# GuardenerAI

> GuardenerAI is a business platform for small and medium-sized companies: a CRM, an AI assistant, workflow automation, marketing by email, SMS and WhatsApp, meeting scheduling, e-signatures, and invoicing and accounting, in one system on one set of customer records. There is a free plan, and paid plans are one flat monthly price per workspace with unlimited users.

GuardenerAI is for businesses that win and keep customers through relationships: professional services firms, agencies and studios, clinics and practices, insurance brokers, real estate teams, recruiters, nonprofits and field services businesses. It is not an EHR and not a project-management tool.

## Product

- [GuardenerAI CRM](https://guardenerai.com/crm/): Leads, persons, companies, opportunities with line items, tasks and support cases, with a pipeline board, custom objects and fields, industry starter templates, one-to-one email from records, dashboards and reports.
- [GuardenerAI AI](https://guardenerai.com/ai-crm/): An AI assistant (Anthropic Claude) that answers from your records, creates and updates them under the permissions of the person asking, previews bulk changes, plus admin-authored slash commands, custom agents and custom tools used in workflows.
- [GuardenerAI Automation](https://guardenerai.com/workflow-automation/): Validation, enrichment (decision tables) and duplicate rules checked on every save, a duplicate review queue with field-by-field merge, workflows of agent and action steps started from a chat command, and action plans that lay down sequenced tasks.
- [GuardenerAI Marketing](https://guardenerai.com/marketing-automation/): Email, SMS and WhatsApp campaigns and journeys, dynamic segments with RFM scoring, an email designer, consent, topics and suppression handling, and delivery metrics.
- [GuardenerAI Meetings](https://guardenerai.com/meeting-scheduler/): Personal booking links with availability windows, buffers and notice periods, a public booking page with reschedule and cancel, and two-way Google and Microsoft calendar sync.
- [GuardenerAI Signatures](https://guardenerai.com/e-signatures/): E-signature requests sent from a person record using templates, signed by one customer signer with an optional countersigner, with a sealed PDF and a hashed evidence trail.
- [GuardenerAI Invoices and accounting](https://guardenerai.com/invoicing-and-accounting/): Invoices and credit notes, card payment links via Stripe on the Max plan, and an optional accounting module: payments, AR and AP aging, vendor bills, a double-entry general ledger, bank reconciliation and financial reports.

- [Developer API](https://guardenerai.com/developer-api/): REST over records, invoices and payments.
- [MCP server](https://guardenerai.com/developer-api/#mcp): Let Claude and other agents in.

## Pricing

- [Pricing](https://guardenerai.com/pricing/): Free, Base $50, Pro $100, Max $200 a month per workspace, unlimited users.

