Product · Closed Beta

The AI-native CRM that
follows your revenue model.

Capture leads, run deals, and forecast — all in one place. AI scores prospects and recommends the next action, keeping your sales, marketing, and CS revenue operations moving forward. Now available to a small number of companies in closed beta.

Request a demo → See features

* Currently in beta — invite-only and limited to a few companies. Features may change without notice.

Product demo (about 2 min 40 sec)

Why CRM fails

Sound familiar?

Data entry is a chore, so the team never adopts it — and you quietly drift back to managing everything in Excel.

SFA, MA, and CS tools are siloed, so the numbers from lead to revenue never connect into one view.

Which lead to act on now, and what to do next, lives in people's heads — so follow-up is always reactive.

Features

Built to move revenue forward.

AI agent

Ask your data in plain language. AI drafts emails and recommends next steps, taking work off the team's plate.

Lead scoring

Surface hot leads automatically from behavior and firmographics. See who to act on at a glance.

Workflow automation

Trigger notifications, tasks, and emails on your rules — cut manual work and prevent things from slipping.

Email sequences

Automated, multi-step follow-ups that branch based on each reply and action.

Forecasting

See where the quarter lands straight from your pipeline — turn meetings into decisions, not status reports.

Custom objects

Extend the data model to fit your business. Design it around how revenue actually flows.

All features

Sales, marketing, CS, and ops — in one place.

AI & Intelligence

  • AI Copilot (search & operate the CRM in plain language)
  • AI call analysis (MEDDPICC / BANT / CHAMP / SPIN)
  • AI research (web, with citations)
  • AI summarization & classification
  • AI attribute fields (AI columns on records)
  • Voice transcription (Whisper)
  • Lead scoring (grades A–F)
  • ICP definition → fit scoring
  • Workspace credit management

CRM core

  • Contacts / Companies / Deals
  • Tickets / Tasks / Activities / Calls
  • Deal kanban (drag & drop)
  • Lead conversion (stage change + deal)
  • Pipeline & stage management
  • Notes, attachments & favorites
  • Record-to-record relations

Marketing

  • Form builder (public pages, auto-create contacts)
  • Email campaigns & templates
  • Open / click tracking & unsubscribe
  • Lists (static / dynamic)
  • Workflows (visual automation)
  • Triggers, conditions & delays

Sales

  • Forecasting (by category)
  • Sequences (automated follow-up)
  • Quotes (line items, tax, status)
  • Product catalog
  • Contact roles (decision maker, champion, …)

Customer Success

  • Omnichannel inbox (chat / email / API)
  • Embeddable chat widget (real-time)
  • Inbound email to conversations
  • Knowledge base
  • Surveys (NPS / CSAT / CES)

RevOps automation

  • 175 pre-built workflow playbooks
  • Covers marketing / sales / CS
  • Toggle on/off, attach sequences
  • Issue-based nurtures & deal-stall alerts
  • SLA escalation & renewal-deal creation
  • Cross-sell candidates, business reviews & more

Subscriptions & billing

  • Edition switch (B2B / B2C)
  • Subscription management
  • Recurring metrics (MRR / ARR / churn / LTV)
  • Stripe (customer sync, payment links, invoices)

Platform & extensibility

  • Custom objects & custom fields
  • Record types & relationship definitions
  • REST API (v1) / GraphQL / MCP server
  • Outbound webhooks (signed, with delivery logs)
  • Permissions (role × CRUD) & audit log
  • Multi-workspace, member invites & roles
  • Trash (restore) & global search
  • Notion / Google / LinkedIn integrations
  • Multilingual (JA / EN / ZH-TW)

Closed Beta

We're onboarding our first customers now.

Revenue CRM is being built in closed beta. Beta customers get onboarding informed by Consilegy's revenue-design expertise, plus priority support where your feature requests go straight into the product.

  • Hands-on setup and data migration support
  • Advice on revenue operations design
  • Priority on your feature requests
  • Preferential terms during the beta

Get Started

See it in action
with a live demo.

We'll walk through your revenue operations challenges and show how Revenue CRM works in a hands-on demo. Beta inquiries are welcome here too.

Request a demo → View services

What we'll show you

  • AI agent operating on and suggesting actions from your data
  • Lead scoring and prioritization
  • Workflow and email-sequence automation
  • Pipeline and forecast visibility
  • Customization examples for your operations