CRM — RELATIONSHIPS

CRM

Relationship intelligence that maps and strengthens customer networks.

Contacts, deals, pipeline, activities — the fundamentals done right. AI-powered enrichment, natural language queries, Kanban pipeline visualization, and probability-weighted forecasting. Built for how sales actually works, not how CRM vendors think it should.

Lead
24
$180K
Discovery
12
$340K
Demo
8
$520K
Proposal
5
$410K
Negotiation
3
$290K
Won
14
$1.2M
8
Pipeline stages
6
Contact lifecycles
9
AI tools for CRM
Real-time
Pipeline visibility

What it does

Contact lifecycle tracking

Lead → Prospect → Active → Customer → Inactive → Churned. Every transition logged with timestamp, trigger, and context. Track the full journey, not just the latest touchpoint.

Visual pipeline (Kanban)

8 stages: Lead, Discovery, Demo, Qualification, Proposal, Negotiation, Closed Won, Closed Lost. Drag deals between stages. Probability-weighted forecast updates in real-time.

AI-powered contact enrichment

Planck AI fills in missing company info, job titles, and social profiles. Automatic deduplication catches duplicates before they pollute your pipeline. No manual data entry.

Natural language queries

"Show me deals over $100K in negotiation assigned to Sarah." Instant results. No filters, no report builder, no SQL. Just ask.

Activity timeline per contact

Every email, call, meeting, and note — chronologically logged. Your sales team never asks "who talked to this person last?" again.

Bulk operations

Tag 500 contacts. Reassign a territory. Change deal stages in batch. Import from CSV. Export to anywhere. Operations that take hours in Salesforce take seconds.

Deal probability forecasting

Each stage has a default probability (0-100%). Override per deal. Pipeline value is always probability-weighted. Know your real expected revenue, not wishful thinking.

Tenant-scoped by design

Multi-tenant from the ground up. Every query is filtered by company. A regional manager sees their deals. A VP sees all deals. Same CRM, different scope.

How it works

01

Import or create contacts

CSV import, manual entry, or let AI enrichment pull from your email. Deduplication runs automatically on every import.

02

Create deals and assign stages

Link deals to contacts. Set value, probability, expected close. Drag through your pipeline as conversations progress.

03

Log everything

Calls, emails, meetings, notes — log activity per contact. Planck AI can auto-summarize call transcripts and extract action items.

04

AI predicts outcomes

Based on deal velocity, time in stage, and historical close patterns — Planck AI flags deals that need attention and predicts which will close this quarter.

Why it's different

AI enrichment built-in — not a $200/month add-on (Salesforce + ZoomInfo)

Natural language replaces complex filter UIs — ask questions, get pipeline data

Automatic deduplication via AI, not manual merge workflows

Forecasting learns from your actual close patterns, not generic industry benchmarks

Fully integrated with Planck AI — CRM data accessible via all 9 AI tools

Multi-tenant from day one — impossible to accidentally see another company's deals

Ready to try CRM?

Start Building →