Customer history stops belonging to one person
Contacts, companies, deals, activity, and notes on one screen. The context survives a change of owner.
Revenue CRM for B2B, in beta
The customer list is a spreadsheet. The correspondence is in an inbox. Where a deal stands lives in one person's head. We have been inside more than 40 companies like that. Every time, there was no CRM we could honestly put in. So we built one.
An email address opens the real product. No password to set, no sales call.
"40+" is the number of companies Consilegy LLC has supported on marketing, sales, and customer success design. Revenue CRM is in closed beta, so we do not publish a customer count for it.
What changes
The customer list is spread across spreadsheets and inboxes
Contacts, companies, deals, and correspondence collect into one history.
Where a deal stands lives in one person’s head
Stage, probability, and next action sit on a screen the whole team reads.
Next month’s number gets added up by hand every time
A weighted forecast comes straight off the pipeline.
Follow-up and renewals slip once the deal is won
Workflows catch renewal dates and stalled work, and tell the owner.
AI / Jade
CRMs stop being used for one reason. Entering data is always the last thing on the list. So we took the typing out. Jade, the AI inside, answers when you ask in plain language. Cards get photographed, threads get pasted, calls get spoken.
Search and aggregate contacts, deals, and your funnel. Create contacts and tasks on the spot. ⌘J opens it from any screen.
Seventeen fields read from one photo. A confirmation screen always comes before anything is saved.
From LINE, Slack, or Chatwork threads: a summary, the next actions, and early signals on amount and stage.
The transcript is structured under MEDDPICC / BANT / CHAMP / SPIN and written back onto the deal.
Whiteboards and paper notes become text, with candidate tasks. A person picks which ones count.
Correct it once and the correction sticks. Next time the same question comes up, your judgement is what it works from. ICP tier first.
Anything AI writes waits for a person before it is saved or sent. Nothing goes out on its own. You can bring your own API key (Anthropic / OpenAI / Gemini / Azure OpenAI), and an MCP server ships with the product so outside AI tools can work against your CRM.
Your data
Two-factor authentication and single sign-on are not offered at this stage.
Screens
What it does
Contacts, companies, deals, activity, and notes on one screen. The context survives a change of owner.
Move a card and update the probability; pipeline total and weighted forecast update with it.
Ask Jade in plain language and it searches, counts, summarizes, classifies, and proposes the next action.
Notifications, tasks, follow-up, and renewal deals run on their own. Switch on the ones you need from 175 workflows.
Forms, email, lists, and sequences ship with the product. There is no separate marketing tool to add.
Switch between 日本語, English, and 繁體中文 with one button. Everyone works the same records.
CRM core / AI (Jade) / RevOps automation (175 workflows) / Marketing / Sales / Delivery / Customer Success / Subscriptions & billing / Data model & extensibility / Admin, security & operations
See all 89 featuresBy business type
Manage prospects as deals. Pipeline, quotes, forecast, and stalled-deal alerts.
Quote, win, deliver, invoice, and renew maintenance, tracked per project.
Track renewals, churn risk, renewal deals, and cross-sell candidates.
Manage enrollment, retention, holds, and withdrawals. Offered as a separate school edition.
See the school editionPricing
Seats 1–9
¥3,000/ seat / month
From the 10th seat
¥2,500/ seat / month
Graduated: only seats from the tenth onward are billed at ¥2,500. The first nine stay at ¥3,000.
There is no setup fee. Terms during the closed beta are agreed case by case.
All prices exclude consumption tax.
A good fit
Better served another way
If Salesforce, HubSpot, kintone, or Marketo is already running, don't switch. You paid for it, and it can be made to work. We would rather redesign the revenue process around what you have than sell you a replacement.
See how we redesign an existing CRMWhere it came from
The product took shape at Nomad Hualien (花蓮雲基地), the digital nomad hub run by Hualien County. Seiko Yamaguchi, Consilegy's founder, stayed there with the first cohort, and the shape of this product, CRM and AI together, came out of working alongside founders and remote workers from several countries.
The AI agent is called Jade because jade is what Hualien is known for. See News (花蓮視新聞) covered this in its 25 June 2026 edition.
Read the article
Questions
Closed beta
We are working with a handful of companies right now, building against how they actually operate. We do the setup and load the first data ourselves. What gets built next is decided by their work, not by our roadmap.
An email address opens the real product.
See the demoWe start from whether it fits how you work.
Get in touchWe propose a redesign around the tool you have.
See what we do