GuardenerAI for SaaS and B2B startups is a CRM that covers lead capture, the sales pipeline with recurring revenue, demo booking, customer onboarding and support in one system. It is for founder-led and early sales teams who want a real CRM without a per-seat bill or a stack of separate tools.
Early-stage sales is the founder, a spreadsheet and too many tabs. GuardenerAI gives you the pipeline, the demo calendar, the onboarding emails and the support queue on the same records, with an API and MCP server to plug in your own product data.
Leads keep source, medium, campaign, term and content fields, so you see which channels bring the deals that close.
Recurring line items carry service dates and monthly value, so every opportunity shows its MRR and ARR next to the deal value.
Booking links offer only the times you are free on Google or Microsoft calendars, with questions to qualify the prospect before the call.
Add each new customer to an onboarding journey when they sign, and it sends the right email or WhatsApp message at each step, on its own schedule.
There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.
Signups and demo requests, with UTM attribution and statuses New, Contacted, Qualified, Converted and Lost.
Each deal, with subscriptions as recurring lines and onboarding fees as one-time lines.
Custom fields you add so the customer’s product account sits on the company record. Keep them current through the Developer API.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Your data sits in its own isolated, encrypted workspace with an append-only audit trail. A REST API with scoped keys and an MCP server let your product and your AI agents read and update records under the same permissions as your team.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for it services and msps, consulting firms and agencies and studios. See every industry.
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