CRM.io
Private Beta
The all-in-one CRM, reborn

Beta is coming soon.

Contacts, deals, tasks, telephony, marketing, and AI automations in a single CRM — built by the team behind Agile CRM. We’re putting the finishing touches on the beta.

Join the beta waitlist — no spam, just the launch invite.

13+

Years

100K+

Businesses

1B+

Emails sent

What’s shipping in the beta

Your whole revenue stack, on one platform.

Natively connected modules — no more stitching together nine different tools.

Contacts

Unified contact database with list views, smart segments, CSV import/export, and social enrichment.

Companies

Account management with auto-research, social tracking, and bulk operations across every account.

Deals & Pipelines

Table and kanban views, multiple pipelines, custom stages, lost-reason capture, and bulk actions.

Tasks & Cadences

Task lists, kanban boards, follow-up cadences, and SLA reminders — never lose a hand-off again.

Calendar

Schedule meetings and tasks with built-in Google Calendar sync and team availability views.

Automations

Rule-based and AI-powered workflows: round-robin distribution, email bots, send-mail actions, and more.

Marketing

Email campaigns, drips, lists, and reusable templates.

Chatbot & AI Agent

Train bots on your site or files. Voice and chat ready to embed.

Telephony

Predictive dialer, calling campaigns, and Twilio integration.

Documents

Centralized document library with filters, sharing, and previews.

Reports & Analytics

Dashboards, sales tracking, and default reports out of the box.

Social Media

Post composer, streams, and configurable brand-mention monitoring.

Feedback & Surveys

Capture NPS, CSAT, and product feedback right inside the CRM.

Finder

Prospect, email, phone, and technology lookup via enrichment APIs.

  • Free forever plan
  • Migrate from any CRM in a day
  • AES-256 encrypted