GuardenerAI CRM

The CRM for small businesses that plan on getting bigger.

GuardenerAI CRM is customer relationship management software for small and medium-sized businesses. It keeps leads, persons, companies, opportunities, tasks and support cases in one workspace, with a sales pipeline, custom objects, rules that keep records clean, and an AI assistant that works from the same data. It is the core of GuardenerAI, which adds marketing, meetings, e-signatures, invoicing and accounting around the same customers.

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What it is
Customer relationship management (CRM) software that runs in the browser.
Who it is for
Small and medium-sized businesses that sell on relationships: services firms, agencies, clinics, brokers and trades.
What is in it
Leads, persons, companies, opportunities with line items, tasks, cases, custom objects, dashboards and reports.
Price
A free plan with no card. Paid plans are $50, $100 or $200 a month per workspace, with unlimited users. See pricing.
CRM

Every customer, every deal, one clear picture.

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.

The whole cast

Leads that convert, persons, companies, opportunities with line items, tasks and support cases.

Your own objects

Add objects with text, number, date, select, checkbox, email, phone, URL and lookup fields.

Layouts and views

Admins shape page layouts and saved list views, so everyone sees what matters first.

Bring it all in

Import CSV files, export any list, and update records in bulk.

Start free → Bring your spreadsheet. Free, no card.
In detail

What the CRM does, feature by feature.

Everything on this page is in the product today. Nothing here is on a roadmap.

Records for the whole customer journey

Six core objects cover the path from first enquiry to a solved support case.

  • Leads move through New, Contacted, Qualified, Converted and Lost, and keep their campaign source. Converting one creates the person and, if you choose, the company and an opportunity at the stage you pick.
  • Persons and companies hold contact details, firmographics and billing details, with a Hot, Warm or Cold rating on companies and leads.
  • Opportunities carry value, probability, expected close date and a lost reason, plus line items from your price books, one-time or recurring, with MRR and ARR worked out.
  • Tasks have a type (Call, Email, Meeting, To-Do, Follow Up), a priority, an outcome and a built-in timer.
  • Cases track support work with a priority, type, origin and an automatic case number.

A pipeline the whole team trusts

The numbers on the board are the numbers in the records, because there is only one copy.

  • Table and board views for opportunities, tasks and cases. Drag a card to change its stage.
  • A Path bar on opportunities, leads and tasks shows where each one stands and moves it on in a click.
  • Default stages run from Prospect to Closed Won and Closed Lost. Rename them or add your own.
  • Closing a deal as lost asks why (price, competitor, no budget, no decision, timing), so the reasons can be reported on.
  • Every field change is kept with who made it and where it came from: a person, an import, an enrichment rule, a merge or the API.

Shaped like your business

Model the things you actually sell and deliver, not a template someone else picked.

  • Custom objects, with no cap on how many objects or fields you add.
  • Field types for text, number, date, date and time, select, multi-select, checkbox, email, phone, URL and lookup.
  • Validation on each field: lengths, patterns, number ranges, date ranges and how many options can be picked.
  • Page layouts and saved list views, set by an admin so everyone sees what matters first.
  • Starter templates for Field Services, Healthcare Providers, Insurance Broker, Nonprofit and Foundations, Professional Services, Real Estate, Recruiting and Staffing, and Retail and E-commerce. Everything a template adds stays editable.

Data that stays clean

Rules you write once are checked every time a record is saved.

  • Validation rules stop a record being saved until it meets your standard.
  • Enrichment rules fill fields from a decision table you write, for example a region from a state.
  • Duplicate rules flag or block a likely match on a person, company or lead, using exact, normalised, company-name or phone matching.
  • Flagged duplicates wait in a review queue. Merging lets you pick each field, and moves tasks, opportunities, files and email to the record you keep.
  • A nightly scan catches duplicates that arrived through an import.
More on rules and data quality in Automation →

Bring your spreadsheet. Leave with a pipeline.

Import a CSV, pick a template and have the team working in it the same day. Free, with no card.

Get started free → Book a walkthrough
And the rest

Everything around the work, already there.

Dashboards

Your own dashboard of KPI, trend, breakdown, funnel and agenda widgets.

Custom reports

Pick a source, filters, grouping and a chart, then save it for the whole team.

Email on the record

Send from the record through your own mailbox. Outlook and IMAP replies file themselves; Gmail replies arrive by BCC or forward.

Forms

Send a person a form to fill in through the customer portal.

Customer portal

A portal your customers sign in to.

Imports and migration

CSV import jobs, bulk jobs, and an assistant that helps map a migration.

Queues

Work shared lists of records and claim what you take on.

Roles and access

Admin, Member and Viewer roles, with every request denied unless a role allows it.

Three languages

The interface in English, Spanish and French.

Works with

Better with the rest of GuardenerAI.

CRM shares one set of records with every other module, so nothing is copied between apps and nothing falls out of sync.

Automation

Validation, enrichment and duplicate rules run on every save, and action plans lay down the same follow-up on any record.

See Automation →

AI

Ask about a record, update fields, convert a lead or run a bulk change from chat, with the same permissions you have.

See AI →

Invoices and accounting

Raise invoices to the companies and persons in your CRM, and see payments on the same record.

See Invoices and accounting →

CRM by industry

See every industry →

Further reading

Browse all guides and articles →
FAQ

Fair questions.

What is GuardenerAI CRM?
GuardenerAI CRM is customer relationship management software for small and medium-sized businesses. It keeps leads, persons, companies, opportunities, tasks and support cases in one workspace, with a sales pipeline, custom objects, rules that keep records clean, and an AI assistant that works from the same data. It is the core of GuardenerAI, which adds marketing, meetings, e-signatures, invoicing and accounting around the same customers.
Who is GuardenerAI CRM for?
Small and medium-sized businesses that win and keep customers through relationships: professional services firms, agencies and studios, clinics and practices, insurance brokers, real estate teams, recruiters and field services businesses. It suits a team of one as well as a team of fifty, because paid plans are priced per workspace rather than per user.
Can I customise it to how my business works?
Yes. Add custom objects and fields, set page layouts and list views, rename and add pipeline stages, or start from an industry starter template. Nothing a template adds is locked.
How do I bring my data across from a spreadsheet or another CRM?
Export what you have to CSV and import it with a field mapping step. Imports can update existing records by an external ID instead of creating copies, and each job gives you a results file row by row. An assistant helps map an older system’s fields onto yours, and our guide to switching CRM walks through the whole move.
How does it keep out duplicate records?
Duplicate rules check every new or edited person, company and lead, and either flag a likely match or block the save. Flagged pairs wait in a review queue, where you merge them field by field. A nightly scan also catches duplicates that came in through an import.
Does the CRM include email?
Yes. Connect your mailbox and send one-to-one email from a person, company or lead with your own templates. With Outlook, Microsoft 365 or any IMAP mailbox, replies that match a record are filed against it automatically. With Gmail, copy or forward mail to your personal capture address and it is filed the same way.
Is GuardenerAI CRM priced per user?
No. There is a free plan with no card, and paid plans are $50, $100 or $200 a month for the whole workspace with unlimited users, so adding a colleague never changes the bill.
Get started

Your customers deserve better than a messy CRM.

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.

Start free → Book a walkthrough
Free plan · No card · Paid plans from $50 a month for the whole team