## Industries

- [All industries](https://guardenerai.com/solutions/)
- [The CRM for accounting firms](https://guardenerai.com/solutions/accounting-firms/): A CRM for accounting and bookkeeping firms: win clients, onboard them the same way every time, get engagement letters signed and bill your own fees.
- [The CRM for agencies and studios](https://guardenerai.com/solutions/agencies-and-studios/): A CRM for agencies and studios: pipeline, clients, retainers and invoicing in one system, with an AI assistant that keeps the follow-ups moving.
- [The CRM for farm and agricultural businesses](https://guardenerai.com/solutions/agriculture-and-farm-businesses/): A CRM for growers, farm suppliers and agri-services: buyers and growers, seasonal contracts, sales enquiries and invoices in one place.
- [The CRM for architecture and interior design studios](https://guardenerai.com/solutions/architecture-and-interior-design/): A CRM for architecture and interior design studios: enquiries, projects, fee proposals and client agreements in one place, with invoicing for each stage.
- [The CRM for car dealers and auto repair shops](https://guardenerai.com/solutions/automotive/): A CRM for independent dealers and repair shops: leads, customers, vehicles and service history in one place, with service reminders by email, SMS or WhatsApp.
- [The CRM for breweries, wineries and distilleries](https://guardenerai.com/solutions/breweries-wineries-and-distilleries/): A CRM for craft breweries, wineries and distilleries: trade accounts, distributors and club members in one place, with campaigns and invoices built in.
- [The CRM for childcare and early learning centres](https://guardenerai.com/solutions/childcare-and-early-learning/): A CRM for nurseries and childcare centres: family enquiries, tour bookings, enrolment agreements signed online and fee invoicing in one place.
- [The CRM for churches and faith communities](https://guardenerai.com/solutions/churches-and-faith-communities/): A CRM for churches and faith communities: members, visitors, volunteers and giving records in one place, with newsletters and follow-up that reach everyone.
- [The CRM for coaches](https://guardenerai.com/solutions/coaching/): A CRM for business, executive and life coaches: discovery calls, programmes as recurring revenue, coaching agreements, nurture emails and invoicing.
- [The CRM for construction companies and contractors](https://guardenerai.com/solutions/construction-and-contractors/): A CRM for builders, remodelers and specialist contractors: bids, projects, clients and invoices in one place, with contracts signed from the client record.
- [The CRM for consulting firms](https://guardenerai.com/solutions/consulting-firms/): A CRM for consulting firms: a pipeline of proposals, engagements as records, discovery calls booked online, statements of work signed, and fees invoiced.
- [The CRM for coworking spaces and venues](https://guardenerai.com/solutions/coworking-spaces-and-venues/): A CRM for coworking spaces and event venues: tours booked from a link, members and event enquiries in one pipeline, and agreements signed from the record.
- [The CRM for cybersecurity firms](https://guardenerai.com/solutions/cybersecurity-firms/): A CRM for cybersecurity consultancies and managed security providers: engagements, assessments and retainers in one place, with SOWs signed from the record.
- [The CRM for dental practices](https://guardenerai.com/solutions/dental-practices/): A CRM for dental practices: new-patient enquiries, referrals, treatment plans awaiting a yes, recalls and invoicing, beside your practice management system.
- [The CRM for training providers and private education](https://guardenerai.com/solutions/education-and-training/): A CRM for training providers, tutors and private schools: enquiries, students, courses and enrolments in one place, with fees invoiced and followed up.
- [The CRM for equipment rental companies](https://guardenerai.com/solutions/equipment-rental/): A CRM for plant, tool and event equipment hire: customer accounts, rental enquiries and signed rental agreements in one place. Not an availability system.
- [The CRM for event planners](https://guardenerai.com/solutions/event-planners/): A CRM for event and wedding planners: enquiries, events, suppliers and client contracts in one place, with deposits invoiced and tracked to payment.
- [The CRM for field service businesses](https://guardenerai.com/solutions/field-services/): A CRM for field service teams: work orders with service type, schedule and technician, field task types and outcomes, booking links and invoicing.
- [The CRM for financial advisors](https://guardenerai.com/solutions/financial-advisors/): A CRM for financial advisors and planners: households as records, review meetings booked online, client agreements signed and a referral pipeline you can see.
- [The CRM for fitness studios and gyms](https://guardenerai.com/solutions/fitness-studios-and-gyms/): A CRM for fitness studios, gyms and personal trainers: trial leads, intro sessions, memberships as recurring revenue, win-back campaigns and invoicing.
- [The CRM for franchise businesses](https://guardenerai.com/solutions/franchise-businesses/): A CRM for franchisors: franchise development pipeline, franchisee relationships and agreements in one place, with onboarding steps that happen every time.
- [The CRM for funeral homes](https://guardenerai.com/solutions/funeral-homes/): A CRM for funeral homes: families, arrangements and pre-need plans in one place, with agreements signed on any device and every step followed through.
- [The CRM for healthcare practices](https://guardenerai.com/solutions/healthcare-practices/): A CRM for clinics and private practices: enquiries, referrals and recalls in one place, an AI assistant in your workspace, and billing beside it. Not an EHR.
- [The CRM for home services businesses](https://guardenerai.com/solutions/home-services/): A CRM for HVAC, plumbing, electrical, cleaning and landscaping businesses: every job, customer and invoice in one place, with follow-ups that bring them back.
- [The CRM for independent hotels and guesthouses](https://guardenerai.com/solutions/hotels-and-guesthouses/): A CRM for independent hotels: group and corporate enquiries, contracts signed online, deposit invoices and direct guest marketing, beside your PMS.
- [The CRM for insurance brokers](https://guardenerai.com/solutions/insurance-brokers/): A CRM for insurance brokers: policies with carrier, line of business, premium and renewal date, a renewals view, and outreach by email, SMS or WhatsApp.
- [The CRM for IT services firms and MSPs](https://guardenerai.com/solutions/it-services-and-msps/): A CRM for IT services firms and MSPs: managed-service deals with recurring revenue, support cases in shared queues, service contracts and invoicing.
- [The CRM for law firms](https://guardenerai.com/solutions/law-firms/): A CRM for law firms: intake as leads, a conflict-check stage, matters as records, engagement letters signed online, and invoicing beside the client.
- [The CRM for logistics and freight companies](https://guardenerai.com/solutions/logistics-and-freight/): A CRM for freight brokers, forwarders and couriers: shipper accounts, lanes and rate requests, carriers and contracts in one place. Not a TMS.
- [The CRM for manufacturers and wholesalers](https://guardenerai.com/solutions/manufacturing-and-wholesale/): A CRM for small manufacturers and wholesale distributors: accounts, buyers, deals with line items from your price books, and invoices in one system.
- [The CRM for medical aesthetics clinics and medspas](https://guardenerai.com/solutions/medical-aesthetics-and-medspas/): A CRM for aesthetics clinics and medspas: consultation bookings, consent forms signed online, rebooking campaigns and client history in one place.
- [The CRM for associations, clubs and chambers](https://guardenerai.com/solutions/membership-organizations/): A CRM for associations, clubs and chambers of commerce: members, renewals and sponsors in one place, with newsletters and renewal campaigns sent from it.
- [The CRM for mortgage brokers](https://guardenerai.com/solutions/mortgage-brokers/): A CRM for mortgage brokers: leads from every source, loan applications as records, document chasing as tasks and past clients brought back for remortgages.
- [The CRM for moving and storage companies](https://guardenerai.com/solutions/moving-and-storage/): A CRM for removals and storage firms: enquiries, surveys, moves and storage customers in one place, with booking links, signed agreements and invoices.
- [The CRM for nonprofits](https://guardenerai.com/solutions/nonprofits/): A CRM for nonprofits: donors with giving history and donor level, grants with funder, amounts and report dates, and appeals by email, SMS or WhatsApp.
- [The CRM for pet services businesses](https://guardenerai.com/solutions/pet-services/): A CRM for groomers, walkers, trainers and boarding: owners and pets in one place, booking links, signed service agreements and rebooking reminders.
- [The CRM for photographers and videographers](https://guardenerai.com/solutions/photographers-and-videographers/): A CRM for photographers and videographers: enquiries, discovery calls, contracts signed online, deposit invoices and past-client campaigns in one place.
- [The CRM for physiotherapy and chiropractic clinics](https://guardenerai.com/solutions/physiotherapy-and-chiropractic/): A CRM for physio and chiropractic clinics: enquiries, referrals, booking links and recall campaigns in one place, beside your clinical system. Not an EHR.
- [The CRM for print and signage businesses](https://guardenerai.com/solutions/printing-and-signage/): A CRM for print shops and sign makers: trade and business customers, job enquiries, artwork approvals and invoices in one place.
- [The CRM for professional services firms](https://guardenerai.com/solutions/professional-services/): A CRM for law, accounting and consulting firms: client records, matters and engagement letters shaped your way, an AI assistant, and invoicing built in.
- [The CRM for property management companies](https://guardenerai.com/solutions/property-management/): A CRM for property managers: owners, tenants, properties and maintenance requests in one place, with leases signed and rent invoiced from the same system.
- [The CRM for real estate agents](https://guardenerai.com/solutions/real-estate/): A CRM for real estate teams: listings with MLS number, status, price and size, a showing-to-closing transaction pipeline, booking links and e-signatures.
- [The CRM for recruiting and staffing agencies](https://guardenerai.com/solutions/recruiting-and-staffing/): A CRM for recruiters: client requisitions with seniority and salary band, candidate details on people, a screening-to-offer placement pipeline, and invoicing.
- [The CRM for restaurants and caterers](https://guardenerai.com/solutions/restaurants-and-catering/): A CRM for restaurants and caterers: private dining and catering enquiries, event agreements signed online, deposits invoiced and guest marketing.
- [The CRM for retail and e-commerce brands](https://guardenerai.com/solutions/retail-and-ecommerce/): A CRM for shops and online brands: loyalty tier and lifetime spend on every customer, store sync, and email, SMS and WhatsApp campaigns to bring them back.
- [The CRM for SaaS and B2B startups](https://guardenerai.com/solutions/saas-and-b2b-startups/): A CRM for SaaS and B2B startups: leads with UTM attribution, a pipeline with MRR and ARR, demos booked online, onboarding journeys and an open API.
- [The CRM for salons and spas](https://guardenerai.com/solutions/salons-and-spas/): A CRM for salons, spas and beauty studios: client records, rebooking reminders, consultations, packages and win-back campaigns by SMS, WhatsApp and email.
- [The CRM for security and alarm companies](https://guardenerai.com/solutions/security-and-alarm-companies/): A CRM for alarm, CCTV and access control installers: surveys, installs and service visits, monitoring contracts and invoices in one place.
- [The CRM for solar installers](https://guardenerai.com/solutions/solar-installers/): A CRM for solar and battery installers: leads to site surveys to signed contracts to installs, with install records, booking links and invoices in one place.
- [The CRM for therapy and counselling practices](https://guardenerai.com/solutions/therapy-and-counselling/): A CRM for therapists and counselling practices: enquiries, intake calls, referral partners, agreements and invoices, kept apart from clinical notes.
- [The CRM for travel agencies](https://guardenerai.com/solutions/travel-agencies/): A CRM for travel agencies and tour operators: enquiries, travellers and trips in one place, with trip proposals followed up and repeat bookings encouraged.
- [The CRM for veterinary clinics](https://guardenerai.com/solutions/veterinary-clinics/): A CRM for veterinary clinics: owners and their pets, vaccination and check-up reminders, wellness plans and invoicing, beside your practice software.

