For founders and small teams who hate CRM busywork.
The CRM designed for follow-through.
Nudge makes follow-ups unavoidable: every deal has an owner, a next action, and a due date β so deals don't silently stall.
No credit card β’ Import in minutes
How it worksFollow-up is where deals go to die.
Deals die in inboxes and Slack threads.
Next steps have no owner.
Nobody knows the last touch β or the next one.
Your pipeline looks fine⦠until the quarter ends.
Your biggest time-saver
AI Import that understands your spreadsheet
Upload a CSV or XLSX. Our AI detects what's what β and builds your CRM in minutes, not weekends.
Upload
Drop your CSV or multi-sheet XLSX.
Detect
AI identifies Businesses, Contacts, Deals, and Activities.
Review
Approve mappings, dedupe preview, and dry-run summary.
Import
One click. Everything lands in the right place.
- Detects Business vs Contact vs Deal vs Activity from mixed columns
- Suggests mapping to existing custom fields β or proposes new ones (you approve)
- Supports multi-sheet workbooks β each tab can become a pipeline
- Dedupe + merge preview before anything is created
- Dry-run summary + downloadable error rows
- Undo import β because reality is messy
The Nudge System
Four rules. Zero ambiguity. Every deal moves or you know why it didn't.
Every deal has an owner
No orphan deals. Someone is always responsible.
Every deal has a next step
No deal without a clear next action attached.
Every next step has a due date
Nothing drifts. If it's not scheduled, it's not real.
Your 'Today' list is the truth
Due, overdue, and done β your single source of action.
Next step required β Today list automatically updates.
Today
My tasks due today, overdue, and this week
- Send revised proposal to Nakamura Foods
- Call Alex re: warehouse timeline
- Review import mapping for Zoho migration
Team
Everything the team owes this week
Ryan
4 tasks
Sophia
6 tasks
Alex
3 tasks
Your 'Today' list, in your pocket.
Desktop, tablet, or phone β your next steps travel with you.
Marta Silva
Porto Wine Co.
Next actions
Send revised proposal
Due today Β· Ryan
Schedule tasting call
Tomorrow Β· Sophia
Prep shipping quote
Friday Β· Ryan
Recent activity
Proposal sent
2h ago
Email logged
Yesterday
Note by Sophia
2 days ago
Organized, not duct-taped
Pipelines that match how your team actually works
Run sales, partnerships, hiring, fundraising, and ops β without duct-taping spreadsheets.
Shared team pipelines
Collaborate on deals everyone needs to see.
Personal pipelines
Private pipelines for 'don't-touch-my-chaos' work.
Pipeline templates
Spin up new workflows fast with pre-built stages.
Owner + next step per stage
Accountability is baked in, not bolted on.
Filters + views
By owner, stage, due date β review meetings that don't suck.
Your data, your schema
Custom fields that don't turn into a junk drawer
Model your world: region, lead source, distributor type, account tier β whatever.
Fields per entity
Create custom fields on Businesses, Contacts, and Deals.
Rich field types
Text, number, date, select, multi-select, URL, and more.
Import-aware
Custom fields show up in the import mapping screen.
Auto-created on import
The importer can propose new fields from your data β you approve.
The stuff that actually makes you money
AI-powered CSV/XLSX import
Multi-entity, multi-sheet. Businesses, Contacts, Deals, and Activities β mapped by AI.
Shared + personal pipelines
Team pipelines for collaboration. Private pipelines for focus work.
Next step required
Owner + action + due date on every deal. Enforced, not optional.
Custom fields
On Businesses, Contacts, and Deals. Auto-created during import.
Activity timeline
Calls, emails, meetings, and notes β one thread per record.
Email capture
CC your workspace dropbox. Emails land on the right record.
CRM imports
Migrate from Pipedrive, Zoho, OnePageCRM β or plain CSV.
Comments + collaboration
Threaded discussions on any record. No more Slack side-channels.
Simple, transparent pricing
Two plans. No enterprise math homework.
Start with a 14-day free trial. Monthly or annual billing.
Premium
$20/mo
$200/year
Teams + ownership + collaboration + advanced reminders
- AI import + dedupe + undo
- Custom fields
- Multiple pipelines (shared + private)
- Email capture (up to 1,000/mo)
- CRM imports (Pipedrive, Zoho, OnePageCRM)
Teams that stopped losing deals to forgotten follow-ups
βWe imported a monster Excel file with contacts, deals, and notes across six tabs β and it just worked. Took maybe ten minutes.β
James Chen
Founder, Northgate Imports
βFinally a CRM that nags you in a good way. Our pipeline actually moves.β
Maria Santos
Sales lead, Verde Wines
βWe set up sales and partnerships as separate pipelines in the same workspace. No more tab-switching between tools.β
David Okonkwo
Operations, Accra Trading
βNext steps stopped deals from stalling. Every Monday I open the Today list and just go β no digging.β
Elena Kowalski
Account manager
βClear ownership and one place for follow-up. Our close rate went up in the first month.β
Rachel Park
Co-founder, Summit Beverage