Sound familiar?

Every CRM turns into weeds.

Duplicates sprout. Fields go stale. Follow-ups slip. The mess quietly costs you deals you already earned.

Clean from day one

Every lead, potted properly.

New contacts arrive validated, enriched, and de-duplicated — automatically, the moment they land.

Busywork, handled

A helper that never forgets.

Follow-ups drafted, documents summarized, key dates pulled. You read, approve, and get back to the work.

One clean pipeline

Every deal in tidy rows.

Contacts, deals, tasks, and automation your whole team can trust — one source of truth, not five guesses.

Run like a company ten times your size.

Start with the customers. Add the invoices, the books, the follow-ups that send themselves — and soon the marketing and the signatures. It all runs from one place, and none of it needs replacing when you double.

Start free → See it in action

Free plan, no credit card. Set up in an afternoon.

CRM Contacts, pipeline, tasks
Invoices Send, track, get paid
Books A real double-entry ledger
Automations The busywork, handled
Marketingcoming Campaigns and outreach
Signaturescoming Sign-off without the back-and-forth
The day-to-day, handled

Everything a small team actually needs in one place.

Not features for a demo — the jobs you do every week, with the busywork stripped out.

A new inquiry becomes a clean record, instantly.

From your website form, email, or a quick manual add — every lead lands validated, enriched, and de-duplicated. No more "who was that again?"

New lead · just now
DP
Dana PatelPatel Studio · Design agency
New lead
Email verified Phone formatted Company enriched No duplicate found

The helper drafts it. You hit approve.

Overdue follow-ups get flagged, and the built-in AI drafts the email from the record's real history. Read, tweak if you like, send.

Follow-up queue · 3 ready
To: marcus@kimlaw.comdrafted by your assistant

Hi Marcus — circling back on the proposal we sent last Tuesday. Happy to walk through the retainer options this week…

A pipeline your whole team trusts.

Deals, stages, tasks, and notes — with stale deals flagged before they slip away. Custom fields shape it to how your business actually sells.

Pipeline · $84,200 open
New
Patel Studio$6,000
Walsh HVAC$9,400
Proposal
Kim & Co Law$24,000
Won
Reyes Dental$18,500

Invoices live next to the customer.

Send the invoice from the same record you closed the deal on. AR aging and a real double-entry ledger — no separate bookkeeping app to forget.

Invoice #218 · Reyes Dental
Retainer — March$3,500.00
Implementation$1,200.00
Due Friday$4,700.00
AR aging

The whole business on one screen.

Pipeline value, overdue invoices, and what's due today — the numbers an owner actually checks, without exporting anything.

This week
Open pipeline$84.2k▲ 12%
Overdue AR$3.2k2 invoices
Tasks due73 drafted for you
Records cleaned1,248this week
Try it on your own data, free →
Data quality, automated

Clean data, without the cleanup.

A live rules engine works every record the moment it lands, and keeps working long after. You never schedule a cleanup. It just happens.

1Validate

Catches bad data at the door

Wrong formats, broken emails, and missing required fields get caught on the way in, not three months later.

2Enrich

Fills the gaps for you

Thin records get rounded out from the data you already hold and trusted public sources. Half-empty contacts become whole.

3De-dupe

One clean record, always

Duplicates are spotted and merged automatically, so your team works from one truth instead of five guesses.

GuardenerAI Auto-tidy: on
Watching your data. Hit run to see it tidy up.
1,248 records kept clean this week
See everything you get →
What you get

More than just a CRM.

One system runs the customer, the work, and the money. Stop paying for a CRM, a separate AI tool you can't trust with real data, and a bookkeeping spreadsheet. It's all here.

A gardener's hand pruning a plant whose leaf regrows

Data that cleans itself

Validation, enrichment, de-dupe, and merge run on their own. Your database gets better while you sleep.

No cleanup days. Ever.
A watering can pouring droplets that become tidy records

An AI that does the grunt work

Summarize a document, draft a follow-up, pull the key dates, sort a month of records. The busywork, handled.

Built in, not bolt-on
A ledger book with leaves growing from its spine

Your books, built in

Invoices, payments, AR aging, and a real double-entry ledger. See the money sitting next to the customer.

Rare in any CRM

The full pipeline

Contacts, leads, deals, tasks, notes, and workflow automation. The CRM basics, done properly.

Shaped to your work

Custom objects, fields, and layouts. Model your actual business instead of forcing it into a template.

Safe by default

Encrypted, audit-logged, isolated per customer, with controls mapped to ISO 27001. Serious trust without an IT project.

Try it on your own data, free →
Who it's for

Built for every trade that runs on relationships.

Law firms, agencies, advisors, field crews — if your business grows one customer at a time, this is your system. We hardened it in healthcare first, where records must be spotless and private, so whatever your trade, the strict standard is the one you inherit.

Professional services

Law, accounting, consulting. Billable relationships and clean records, in one place.

Healthcare practices

Clinics and practices. Patient records kept spotless and private. A CRM, not an EHR.

Finance and insurance

Advisors, brokers, and agencies. Compliance-grade handling without the heavyweight tooling.

Agencies and studios

Clients, projects, retainers, and the money behind them. Stop juggling four apps.

Home and field services

Leads, jobs, and invoices. The ones you used to lose in texts and sticky notes.