## Industry deep dives

- [E-signatures for accounting firms](https://guardenerai.com/solutions/accounting-firms/e-signatures/): Accounting firms use GuardenerAI Signatures to send engagement letters for annual accounts, tax returns and advisory work from the client's record, collect the client's signature on any device, and have a partner countersign before the sealed PDF is filed.
- [E-signatures for agencies and studios](https://guardenerai.com/solutions/agencies-and-studios/e-signatures/): Agencies and studios use GuardenerAI Signatures to send statements of work and retainer agreements from the client contact's record, get them signed on any device, countersign them in the app, and file a sealed PDF beside the client.
- [Discovery call booking for coaches](https://guardenerai.com/solutions/coaching/meeting-scheduler/): Coaches use GuardenerAI Meetings to let prospects book discovery calls from a booking link that only offers their free time, synced with Google or Microsoft calendars, and to follow up each call from the same CRM that holds the lead and the programme.
- [Invoicing and accounting for consulting firms](https://guardenerai.com/solutions/consulting-firms/invoicing-and-accounting/): Consulting firms use GuardenerAI Invoices and accounting to invoice project fees and retainers from the same system that holds the client and the engagement, take card payments by Stripe link on the Max plan, and keep a double-entry ledger with financial reports once accounting is switched on.
- [New-patient consultation booking for dental practices](https://guardenerai.com/solutions/dental-practices/meeting-scheduler/): Dental practices use GuardenerAI Meetings to let prospective patients book treatment consultations, such as implant or aligner assessments, from a booking link that only offers a clinician's or treatment coordinator's free time, alongside the practice management system that runs the chair.
- [Automation for field service businesses](https://guardenerai.com/solutions/field-services/workflow-automation/): Field service businesses use GuardenerAI Automation to lay down the same follow-up tasks after every job with action plans, keep customer and site contact records clean with validation and duplicate rules, and run routine steps from a chat command with workflows.
- [Patient marketing for healthcare practices](https://guardenerai.com/solutions/healthcare-practices/marketing-automation/): Healthcare practices use GuardenerAI Marketing to welcome new enquiries, send practice news and reminder campaigns, and invite lapsed patients back by email, SMS or WhatsApp, with consent per channel and topic and suppressions handled, alongside their clinical system.
- [Renewal follow-up automation for insurance brokers](https://guardenerai.com/solutions/insurance-brokers/workflow-automation/): Insurance brokers use GuardenerAI Automation to lay down each renewal's follow-up as dated tasks with action plans, keep policyholder records clean with validation and duplicate rules, and work renewals from the Upcoming renewals view that the Insurance Broker template sorts by renewal date.
- [Invoicing and accounting for law firms](https://guardenerai.com/solutions/law-firms/invoicing-and-accounting/): Law firms use GuardenerAI Invoices and accounting to invoice clients from the same system that holds their matters, review invoices before they are issued, take card payments through a Stripe payment link on the Max plan, and see receivables and a double-entry ledger beside the client once accounting is switched on.
- [E-signatures for law firms](https://guardenerai.com/solutions/law-firms/e-signatures/): Law firms use GuardenerAI Signatures to send engagement letters from the client's record, have the client sign on any device, route the countersignature to a partner or a queue, and keep a sealed PDF with a full evidence trail on file.
- [Donor email and SMS marketing for nonprofits](https://guardenerai.com/solutions/nonprofits/marketing-automation/): Nonprofits use GuardenerAI Marketing to send newsletters, appeals and welcome journeys to donors and supporters by email, SMS or WhatsApp, with consent and unsubscribes handled, from the same CRM that holds every donor, funder and grant.
- [Booking links for real estate agents](https://guardenerai.com/solutions/real-estate/meeting-scheduler/): Real estate agents use GuardenerAI Meetings to share booking links for showings, valuations and buyer consultations that only offer the times they are free, synced with their Google or Microsoft calendar and recorded in the same CRM as the listing.
- [Interview scheduling for recruiters](https://guardenerai.com/solutions/recruiting-and-staffing/meeting-scheduler/): Recruiting and staffing firms use GuardenerAI Meetings to let candidates book screening calls and interviews from booking links that only offer the recruiter's free time, synced with Google or Microsoft calendars and kept in the same CRM as the candidate and the requisition.
- [Email, SMS and WhatsApp marketing for retailers](https://guardenerai.com/solutions/retail-and-ecommerce/marketing-automation/): Retailers and online shops use GuardenerAI Marketing to send email, SMS and WhatsApp campaigns and welcome journeys to customers synced from their store or imported by CSV, with consent, unsubscribes and suppressions handled, from the same CRM that holds every customer.

