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CRM.me

Your GTM team runs a stack of tools. It needs one.

Find the right accounts, run governed outbound, sell with meeting and pipeline context, and manage every workflow from one AI-native CRM.

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The CRM.me accounts table: one row per account with industry tags, last interaction and owner, under a single toolbar.

Everything about an account on one page

Summary, activity, tasks and details sit together on the record, so a review starts from the account instead of a stack of tabs.

See the CRM
An account record with a summary and activity in the main column and a property rail on the right.

Agents propose. You approve.

Revenue Agents draft outreach, prepare meetings and flag stalled deals. Every proposal lists its evidence, and approval covers exactly the text you reviewed.

Explore agent workflows
The review queue: a list of proposals on the left and the selected proposal with its evidence and decision buttons on the right.

Ask, and see where the answer came from

Copilot answers from the records you are allowed to see and links each claim to its source. When the evidence is not there, it says so.

About Copilot
The Copilot panel open beside a record, showing an answer with numbered source links.

Email and meetings in the same workspace

Read threads, draft replies and keep meetings attached to the accounts and owners they belong to, without leaving the record.

See the inbox
The inbox: a list of email threads on the left and the open thread in a reading pane on the right.

Reports that say when there is no data

Pipeline and forecast views separate zero, no data and unavailable, so a blank number never passes for a result.

See insights
The insights overview with a summary line and charts, including a section that states there is no data yet.

Run your entire revenue motion from one platform

Request demoView pricing