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CRM.me

Run accounts, contacts, opportunities, tasks, conversations, and products in one workspace.

A working CRM core with account/contact management, pipeline, tasking, conversations, products, reports, and admin controls.

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Built for Teams replacing fragmented spreadsheets, point tools, and disconnected activity logs.

The accounts table with plain values, soft category tags and one row of filters.

Core records

Keep the CRM objects that revenue teams rely on.

  • Accounts
  • Contacts
  • Opportunities
  • Tasks

Revenue workflows

Connect pipeline work to activity and follow-up.

  • Campaigns
  • Meetings
  • Documents
  • Conversations

Operational control

Give managers and admins visibility into the system.

  • Reports
  • Dashboards
  • Roles
  • Audit logs

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