CRM by OpenServe
Your pipeline lives where the rest of the business does: the Company heartbeat's Pipeline room — deals, companies, and follow-ups kept current by AI, one tap from revenue and approvals. Want a CRM of your own? Build it from the CRM template in Site Builder.
One OpenServe account. Free to start.
A forwarded email, call notes, a LinkedIn blurb — paste anything and AI builds the deal with its company, its people, and the first follow-up already logged.
Every deal gets a 0–100 health read with the concrete risks and the ranked next moves — stalled deals surface themselves before they die.
One tap each morning: what actually needs attention today, ranked, with the single action per deal.
Tell it what happened — it creates deals, moves stages, logs the call, and books the follow-up on your connected calendar.
Deals attach to your unified address book, so every deal shows the live conversation history across Gmail, Slack, Outlook, and Teams.
The CRM app is a Site Builder template: start from it in Site Builder (/opencode?template=crm), rename the stages, add the fields your team uses, and ship it as your own site — or add it from the Marketplace as is.
Drop a link to your site, app, social profile, or videos — get it scored against the winners in your category, with the opportunities that move it.