## Integrations

- [All integrations](https://guardenerai.com/integrations/)
- [Amazon SES](https://guardenerai.com/integrations/amazon-ses/): GuardenerAI connects to Amazon SES to deliver your email campaigns and journey messages through your own Amazon SES account, while consent, unsubscribes and suppressions are handled in GuardenerAI before anything is handed over.
- [Any mailbox (IMAP and SMTP)](https://guardenerai.com/integrations/imap-smtp/): GuardenerAI connects to any mailbox that offers IMAP and SMTP, so teams on other email providers can send one-to-one email from their records and capture the replies, filed against the right person, company or lead.
- [BigCommerce](https://guardenerai.com/integrations/bigcommerce/): GuardenerAI connects to BigCommerce to bring your store’s customers into the CRM as persons, with their contact details and email marketing consent, so you can segment them and reach them with email, SMS and WhatsApp campaigns.
- [Claude and MCP agents](https://guardenerai.com/integrations/claude-mcp/): GuardenerAI runs an MCP server, so Claude and other AI agents that speak the Model Context Protocol can search, create and update your CRM records and work your queues, using an API key with the same permissions as a member of your team.
- [Gmail and Google Workspace](https://guardenerai.com/integrations/gmail/): GuardenerAI connects to Gmail and Google Workspace with Google sign-in, so you can send one-to-one email from a person, company or lead through your own Google mailbox and keep a copy of what you sent on the record.
- [Google Calendar](https://guardenerai.com/integrations/google-calendar/): GuardenerAI connects to Google Calendar to put the meetings you create in GuardenerAI on your calendar, bring changes back, and keep your own busy time off your booking links, so customers can only book times you are actually free.
- [Mailgun](https://guardenerai.com/integrations/mailgun/): GuardenerAI connects to Mailgun to deliver your email campaigns and journey messages through your own Mailgun account, while consent, unsubscribes and suppressions are handled in GuardenerAI before anything is handed over.
- [Outlook and Microsoft 365](https://guardenerai.com/integrations/outlook/): GuardenerAI connects to Outlook and Microsoft 365 with Microsoft sign-in to send one-to-one email from your records and to capture incoming mail, filing each message against the person, company or lead it belongs to.
- [Outlook Calendar](https://guardenerai.com/integrations/microsoft-calendar/): GuardenerAI connects to Outlook Calendar in Microsoft 365 to put the meetings you create in GuardenerAI on your calendar, bring changes back, and remove your busy time from your booking links.
- [Postmark](https://guardenerai.com/integrations/postmark/): GuardenerAI connects to Postmark to deliver your email campaigns and journey messages through your own Postmark account, while consent, unsubscribes and suppressions are handled in GuardenerAI before anything is handed over.
- [SendGrid](https://guardenerai.com/integrations/sendgrid/): GuardenerAI connects to SendGrid to deliver your email campaigns and journey messages through your own SendGrid account, while consent, unsubscribes and suppressions are handled in GuardenerAI before anything is handed over.
- [Shopify](https://guardenerai.com/integrations/shopify/): GuardenerAI connects to Shopify to bring your store’s customers into the CRM as persons, with their contact details and email marketing consent, so you can segment them and reach them with email, SMS and WhatsApp campaigns.
- [SMTP](https://guardenerai.com/integrations/smtp-relay/): GuardenerAI connects to SMTP to deliver your email campaigns and journey messages through your own SMTP account, while consent, unsubscribes and suppressions are handled in GuardenerAI before anything is handed over.
- [Squarespace](https://guardenerai.com/integrations/squarespace/): GuardenerAI connects to Squarespace to bring your store’s customers into the CRM as persons, with their contact details and email marketing consent, so you can segment them and reach them with email, SMS and WhatsApp campaigns.
- [Stripe](https://guardenerai.com/integrations/stripe/): On the Max plan, GuardenerAI connects to your own Stripe account so you can email a card payment link for any issued invoice; when the customer pays, the payment is recorded against the invoice and posted to your ledger automatically.
- [Twilio](https://guardenerai.com/integrations/twilio/): GuardenerAI connects to your own Twilio account to send SMS and WhatsApp messages in campaigns and journeys, to segments built from your CRM, with consent and suppressions checked before every send.
- [WhatsApp Business](https://guardenerai.com/integrations/whatsapp/): GuardenerAI connects to the WhatsApp Business Platform, directly through Meta’s WhatsApp Cloud API or through Twilio, to send WhatsApp campaigns and journey messages to people who have opted in, using approved message templates.
- [WooCommerce](https://guardenerai.com/integrations/woocommerce/): GuardenerAI connects to WooCommerce to bring your store’s customers into the CRM as persons, with their contact details and email marketing consent, so you can segment them and reach them with email, SMS and WhatsApp campaigns.

