Your pipeline, campaigns, meetings, contracts and invoices in one system, with an assistant that works from your records. Start with the CRM and grow into the rest.
Free plan, no card. Unlimited seats on every paid plan.
Leads, persons, companies, opportunities, tasks and cases, in tables and boards your team actually keeps up to date. Shape it around how you sell, not how a template thinks you should.
Leads that convert, persons, companies, opportunities with line items, tasks and support cases.
Add objects with text, number, date, select, checkbox, email, phone, URL and lookup fields.
Admins shape page layouts and saved list views, so everyone sees what matters first.
Import CSV files, export any list, and update records in bulk.
Ask GuardenerAI from any record: it starts from what you are looking at and looks up the rest. Save your team's best prompts as commands, build agents from the same tools the app uses, and teach them your own policies. It runs on Anthropic's Claude, inside each person's permissions.
Two clinics, wants online booking and invoicing in one place. Budget around $8k to $10k a year. Owner decides. No start date yet.
Checks a proposed discount against the discount policy. Inputs: discount, deal value.
On a person, company, lead, opportunity, task or invoice, it already knows what you are looking at.
Bulk changes run as a preview first, and it asks before it writes anything in bulk.
Dictate a question, mention a file with #, or attach a document for it to read.
On settings pages it switches to setup: ask how something is configured, or tell it what to change.
Start on the free plan with no card, or let us walk you through it on a call.
Write the rules once: what a valid record looks like, which fields fill themselves, what counts as a duplicate. GuardenerAI checks every person, company, lead and opportunity as it's saved, and workflows and action plans make sure the follow-up happens the same way every time.
Stop a bad email or a missing field before it is saved, with a message that says how to fix it.
Decision tables fill fields from data you hold. Likely duplicates wait in a queue for you to review and merge.
Chain an agent with the actions that follow, and run it from a chat command or the assistant.
Lay down the same sequence of tasks on a person, company or opportunity, with every due date worked out.
Turn a good routine into one your whole team runs. Workflows pair an agent with the actions that follow, started from a chat command or by the assistant. Action plans lay down the same sequence of tasks on any record, with every due date worked out for you.
Your segments come straight from the CRM, so there is no list to export and nothing to sync. Send email, SMS and WhatsApp from one place, build journeys that move each person along at their own pace, and see how every email performs.
Recency, frequency and value, scored from the activity you choose.
New colours, the same quiet quality. As a regular, you see it a week before everyone else.
SendGrid, Amazon SES, Mailgun, Postmark or SMTP for email. Twilio for SMS. Twilio or Meta for WhatsApp.
Build templates in the app and track Meta's approval before they go out.
Consent per channel and topic, unsubscribe links, suppressions, and a daily cap you set.
Delivered, opened, clicked, bounced and unsubscribed for every email campaign, on one overview.
Customers book a time you are really free, and the meeting lands in GuardenerAI and on your calendar, linked to the person when their email matches. When it is time to commit, send the agreement from the person’s record and get it signed on any device.
This agreement is between Northwind Studio and Sam Rivera, sent on October 6. It covers the website retainer set out in Schedule A.
Invoice the customer straight from your CRM and watch it settle; on the Max plan, email a card payment link with it. Every invoice and payment posts to a real double-entry ledger as it happens, so the accounts are ready when your accountant asks.
Draft, review, approve and issue. Credit notes and voids keep the history straight.
On the Max plan, email a Stripe payment link for any issued invoice. On every plan, record cash, check, ACH or wire by hand.
Chart of accounts, journal entries, recurring journals, fiscal periods and bank reconciliation.
Profit and loss, balance sheet, trial balance, tax summary, and AR and AP aging.
Every paid plan has unlimited seats, so everyone who works with your customers can be in it from day one.
An MCP server lets Claude and other agents search, create and update records and work your queues, with the same keys and the same permissions as your team. A REST API covers your records for everything else, and reads invoices and payments.
# connect once
claude mcp add guardenerai --transport http https://<your-org>.guardenerai.com/mcp \
--header "x-api-key: <your key>" \
--header "x-org-base-url: https://<your-org>.guardenerai.com"Pipeline, campaigns, meetings, contracts and the ledger in one system, with an assistant that already knows your customers. Start free and see your own customers in it today.
We use analytics cookies to see which pages help and which don't. No advertising cookies. How we use them