CrowdStack

CRM

Contacts, companies, and your pipeline in one place.

Contacts, companies, and a deal pipeline for sales, with tasks and activity on the same people Support already knows.

Replaces HubSpot, Salesforce, and Pipedrive.

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CrowdStack CRM contacts list with lifecycle and MRR

How it works

What CRM does for your team

A CRM contact record with activity across Support, CRM, and Revenue and linked tickets, tasks, feedback, and deals

People & companies

The same contacts Support already knows

Ticket requesters become contacts automatically, so your CRM fills itself as customers write in. Contacts carry lifecycle stages, tags, custom fields, and every email and phone number you have for them. Open one and see their tickets, deals, tasks, and subscription in a single activity feed.

  • Companies with owners and domains
  • Notes and tasks with due dates
  • Saved contact views for your team
Deals kanban board with Qualification, Proposal, and Negotiation columns

Pipeline

A pipeline shaped around how you sell

Run one board or several, each with its own stages. Deals carry amounts, owners, close dates, custom fields, and the contacts involved. Public forms create or update contacts, so inbound leads land in the pipeline without any copy and paste.

  • Multiple boards with their own stages
  • Custom fields and linked contacts on deals
  • Public intake forms
Agent library including Deal risk review, Web research, and Workspace monitor

Campaigns & AI

Outreach that stops the moment they reply

Build multi-step email sequences with delays between steps and send them from your own SMTP mailboxes on a separate domain, with daily limits and send windows per mailbox. Replies are detected over IMAP, stop the sequence, and land in a shared Replies inbox. A deal risk agent scores every open deal on activity, tickets, CSAT, and subscription status, and proposes one follow-up task per deal that is slipping.

  • Unsubscribe links and a do-not-email list
  • Deal risk review with the evidence on the deal
  • Web research and workspace monitor agents

The full list

Everything included in CRM

People & companies

  • Contacts shared with Support
  • Companies with owners and domains
  • Tags, lifecycle stages, and custom fields
  • Multiple emails and phone numbers per contact
  • Notes on contacts, companies, and deals
  • Tasks with due dates
  • Activity across Support, CRM, and Revenue
  • Saved contact views

Pipeline & intake

  • Deal pipeline with multiple boards
  • Stages, amounts, owners, and close dates
  • Custom fields and linked contacts on deals
  • Public forms that create or update contacts

Campaigns

  • Multi-step email sequences with delays between steps
  • Send from your own SMTP mailboxes on a separate domain
  • Several mailboxes per campaign with daily limits and send windows
  • Replies detected over IMAP stop the sequence and land in a shared inbox
  • Unsubscribe links, one-click unsubscribe, and a do-not-email list

AI agents

  • Deal risk review scores every open deal on activity, tickets, CSAT, and subscription status
  • Proposes one follow-up task per slipping deal, with the evidence on the deal's Insights panel
  • Web research agent on a mission you write, with a drafted next step per finding
  • Workspace monitor agent watches your deals and contacts for whatever you tell it to

Connected to Support

  • Ticket requesters become contacts automatically
  • CRM and revenue context on the ticket sidebar

One workspace

Works with the rest of CrowdStack

Every product shares the same contacts, so a ticket, deal, task, request, or page can point at the same customer.

SupportShared inbox and self-serviceRevenueStripe MRR and subscription metricsTasksInternal work trackingFeedbackFeature requests and votingDocsInternal wiki and team knowledge

Try CRM with the full suite.

Six products, one login, one bill. Free for 14 days, no card required.

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