## Connect other tools with the API (not native integrations)

- [Connect Make to GuardenerAI with the API](https://guardenerai.com/integrations/make/): Make can send leads from any app it connects to into GuardenerAI through the public API. GuardenerAI has no app in Make, so this is a connection you build yourself with Make’s HTTP app: the scenario looks the person up by email, then a Router creates a new lead or updates the one it found.
- [Connect n8n to GuardenerAI with the API](https://guardenerai.com/integrations/n8n/): n8n can send leads from any source it handles into GuardenerAI through the public API. GuardenerAI has no n8n node, so this is a connection you build yourself with the HTTP Request node: the workflow looks the person up by email, then an If node creates a new lead or updates the one it found.
- [Connect Zapier to GuardenerAI with the API](https://guardenerai.com/integrations/zapier/): Zapier can send leads from any app it supports into GuardenerAI through the public API. GuardenerAI has no app in Zapier, so this is a connection you build yourself with Webhooks by Zapier: the Zap looks the person up by email, then creates a new lead or updates the one it found.
- [Send Typeform responses to GuardenerAI](https://guardenerai.com/integrations/typeform/): Typeform responses can become leads in GuardenerAI through the public API, with one step in between. This is a connection you build, not a native integration, and Typeform webhooks cannot add a custom header, so they cannot send your API key themselves. Route each response through Zapier, Make, n8n or a small function of your own, which searches GuardenerAI by email and then creates or updates the lead.
- [Send WordPress form leads to GuardenerAI](https://guardenerai.com/integrations/wordpress/): WordPress form entries can land in GuardenerAI as leads through the public API. This is a connection you build yourself, not a native integration, and there is no GuardenerAI WordPress plugin: a webhook add-on for your form plugin posts each entry to your workspace with a write key in the request header.
- [Get Facebook Lead Ads into GuardenerAI](https://guardenerai.com/integrations/facebook-lead-ads/): Leads from Facebook Lead Ads can reach GuardenerAI in three ways, and none of them is a native integration: export a CSV from Meta and import it, let an automation tool such as Zapier or Make pick up each new lead and send it to the GuardenerAI API, or write your own code against Meta’s Graph API. Meta keeps leads available for 90 days, so whichever you choose, run it well inside that window.
- [Send Google Sheets rows to GuardenerAI](https://guardenerai.com/integrations/google-sheets/): Rows in a Google Sheet can become leads in GuardenerAI through the public API. This is a connection you build with a short Apps Script, not a native integration: the script runs on a timer, sends every row not yet marked as sent, finds the lead by email, creates or updates it, and writes the lead’s id back to the sheet.
- [Connect any tool to GuardenerAI with the API](https://guardenerai.com/integrations/connect-any-tool/): Any tool that can send an HTTP request can put leads and contacts into GuardenerAI. This is a connection you build with the public API, not a native integration: create a key with Read and write scope, search for the person by email, then create a new lead or update the one you found.

