CRM

A free CRM for startups

CRM is the free CRM for startups in the OrgOrg suite: contacts, companies, and deals on pipelines with stages, a panel beside every Gmail thread, outreach that sends from your own Gmail only when you approve, and research from LinkedIn and Bookface that runs in your own browser. It reads the same directory as the rest of the suite, so your team is already in it.

Sales pipeline, a sample

37 deals, 5 won this month

  • Lead14
  • Contacted9
  • Qualified6
  • Proposal3
  • Won5

What is in the box

A pipeline, the email beside it, and the work that moves a deal

Contacts and companies, with your own columns

Text, number, date, select, multiselect, boolean, and formula columns. A person you trade mail with in both directions becomes a contact without a click, and the company comes along.

Pipelines for anything with stages

Sales, customer success, hiring, fundraising, a program rollout, or a simple to-do board. Each pipeline is Everyone edits, Everyone views, or Private.

A panel beside every Gmail thread

Open or add the sender, file the thread to a deal, add a task or a note, and see who on your team already knows this person. The Chrome extension puts it next to the email.

Outreach from your own Gmail

Sequences, mail merge, and one-off sends go out from your address into your Sent folder, only when you press send or arm a step. An AI draft always ends with a review.

A daily brief

Chase today, gone cold, slipping, they wrote back, close date passed, renewal due, payments up or down. One email on the days with items, in your own morning.

Research in your own browser

LinkedIn and, for YC founders, Bookface fill a contact's title, company, location, experience, and investor facts, under your own login, while you use your computer.

Reports per pipeline

What changed this week, time in stage, cohorts from created month to won, pipeline created versus won, and forecast accuracy. Export every report to one Google Sheet.

A REST API for the product that sells itself

Contacts, companies, deals, and deal stages by REST, and a signal endpoint your product calls when a user signs up or upgrades. A change made with a token names the token.

Deals on pipelines, with the stages you already use

A deal is a card on a pipeline, and a pipeline tracks anything that moves through stages. The Sales pipeline starts with Lead, Contacted, Qualified, Proposal, Won, and Lost; an e-commerce company gets Samples Sent, Terms, and Purchase Order, an agency gets Discovery and Negotiation. Templates add a customer success pipeline from Onboarding through Renewal due, a hiring pipeline from Applied through Hired, a fundraising pipeline from Need intro through Signed, and a program rollout. Each deal names its champion, its decision maker, and its stakeholders, and carries the columns you add. When a deal with a company is won, the company joins your Customers pipeline, and your Stripe subscriptions set its renewal date and move a renewed customer back to Live.

The activity page shows every change across all deals, newest first: stage moves with who and why, amount and owner changes, contacts added for you, and the signals your product sent. A change made with an API token names the token. Ask the chat anything about your pipeline, such as which deals close this month, and it answers from the same rows.

The CRM lives beside the email

With the Chrome extension, every Gmail thread gets a panel. One click opens the sender in the CRM or adds them, the next files the thread to a deal, and a task or a note takes a line. Filing shares the conversation with the people who can see that pipeline, and the panel says so before you confirm. A new deal from a thread is a proposal: an AI fills a form with the name, the pipeline, the stage, the company, and the contact, each editable, and nothing is written until you press Confirm. The panel also shows who on your team already knows this person, as a fact, never as their threads.

Outreach that sends from your own Gmail, and only what you approve

OrgOrg sends only messages you approve, from your address, into your Sent folder. A sequence sends its first step when you arm it and the later steps as replies in the same thread; editing a sequence never touches the people already in it; a human reply stops it and an out-of-office only pauses it. Mail merge writes one email and gives each deal its own, personalized, with a review before anything goes. The templates are a cold intro, a re-engagement, a warm follow-up, a post-meeting note, and an investor intro. Every send passes the same checks: the organization's kill switch, your consent, the do-not-contact list, a daily cap of 50 automated sends per account, one automated send per person in 24 hours, and 20 recipients on a manual send. Unsubscribes and hard bounces land on the do-not-contact list by themselves, and an admin can stop all sending at once.

