

Everything in the free plan

The free plan, in full

Seats
1
Contacts
2,000
Emails
300 / month
Price
$0, forever

Plus 50 AI credits, once, to see what the paid half does on your own pipeline.

When the free plan stops being enough

Usually it is the second seat. The moment a colleague needs their own login, the free plan has done its job and the paid one starts. The other trigger is volume of conversation rather than volume of contacts: when nobody has time to write the follow-ups that the system is telling you are due.

The paid plan keeps everything you have built and adds the part that acts on it.

  • Follow-ups written from the thread, the documents you uploaded and the last call
  • Inbound replies classified and routed, so nothing sits unread for a day
  • Records enriched and cleaned, without a data-entry afternoon
  • Buying intent scored on every contact, so the short list writes itself
  • Meetings joined, transcribed and summarised onto the record
See both plans$99 a month, 200 credits included
Steps9 in this sequence
1First emailNew threadDay 0
2Follow-upSame thread+7 days
3Show a similar customerSame thread+7 days
4Ask for a callSame thread+7 days
5Check back laterNew thread+180 days

Frequently asked questions

Start on the free plan.
Keep it as long as you like.

The CRM, your inbox and your sequences, free forever on one seat, with 50 AI credits to spend whenever you want to see the other half.

Start for free50 AI credits includedNo credit card required