## Learn

- [All terms](https://guardenerai.com/learn/)
- [What are custom objects in a CRM?](https://guardenerai.com/learn/what-are-custom-objects/): A custom object is a record type you add to a CRM yourself, alongside the built-in ones such as contacts, companies and deals. It has its own fields and list views, and it links to your other records. Businesses use custom objects to track the things they actually work with, such as properties, legal matters, vehicles, policies or projects.
- [What is a booking link?](https://guardenerai.com/learn/what-is-a-booking-link/): A booking link is a personal web address that lets someone schedule a meeting with you by choosing from your available times. It reads your working hours and connected calendar, hides times you are busy, and creates the meeting when the guest confirms, so nobody has to trade emails to find a slot.
- [What is a countersignature?](https://guardenerai.com/learn/what-is-a-countersignature/): A countersignature is a second signature added to a document that someone else has already signed, usually by a person on the other side of the agreement or by someone authorising it. In business it typically means the company signs after the customer, confirming it accepts the agreement and making the document complete.
- [What is a credit note?](https://guardenerai.com/learn/what-is-a-credit-note/): A credit note is a document a business issues to a customer to reduce or cancel an amount previously invoiced, for example after a return, an overcharge or a discount agreed later. It references the original invoice, lowers what the customer owes, and is recorded in the books as a reversal of the original sale.
- [What is a CRM?](https://guardenerai.com/learn/what-is-a-crm/): A CRM, or customer relationship management system, is software that keeps a business's customers, contacts, conversations and sales opportunities in one shared place. It records who each customer is, what has happened with them and what should happen next, so a whole team can sell, serve and follow up from the same up-to-date information instead of scattered inboxes and spreadsheets.
- [What is a customer journey in marketing automation?](https://guardenerai.com/learn/what-is-a-customer-journey/): In marketing automation, a customer journey is a planned sequence of steps that each person moves through at their own pace. It starts when someone qualifies, then sends messages, waits, and branches on conditions such as consent or segment membership, until the person reaches a goal or exits.
- [What is a duplicate rule?](https://guardenerai.com/learn/what-is-a-duplicate-rule/): A duplicate rule is a setting in a CRM that defines when two records count as the same customer, for example a matching email address or phone number, and what happens when a new or edited record matches an existing one. Typically the rule either flags the possible duplicate for review or blocks the save outright.
- [What is a payment link?](https://guardenerai.com/learn/what-is-a-payment-link/): A payment link is a secure web address that takes a customer to a hosted checkout page where they can pay a specific amount, usually by card. Businesses send it by email or message, often alongside an invoice, so customers can pay immediately without bank details, a portal login or a phone call.
- [What is a sales pipeline?](https://guardenerai.com/learn/what-is-a-sales-pipeline/): A sales pipeline is a visual view of every open deal a business is working on, grouped by the stage each one has reached, from first conversation to won or lost. Each deal carries a value and an expected close date, so the pipeline shows how much revenue is in play, where deals are getting stuck, and what is likely to close soon.
- [What is a validation rule?](https://guardenerai.com/learn/what-is-a-validation-rule/): A validation rule is a check a CRM runs when someone saves a record. If the record breaks the rule, for example an email address with no domain or a deal moved to a late stage without a close date, the save is refused and the user sees a message explaining what to fix. Validation rules keep bad data out at the point of entry.
- [What is a sales action plan?](https://guardenerai.com/learn/what-is-an-action-plan/): A sales action plan is a reusable sequence of tasks for a repeatable piece of work, such as onboarding a new customer, chasing a proposal or preparing a renewal. Each task has a subject, a priority and a timing relative to the start of the plan or to an earlier task. Applying the plan to a record creates every task at once, with due dates calculated automatically.
- [What is an AI CRM?](https://guardenerai.com/learn/what-is-an-ai-crm/): An AI CRM is a customer relationship management system with an AI assistant built in. Instead of only clicking through screens, users can ask questions about their customers and deals in plain language and have the assistant carry out work, such as updating records, creating tasks or drafting messages, using the data already held in the CRM and the user's own permissions.
- [What is an audit trail for e-signatures?](https://guardenerai.com/learn/what-is-an-audit-trail/): An e-signature audit trail is a time-stamped record of everything that happened to a document during signing, such as when it was sent, opened, signed and completed, along with technical details like IP addresses and a fingerprint of the document. It provides evidence of who signed what, and when, if the signature is ever questioned.
- [What is an electronic signature?](https://guardenerai.com/learn/what-is-an-electronic-signature/): An electronic signature is any electronic way of showing that a person agrees to a document, such as typing a name, drawing a signature on screen or ticking an acceptance box. Reliable e-signature tools also record consent, who signed and when, and protect the finished document so later changes can be detected.
- [What is RFM segmentation?](https://guardenerai.com/learn/what-is-an-rfm-segment/): RFM segmentation groups customers by three measures of buying behaviour: recency (how recently they bought), frequency (how often they buy) and monetary value (how much they spend). Each customer gets a score on each measure, and the combined scores place them in groups such as loyal customers, new customers or customers at risk of leaving.
- [What is an accounts receivable aging report?](https://guardenerai.com/learn/what-is-ar-aging/): An accounts receivable (AR) aging report lists the money customers owe a business, grouped by how long each invoice has been outstanding, typically current, 1 to 30 days overdue, 31 to 60, 61 to 90 and over 90 days. It shows at a glance which customers to chase first and how much cash is tied up in late payments.
- [What is bank reconciliation?](https://guardenerai.com/learn/what-is-bank-reconciliation/): Bank reconciliation is the process of comparing the transactions recorded in a business's books with those on its bank statement for the same period, and explaining or correcting every difference. When it is done, the bank balance in the books matches the bank, which confirms that payments, receipts and fees have all been recorded correctly.
- [What is CRM data hygiene?](https://guardenerai.com/learn/what-is-crm-data-hygiene/): CRM data hygiene is the practice of keeping customer records accurate, complete, consistent and free of duplicates. It combines rules that stop bad data being saved, routines that fill in or correct missing details, and regular reviews that find and merge duplicate records, so the people using the CRM can trust what they see.
- [What is data enrichment in a CRM?](https://guardenerai.com/learn/what-is-data-enrichment/): Data enrichment is the process of adding or completing information on CRM records automatically. It can be rule-based, where values are derived from data you already hold, such as a sales region from a state, or provider-based, where details like company size or industry are bought from an outside data source and matched to your records.
- [What is double-entry accounting?](https://guardenerai.com/learn/what-is-double-entry-accounting/): Double-entry accounting is a bookkeeping method in which every transaction is recorded in at least two accounts, with equal debits and credits. Because the totals always match, the books stay in balance, errors are easier to find, and the business can produce reliable reports such as a profit and loss statement and a balance sheet.
- [What is email deliverability?](https://guardenerai.com/learn/what-is-email-deliverability/): Email deliverability is the ability of an email to reach the recipient's inbox rather than being rejected, filtered as spam or lost. It depends on the sender's reputation, proper domain authentication such as SPF, DKIM and DMARC, list quality, and how recipients respond, including bounces, complaints and unsubscribes.
- [What is lead qualification?](https://guardenerai.com/learn/what-is-lead-qualification/): Lead qualification is the process of deciding whether a new enquiry is likely to become a customer, so a sales team spends its time on the right people. It checks a lead against criteria such as need, budget, authority to buy and timing, and ends with a clear outcome: qualify the lead and open a deal, keep nurturing it, or mark it lost.
- [What is marketing automation?](https://guardenerai.com/learn/what-is-marketing-automation/): Marketing automation is software that sends marketing messages by rules instead of by hand. You define who should get a message, what it says and when it goes, and the system sends it by email, SMS or messaging apps as people qualify, while tracking delivery, opens, clicks and unsubscribes.
- [What is MCP (Model Context Protocol)?](https://guardenerai.com/learn/what-is-mcp/): The Model Context Protocol (MCP) is an open standard, introduced by Anthropic in 2024, that lets AI applications connect to outside tools and data sources in a consistent way. An MCP server exposes a set of tools, such as searching or updating records, and any compatible AI client, such as Claude, can discover and call them with the user's permission.
- [What is opt-in consent for marketing messages?](https://guardenerai.com/learn/what-is-opt-in-consent/): Opt-in consent means a person has actively agreed to receive marketing messages before any are sent, for example by ticking an unticked box or replying yes. Under an opt-out approach, messages are sent until the person asks to stop. Many countries require opt-in for some channels, and consent is usually recorded per channel and topic.
- [What is revenue recognition?](https://guardenerai.com/learn/what-is-revenue-recognition/): Revenue recognition is the accounting principle that decides when income is recorded: when it is earned by delivering the goods or services, not simply when an invoice is sent or cash arrives. For example, a twelve-month contract paid upfront is recognised gradually over the twelve months as the service is delivered.
- [What is WhatsApp business messaging?](https://guardenerai.com/learn/what-is-whatsapp-business-messaging/): WhatsApp business messaging is the use of WhatsApp by a company to send and receive messages with customers through the WhatsApp Business Platform, usually via a provider such as Meta or Twilio. Messages a business starts must generally use pre-approved templates, and customers must have agreed to receive them.
- [What is workflow automation?](https://guardenerai.com/learn/what-is-workflow-automation/): Workflow automation is the use of software to carry out a repeated sequence of business steps with little or no manual effort, such as qualifying a new lead, creating follow-up tasks or updating records. A workflow is started by a trigger, either a person, a schedule or an event in another system, and then runs its steps in order, the same way every time.