A pipeline that moves itself, within rules

The Pipe Manager moves a deal one stage forward by itself only when all of these are true: the evidence is a reply, a held meeting, or a signal from your product; it is confident that the evidence meets the next stage's entry criteria; both stages are open; and it did not move the deal in the last 20 hours. Every other move is a suggestion, and it never marks a deal won or lost. Auto-close moves a deal nobody touched to Lost and mails the owner a one-click reopen. The daily brief sorts what needs you into Chase today, Gone cold, Slipping, They wrote back, Close date passed, Renewal due, Quiet, Payments down, Payments up, and Won back, and arrives by email on the days with items, in the New Tab bell, or in a Slack channel per pipeline.

Research in your own browser, and a co-op you choose

Chrome with the OrgOrg extension does the research, under your LinkedIn login, while you use your computer. Nothing runs while you are away, and you can pause it any time. From LinkedIn a contact gets a title, a headline, a company, a location, the experience and education, and the websites; an email, a phone, or a birthday only when the person is a first-degree connection. For a YC founder, Bookface adds the investor columns: the YC founder rating, the meeting conversion, the median check. The limits are yours to set, with a warning at the level a site may sign you out at.

The first visit asks one question: join the data co-op, or not. The co-op pools the public business facts your team captures, work emails, titles, employers, domains, and who works where, and fills your records from the same pool. Your notes, deal stages, and anything you typed by hand are never shared outside your organization, and your organization is never named on a profile. Say No thanks, and the CRM runs without it.

Import what you have, and clean it up

Paste contact information from any source, email signatures, CSV data, a spreadsheet, or plain text, and the contacts are extracted for you. Your LinkedIn connections export becomes contacts, and the archive never leaves your browser: only Connections.csv is read, and only its rows are uploaded. A pipeline imports rows from a spreadsheet, a CSV, or Google Sheets with the columns mapped for you. A duplicate scan finds shared domains, emails, and matching names, and a merge keeps undo for 30 days.

Frequently asked questions

What makes it a CRM for startups?
It is built for a founder who sells from Gmail. The pipeline starts with Lead, Contacted, Qualified, Proposal, Won, and Lost, a won deal moves the company to a Customers pipeline, and Stripe subscriptions set the renewal date. The research reads LinkedIn and, for YC founders, Bookface. And the suite it belongs to is free for a team of up to 5.
Does it send email from my account?
Only when you approve. A one-off send goes out when you press send, and a sequence step only after you arm it. Every message goes from your own address into your own Sent folder, never from another mailbox. A human reply stops a sequence, and an out-of-office only pauses it.
Can it read my inbox?
The panel reads the thread you have open and shows the CRM context beside it. Pipeline autopilot reads subjects and counterparts, never message bodies, and creates nothing until you confirm. Teammates see that you know a person, not your threads.
What is the data co-op?
A shared directory of public business facts: work emails, titles, employers, domains, and who works where. Join it and your records fill from it, and your team's captures of the same kind of facts join it in return. Your notes, deal stages, and anything typed by hand are never shared, and your organization is never named on a profile. Say No thanks and the CRM runs without it.
Does research get me signed out of LinkedIn?
Research runs in your own Chrome, under your own login, at a pace with a daily limit: 100 LinkedIn lookups a day by default, 150 at most, and 200 Bookface lookups a day, 1,000 at most. The settings warn you when a limit is one the site may sign you out at, and nothing runs while you are away from your computer.
Is there an API?
Yes. Contacts, companies, deals, and deal stages have list, get, create, upsert, update, and delete endpoints, deals have a signal endpoint, and each token makes 60 requests a minute. A signal sent twice with the same external id never makes a duplicate.
Is it free?
The CRM is part of the OrgOrg suite, which is free for teams of up to 5 members, every app included. A larger team pays one price per member for the whole suite. An administrator turns the CRM on for the organization.

Ready to run your pipeline from Gmail?

Turn on the CRM, install the extension, and the next email you open has a panel beside it.