AI-Assisted Sales CRM
Team-scoped CRM for micro-SaaS founders, agencies, and lean sales teams — pipeline, contacts, tasks, and AI workflows in one product.
Lean sales teams were losing deals to admin overhead — pipeline updates, follow-ups, and research scattered across spreadsheets and disconnected tools.
A cohesive CRM with kanban pipeline, contacts, companies, tasks, notes, attachments, global search, multi-team workspaces, and GPT-powered lead intelligence.
One workspace where teams track deals, automate follow-up research, and convert AI recommendations into tasks without leaving the pipeline.
Generic CRMs forced bloated pricing and workflows built for enterprise teams, not lean operators who need pipeline clarity and AI assistance out of the box.
B2B sales product for founders, agencies, and small sales teams
End-to-end product from architecture through production marketing site and app deployment
Pipeline kanban, contacts, companies, tasks, notes, attachments, activity timeline, global search, team invites, and seven AI endpoints
Replaced patchwork of spreadsheets, email threads, and plugin integrations
Lead summaries, next-best actions, and draft outreach generated from pipeline context
Invite teammates, assign roles, and switch workspaces without re-authenticating
“Reps were updating the pipeline in one place, notes somewhere else, follow-ups in email. We needed selling in one view, not another bloated CRM. That is what we got.”
Microlead CRM: Sales platform for lean teams
Microlead CRM is a production-grade sales platform built for teams that need to close more deals with less admin. The product ships pipeline kanban with custom stages, full contact and company profiles, polymorphic tasks, markdown notes, PDF and DOCX attachment extraction, auto-logged activity timelines, and global search across every record. Multi-team workspaces support Owner, Admin, and Member roles with email invites. Seven AI endpoints power lead summaries, next-best actions, outreach drafts, win probability scoring, LinkedIn intent logging, and one-click conversion of recommendations into tasks — backed by OpenAI GPT-4o and Azure OpenAI.
The end-to-end pipeline
Add companies, contacts, and leads. Configure pipeline stages and capture every touch in the activity timeline.
Move deals through kanban stages with full status history. Attach notes, files, and tasks without leaving the record.
AI generates lead summaries, outreach drafts, and next-best actions from pipeline data, notes, and uploaded documents.
Win probability scoring and task conversion keep follow-ups on track until deals reach Closed Won.
Invite teammates, assign roles, and run multiple team workspaces from one TypeScript-native stack.
Add companies, contacts, and leads. Configure pipeline stages and capture every touch in the activity timeline.
Move deals through kanban stages with full status history. Attach notes, files, and tasks without leaving the record.
AI generates lead summaries, outreach drafts, and next-best actions from pipeline data, notes, and uploaded documents.
Win probability scoring and task conversion keep follow-ups on track until deals reach Closed Won.
Invite teammates, assign roles, and run multiple team workspaces from one TypeScript-native stack.
Everything in one place
Pipeline & Kanban
Drag-and-drop kanban board with custom pipeline stages and full status history from prospect to close.
Contacts & Companies
Full profiles with linked companies, activity timelines, tasks, notes, and attachments in one view.
Tasks & Notes
Polymorphic tasks on any record plus rich markdown notes for call recaps and meeting summaries.
Attachments
Upload PDF and DOCX files per record with AI text extraction for summaries and action generation.
AI Sales Co-pilot
Lead summaries, next-best actions, outreach drafts, win scores, and one-click task conversion.
Teams & Access
Multi-team workspaces with role-based access control and email invite flows.
Designed for the people who use it daily
A clean, role-focused interface that puts the right information in front of the right person, without clutter or complexity.
Pipeline
AI summary readyRepresentative interface. Actual client data is confidential.
Who it's built for
Role-based access ensures each team member sees exactly what they need: nothing more, nothing less.
Sales reps
Manage pipeline, contacts, and tasks with AI summaries and draft outreach ready from any lead view.
Team leads
Configure stages, monitor win rates, and oversee team activity across companies and deals.
Founders & admins
Create workspaces, invite members, assign Owner/Admin/Member roles, and manage tenant settings.
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