Outgrowing spreadsheets

Any small team whose CRM is really a mess of tabs nobody trusts.

See your industry in detail →
How it compares

The honest comparison.

What's live today, and what's coming. We mark our own roadmap items as roadmap, because you'll find out anyway.

Capability GuardenerAI Salesforce HubSpot Zoho
AI scoped to your workspace, with an audit trail Available Not offered Not offered Not offered
AI safe to use on sensitive documents Available Partial Partial Not offered
AI built in, not a bolt-on add-on Available Partial Partial Partial
Built-in accounting (invoices, AR, ledger) Available Not offered Not offered Not offered
Data that cleans itself (validate, enrich, de-dupe) Available Partial Partial Partial
Custom objects, fields, and layouts Available Available Partial Available
Contacts, leads, pipeline, and tasks Available Available Available Available
Workflow automation Available Available Available Available
Dashboards and reports Available Available Available Available
Email sync and sequences Available Available Available Available
Live Partial Limited or add-on Roadmap In active development Not offered

GuardenerAI column verified in live code, August 2026. Competitor data from public sources, May 2026, and changes often. This is a snapshot, not legal or buying advice.

See the full comparison, competitor by competitor →
What changes

What a clean CRM gives you back.

Representative scenarios for the teams we built this for. Real customers, named, are coming as the first cohorts agree to be named.

Our CRM used to be a graveyard of duplicates. Now it tidies itself overnight, and I finally trust the numbers I'm looking at.
OA
Operations lead
14-person agency
The AI drafts the follow-ups I never had time for. I read them, approve, and they go. It felt like hiring a coordinator I couldn't afford.
FC
Founder
Consulting firm
Invoices and AR sit right next to the customer now. I stopped chasing payments in a separate app I kept forgetting to open.
SO
Owner
Services business

Scenarios are representative of the work GuardenerAI is built for, not quotes from named customers.

Do the math

Three tools, one bill. See what you keep.

A CRM, a separate AI tool, and bookkeeping software add up fast, and they add up again with every hire. Drag to your team size and watch the gap.

12 seats

A typical CRM (around $45), a separate AI tool (around $25), and bookkeeping software (around $20) are each billed per seat, every month. GuardenerAI is one flat price for the whole workspace, on the plan that team size would sit on. Competitor figures illustrative.

Your tools today$12,960
GuardenerAI Pro$1,200
You keep, every year
$11,760
Pricing

Simple plans. One price for the whole team.

One system instead of three subscriptions, and one bill instead of a per-seat licence you have to ration. Seats are unlimited on every plan: you pay only for what you use, not for how many people log in.

Free
Free
Prove it on your own records before you pay anything.

A starter allowance each month, sized for one person having a proper look.

  • The full CRM: contacts, leads, pipeline, tasks
  • Data that cleans itself: validate, enrich, de-dupe
  • Import your spreadsheet, export it whenever
  • Encryption, audit logging, and your own isolated space
Start free
Base
$50 /mo
A small team running its customers and its invoices in one place.

Enough monthly usage for a small team to work in it every day.

  • Everything in Free, for your whole team (unlimited seats)
  • Custom objects, fields, and layouts
  • Email sync, dashboards, and reports
  • Invoicing and AR beside the customer, set up with you at onboarding
Start free
Most popular Pro
$100 /mo
Teams leaning on the assistant daily, with the books to match.

Roughly two and a half times the Base allowance.

  • Everything in Base
  • Double-entry ledger and accounting, set up with you at onboarding
  • Workflow automation and agents
  • Default-deny roles and audit trail
Start free
Max
$200 /mo
High volume, heavy automation, and the support to keep up.

Five times the Base allowance.

  • Everything in Pro
  • Onboarding assistance: we set the workspace up with you
  • Priority support from the people building it
Start free

One price per workspace, not per seat (unlimited seats). See what's in each plan.

FAQ

Fair questions.

Is it a full CRM today?
Yes. Contacts, leads, pipeline, tasks, notes, workflow automation, custom objects and fields, import and export, reporting and dashboards, and email sync are all live now, and opportunities have a drag-and-drop kanban board alongside the table view.
How does the data stay clean?
Records validate, enrich, de-dupe, and merge automatically as they come in and over time. Your data gets cleaner without anyone babysitting it — no cleanup days, no data intern.
Can the AI work on my sensitive files?
Yes. Every assistant run is scoped to your own workspace, subject to the same roles and audit trail as the rest of your data, and your data isn't used to train outside models. If you handle regulated data, talk to us first so the right terms are agreed before it is onboarded.
Is this an EHR?
No. It's a CRM with the books built in. It sits beside your EHR or other tools and doesn't try to replace them.
What does it cost?
There is a free plan with no card. Paid plans are $50, $100, or $200 a month for your whole workspace, with unlimited seats, so adding people never adds to the bill. You pay only for what you use, and you can buy more usage whenever you need it.
Where does my data live?
In your own isolated, encrypted space, with an audit trail no one can quietly edit.
The harvest

Your customers deserve better than a messy CRM.

Invoices, payments, and a real ledger next to every relationship — and a database that stays clean on its own. Start free and see your first record cleaned in minutes.

Start free → Book a walkthrough
Free plan · No card · Your data stays yours.