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CRM software with effortless setup and user-friendly features

Elevate your sales with our fully customizable CRM platform – no coding required

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Full access + no credit card needed

 
A powerful suite of CRM tools

Built for a better way of Growing Working Building Automating Reporting Collaborating Managing Organizing Servicing

Build the reporting tools you need for your business with customizable no-code dashboards. Easily analyze your data and simplify strategic decision-making with custom dashboards. Run reports, create summaries, track progress, and get a high-level overview of your entire organization. 
CRM Pipeline management
 Dashboards

Explore advanced CRM software features for enhanced visibility, including custom dashboards that provide instant insights into your deal progress, sales metrics, and team performance.

 Sales forecasting

Cutting-edge CRM software features that boost visibility, featuring custom dashboards offering real-time insights into your deal progress, sales metrics, and team performance.

 Activity tracking 

Access all your team’s activities, including calls and meetings, from a centralized location to track performance, gauge capacity, and plan proactively.

 Team goals

Effectively oversee your team’s long-term quota achievements, monitor victories, and set goals for individual members or the entire team.

Built in security and compliance

IP restrictions
 
CSA
 
Google & Two-factor authentication
 
Multi-region data centers
 
AWS RDS’s AES-256 encryption
 
SOC 2 Type II compliance        User-defined privacy       Extensive logs

Get closer to your Customers

Our most popular features

Simplify communication centralization
 

Contact Management

Enhance your customer and account data by centralizing, tracking, and analyzing information in one location. Stay on top of all activities, tasks, prospecting, deals and more…
Pipeline heaven…
 

Customizable to fit your sales cycle

Monitor your pipelines, goals, and team’s performance effectively. Edit deal stages, add as many columns as you’d like, manage multiple pipelines at once, and more.
 
Enhanced Task Management
 

Task Management Made Simple..​

Monitor your tasks, activities, and goals in one place.
 Task management

Fully sync your sales cycle and stay on top of important tasks for clients and prospects.

 Task wizard

Try our innovative task wizard which you can use to quickly prioritize and complete all outstanding tasks.

 Task automation

Keep your sales team on track by assigning and automating tasks for important accounts and prospects.

 Activity management

Log any lead or contact-related activity like calls, meetings, notes, and more to always know where communication stands.

Pre-sales to post-sales all in one place

Lead management

Capture leads from any source, centralize and qualify them in a single location, and automatically score them using customized criteria.

Deal management
Tailor your pipeline without developer assistance, drag and drop deals across stages, automate manual tasks, and effortlessly monitor all contact interactions.
Account management
Attain a comprehensive 360° view of your customers. Manage contact and account details, track activities, and send emails—all conveniently in one location.
Post-sales management

Efficiently handle post-sale activities in a centralized hub, ensuring streamlined management of client projects, collection tracking, and other tasks.

 
Sales operations
Efficiently strategize and expedite your sales hiring process, and empower your sales team with the essential tools and resources for enhanced deal closures.
 
The Best CRM Software for 2024

Get the full picture

From every Single Deal to the Entire Overview

Obtain a snapshot of every deal

Effortlessly access essential deal information with just one click. Review contact details, track deal progress, and identify next steps.

Enhance visibility through custom deal pipelines

Customize real-time deal pipelines effortlessly, no coding required. Gain insights into deal statuses, projected revenue, team performance, and beyond.

The Best CRM Software for 2024

A pricing plan that works for everyone.
Start free.

Get started – No credit card needed.

Adviai Basic

Essential marketing, sales, service, CMS, and operations software 

$19

/ mo per user

Start Free
  • 10k contacts
  • 5GB storage
  • Unlimited customizable pipelines
  • Unlimited reports
  • Service Hub
  • Operations Hub
  • Support

Business

Most Popular

Comprehensive marketing, sales, customer service, CMS, and operations software

$29

/mo per user

Start Free
  • Everything in Basic plus...
  • Unlimited contacts
  • 25GB Storage
  • Merge duplicate data
  • Sales analytics
  • Sales forecasting
  • Priority Support

Adviai Pro

Our most powerful marketing, sales, customer service, and operations software

$49

/mo per user

Start Free
  • Everything in Business plus...
  • Unlimited contacts
  • 100GB Storage (Custom Options)
  • Priority Access to New Products​
  • Custom API
  • Consultancy sales package
  • Dedicated account rep

Adviai Basic

Essential marketing, sales, service, CMS, and operations software

$15.8

/ mo per user

Start Free
  • 10k contacts
  • 5GB storage
  • Unlimited customizable pipelines
  • Unlimited reports
  • Service Hub
  • Operations Hub
  • Support

Business

Most Popular

Comprehensive marketing, sales, customer service, CMS, and operations software

$24.2

/mo per user

Start Free
  • Everything in Basic plus...
  • Unlimited contacts
  • 25GB Storage
  • Merge duplicate data
  • Sales analytics
  • Sales forecasting
  • Priority Support

Adviai Pro

Our most powerful marketing, sales, customer service, CMS, and operations software

$40.8

/mo per user

Start Free
  • Everything in Business plus...
  • Unlimited contacts
  • 100GB Storage (Custom Options)
  • Priority Access to New Products​
  • Custom API
  • Consultancy sales package
  • Dedicated account rep

Frequently Asked Questions

What is our pricing model?
Our pricing is based on 2 variables: the feature plan you’d like to use, and the number of seats you purchase on the platform. Once you’ve decided on the feature plan and number of seats, choose your preferred subscription payment: month-to-month or annual. Payment is made in one upfront installment (so if you purchase a plan for one year, you will pay for one year upfront). To see all plans please go to your avatar > admin > billing and click on “upgrade now”
 
Are there any demos of the platform?
Of course! You can check out a demo here
 
Do I get support while on the free trial?

Yes. You will receive the same 24/7 support that our paying customers do while in free trial, regardless of which plan you’re in.

Is there a limit on features during the free trial?
Not at all. You will experience the full range of features that are accessible to paying customers within the plan you’re in. You can also switch between any plan while in free trial.
Can I add people to my team while on the free trial?
Yes, you can invite 3 users to join your Adviai trial. Simply click on staff and then in the top right corner of your screen select “Add more users”
Best CRM for small business

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