## Resources

- [All resources](https://guardenerai.com/resources/) ([RSS](https://guardenerai.com/rss.xml))
- [Your champion changed jobs: how to turn it into your next deal](https://guardenerai.com/resources/articles/champion-changed-jobs-buying-signal/): When your champion leaves, you get two signals: a risk at the old account and an opening at their new company. A 30-day playbook for both.
- [How many times should you follow up before you stop?](https://guardenerai.com/resources/articles/how-many-times-to-follow-up/): For a warm enquiry, plan about four or five tries over two weeks, then send a polite last message and stop. Here's why the famous stat won't help.
- [What to say in the first reply to a new enquiry, with examples](https://guardenerai.com/resources/articles/what-to-say-in-a-first-reply/): A good first reply shows you read the enquiry, answers what it can, asks one useful question and offers one next step. Examples you can adapt.
- [Who can you email, text or WhatsApp? Marketing consent rules by country](https://guardenerai.com/resources/articles/marketing-consent-rules-by-country/): What email, SMS and WhatsApp marketing needs in the US, Canada, UK, EU and Australia, in one sourced table you can download, last verified 28 Oct 2026.
- [Email, SMS or WhatsApp for appointment reminders?](https://guardenerai.com/resources/articles/appointment-reminders-email-sms-whatsapp/): Confirm a booking by email, then send the reminder by SMS or WhatsApp the day before. What the research says, what to write, and when to send it.
- [Missed calls are leads too: logging them so nobody forgets](https://guardenerai.com/resources/articles/missed-calls-are-leads/): A missed call is an enquiry. Log it within the hour, give it one owner and a call-back time, and try a second channel if nobody picks up.
- [Who owns a lead? Shared queues for small teams](https://guardenerai.com/resources/articles/who-owns-a-lead-shared-queues/): One named person owns every lead from the moment it is worked. A shared queue holds the rest until someone claims it. Here is how to set that up.
- [CRM for agentic revenue: a small business guide to growing with AI](https://guardenerai.com/resources/guides/crm-for-agentic-revenue/): How a small team turns clean customer records, an AI assistant, and automated routines into revenue growth, with practical workflows in GuardenerAI.
- [The small business GTM stack in 2026: one record, AI on top](https://guardenerai.com/resources/articles/small-business-gtm-stack-2026/): The 2021 stack was a tool per job joined by CSV exports. Here is the 2026 go-to-market stack for a small team, layer by layer, and where a specialist still fits.
- [AI changed marketing. Here is what that means for a small business](https://guardenerai.com/resources/articles/how-ai-changed-marketing-for-small-businesses/): Writing is cheap now and attention is not. Small teams win with AI by remembering every customer and sending the right next message, with a person still deciding.
- [How fast should a small business reply to an enquiry?](https://guardenerai.com/resources/articles/how-fast-should-you-reply-to-an-enquiry/): Within the hour, during opening hours, by a real person. Here is the research behind that, realistic targets per channel and a routine that keeps them.
- [How to win back lapsed customers: a step-by-step for small teams](https://guardenerai.com/resources/articles/win-back-lapsed-customers/): Find customers who have gone quiet with RFM, send one personal message and one reason to return, then stop. A practical win-back process for small teams.
- [The follow-through gap: why small businesses lose customers after the first reply](https://guardenerai.com/resources/articles/the-follow-through-gap/): The follow-through gap is the distance between what a business promises and what it does. Why it decides who wins when AI makes outreach free, and how to close it.
- [One platform or separate tools? How a small business should decide](https://guardenerai.com/resources/articles/all-in-one-vs-separate-tools/): All-in-one business software or the best tool for each job? The real trade-offs for a small team, when each wins, and a checklist to decide.
- [Do you need a CRM yet? Signs a small business has outgrown spreadsheets](https://guardenerai.com/resources/articles/do-you-need-a-crm-yet/): A plain checklist for knowing when a spreadsheet stops being enough, when it is still fine, and how to start with a CRM without a big project.
- [Free CRM vs paid: what you actually get, and when free stops working](https://guardenerai.com/resources/articles/free-crm-vs-paid/): What free CRM plans usually include, the common ways they run out as a small business grows, and a checklist for judging any free plan.
- [Setting up a CRM in your first week: a day-by-day plan for a small team](https://guardenerai.com/resources/articles/setting-up-a-crm-first-week/): A day-by-day plan for a small team's first week in a new CRM: what to track, a clean import, pipeline stages, data rules, one follow-up and a first report.
- [What to automate first in a small business, and what to leave manual](https://guardenerai.com/resources/articles/what-to-automate-first-small-business/): Automate frequent jobs where a slip is cheap: data checks, follow-ups, booking and reporting. Keep judgment calls human. A simple way to score your list.
- [AI in your CRM: a practical playbook for small teams](https://guardenerai.com/resources/guides/ai-in-your-crm-playbook/): Where an AI assistant saves a small team real time, copy-ready prompts by job, how to build team commands and agents, guardrails, and a 30-day rollout plan.
- [The small-business CRM buying guide 2026](https://guardenerai.com/resources/guides/crm-buying-guide-2026/): How to choose a CRM for a small team: a weighted scorecard, the questions to ask every vendor, a three-year cost worksheet and a two-week trial plan.
- [The invoice-to-cash playbook: get paid faster](https://guardenerai.com/resources/guides/invoice-to-cash-playbook/): Payment terms that get paid, invoices nobody queries, a reminder cadence with ready-to-send emails, and a weekly routine that stops money owed going quiet.
- [The speed-to-lead follow-up playbook](https://guardenerai.com/resources/guides/speed-to-lead-playbook/): Answer every enquiry fast and follow up without being a nuisance: response targets, a first-call script, a 14-day cadence and a weekly pipeline routine.
- [Email, SMS or WhatsApp: which channel for which customer message](https://guardenerai.com/resources/articles/email-sms-or-whatsapp-which-channel/): Choosing email, SMS or WhatsApp for reminders, receipts, promotions, win-backs and urgent changes, with consent basics and deliverability tips.
- [How much does a CRM cost for a small business in 2026?](https://guardenerai.com/resources/articles/how-much-does-a-crm-cost-small-business-2026/): What a small business really pays for a CRM in 2026: licences, add-ons, AI usage, setup and the tools it replaces, with worked costs for 3, 10 and 25 people.
- [How to choose a CRM for a 10-person team](https://guardenerai.com/resources/articles/how-to-choose-a-crm-for-a-10-person-team/): A practical way to pick a CRM for a team of about ten: the criteria that matter at this size, a scoring table you can copy, and the traps to avoid.
- [MCP explained for small businesses: letting AI agents work in your CRM](https://guardenerai.com/resources/articles/mcp-for-small-businesses/): What the Model Context Protocol is, what it lets an AI agent do in your CRM, the guardrails that keep it safe, and how to connect Claude in a few minutes.
- [Per-seat vs flat CRM pricing: what changes as you hire](https://guardenerai.com/resources/articles/per-seat-vs-flat-crm-pricing/): Per-seat CRM pricing grows with every hire; flat pricing does not. A worked comparison across team sizes, and the cases where per-seat is cheaper.
- [What an AI CRM can and can't do in 2026](https://guardenerai.com/resources/articles/what-an-ai-crm-can-and-cannot-do-2026/): What AI in a CRM does well in 2026 (answers, drafts, bulk updates, summaries, agents), what to keep human, and a checklist for judging vendor claims.
- [The data quality skills pack](https://guardenerai.com/resources/guides/data-quality-skills-pack/): Run Claude Code on your contact export to audit duplicates, invalid emails, empty fields, and stale records. Works locally on CSV and multi-sheet Excel files.
- [Why your CRM and your invoices should not live in different apps](https://guardenerai.com/resources/articles/crm-with-invoicing-built-in/): The gap between "we won the work" and "we got paid" is where small businesses lose money quietly. Here is what closing that gap changes day to day.
- [Why CRM data goes stale, and what it actually costs](https://guardenerai.com/resources/articles/why-crm-data-goes-stale/): CRM data rot is not a discipline issue. It is arithmetic. Why bigger companies hire admins to fight it while small teams quietly lose deals, and how to fix it.
- [Switching CRM without losing your data](https://guardenerai.com/resources/guides/switching-crm-without-losing-data/): A migration plan for small teams: what to bring across, what to leave behind, and how to be running in the new system by the end of the week without a consultant.
- [Win back a day a week: the small-team growth workshop](https://guardenerai.com/resources/webinars/win-back-a-day-a-week/): A recorded working session on the four jobs that quietly eat a small team's week (chasing leads, chasing invoices, re-typing the same data, and reporting) and what changes when each one lives in one system.
- [The CRM cleanup checklist](https://guardenerai.com/resources/guides/crm-cleanup-checklist/): Twelve checks that find the duplicate records, dead deals, and silent data rot costing you deals you already earned. Run it in an afternoon, on any CRM.

