Botsburg CRM

Your pipeline,
right inside Gmail.

Five stages you drag deals across, a spreadsheet view that sorts like the expensive tools, and a story panel for every person — who they are, every email either way, and how many times they opened yours. It fills itself from your inbox, and one click extends it over your whole Gmail window. No new tab, no second app, nothing to copy across.

Start 14 days free$19/month after the trial
What it does

Everything about a customer,
in one place.

See the funnel

New Lead, Contacted, In Talks, Won, Lost — colour-coded columns with live counts, cards you drag from stage to stage, and deals going cold flagged in red before they slip away.

Know the person

Click anyone and their story opens — company, every email either way, when they last looked at yours, and buttons to write or bill them on the spot.

Proof they opened it

Read receipts are part of every card: how many times, and from where. Other tools sell this separately; here it is just part of the person.

It fills itself

New people who email you become cards. You are not typing your own inbox into a database every Friday afternoon.

Assign to your people

Give a client to a specific person on your team — or to a specific AI employee — and every follow-up, reminder and notification goes to whoever owns them.

Follow-ups that actually happen

Set a reminder on a card, or let it set its own. Nobody goes quiet for three weeks by accident again.

The calendar keeps up

Move an appointment and the CRM knows, the client is told, and the person who owns them sees the change.

Lives where you sell

The Gmail extension puts it one click from your inbox and can take over the whole window — and the same CRM, the same data, opens in the desktop and phone apps.

See it all working together

This is the part other CRMs
cannot do at all.

A CRM that only holds names is a list. Watch one real customer travel through the inbox, the quote, the signature, the diary and a secured document — without anybody retyping a thing, and with every step landing on the same record.

This is the spine everything else hangs off

Every other part of Botsburg writes to the CRM, which is why it is worth $19 rather than $80.

  • Send a quote from the Treasury and it appears on the card. Get paid and the card knows before you do.
  • A document signed in Botsburg Sign files itself against the person who signed it.
  • Appointments move on the calendar and the CRM updates the client and the owner automatically.
  • Send that client something private with Secured Link and every open is logged on their record.
  • Your general manager can see across the whole funnel and put the right person on the right client.
  • On Starter and above, Isabella works the funnel — filling it, chasing it, and drafting the next message for your approval.
$19/month

Unlimited people, unlimited pipeline, read receipts included. Take all three tools — CRM, Treasury and Sign — for $69/month. Included at no extra cost in Starter and every tier above it, where an AI employee works the funnel for you.

Compare that with the CRMs that charge per seat and then charge again for read receipts.

Next

Where to go from here