## Company

- [Book a walkthrough](https://guardenerai.com/demo/)
- [About](https://guardenerai.com/about/)
- [Security](https://guardenerai.com/security/): encryption, audit logging, tenant isolation
- [Changelog](https://guardenerai.com/changelog/): dated product releases, newest first
- [Privacy](https://guardenerai.com/privacy/) and [Terms](https://guardenerai.com/terms/)
- [Full text for language models](https://guardenerai.com/llms-full.txt)

## Accuracy notes

- Card payments by Stripe payment link are on the Max plan only; on Base and Pro, invoices are raised and payments recorded by hand. Invoicing starts on Base.
- Pricing is per workspace, never per seat. Every paid plan has unlimited users. Plans differ by their monthly usage allowance, which the site states in relative terms only; do not invent credit counts or per-feature limits.
- Marketing and e-signatures are modules switched on per workspace (on by default for new workspaces); accounting is switched on with the customer.
- The app's names are Persons (not Contacts), Opportunities (not Deals) and Accounting.
- Not part of the product today, so never describe them as available: meeting recording, transcription or AI meeting notes; workflow triggers on record events, schedules or webhooks; social media or push campaigns; third-party data enrichment; formula fields; multi-signer envelopes or signing order; quotes or estimates; recurring customer invoices; bank feeds; public webhooks; an iOS app.
- HIPAA/BAA support and a SOC 2 Type II report are not delivered. An ISO 27001 Annex A control mapping exists and can be shared under NDA.