At first, I wanted to move our company to our own CRM; after that, I had a naive idea to sell it. On my way, I understood it was unrealistic. After all, I decided just to make it free for everybody. Literally, no paid plan. + DEMO page for those who want to look around

I'm 7-years exp CRM professional, so it is well designed, structured, and secured.

Here is what's under the hood

The CRM part:

• UX and backend structure similar to Pipedrive
• Multiple pipelines + stages, drag-and-drop Kanban board, and a configurable table view
• Contacts, companies, deals with a unified activity timeline; multi-email/phone with labels; custom fields on any entity
• Tasks/calls/emails, notes you can pin and expand, labels, global search, quick-add from anywhere
• Analytics: pipeline summary, conversion funnels, velocity, avg deal size, rotting deals, win-over-time, source attribution
• Outlook thread sync, smart BCC, file attachments, CSV import/export, (No Google-native sync because they want 1500$ for that, maybe someday)

The AI part (all on your own key and all can be turned off and hidden if you like old school):

• AI Overview — one click summarizes any record's situation + recommended next step, with sources, cached so it's instant next time
• AI Research agent — runs a live web search on a person/company and writes a cited research note straight onto the record
• Capture — paste an email, call transcript, chat or doc → AI pulls out the action items → tick them into tasks
• Lead scoring — editable weighted rubric + ICP keywords; the score is deterministic (same inputs = same number), the LLM only explains why
• Smart Filter — type "German SaaS deals over 10k closing this quarter" and it builds the actual filters
• Deal warmth tracked over time (see a deal heating up or cooling off, not just its stage), plus a Workspace Health audit
• You can edit the actual system prompts behind Overview and Research per workspace

Getting leads into it:

• Inbox triage — inbound emails ranked by urgency with stalled-thread detection
• Lead capture — a public web form + an email-to-lead address that both create new contacts from unknown senders
• Contact enrichment — bring your own FullEnrich key and hit "Find email / phone" on a contact

For the tinkerers:

• MCP server — point Claude (or any MCP client) at it and let the AI operate your CRM directly (~28 tools: search, update deals, move stages, create notes, score leads…)
• Outbound webhooks, scoped API keys, and a Pipedrive migration with a field-mapping wizard (resumable)
• White-label it: your own name, logo, even the browser-tab favicon. Accent colors + dark mode.

Security:

• Encryption everywhere- AES-256-GCM at rest for all keys and credentials, TLS/HTTPS in transit. - Passwords hashed with Argon2id (OWASP-recommended) — never recoverable.
• Strict multi-tenant isolation - one customer can never access another's data; role-based access (owner/admin/member).
• Session security -JWT with server-side revocation on logout plus brute-force rate limiting on login.
• API keys stored only as hashes (never plaintext), scoped, revocable, with per-workspace limits.
• All webhooks HMAC-signed and SSRF-protected.
• OWASP-aligned application security -SQL-injection-safe (parametrized ORM), schema-validated input, CSRF-safe (Bearer tokens, not cookies).
• EU data residency (GDPR-aligned) plus bring-your-own AI keys - your data and AI keys are never routed through us.

What's the catch?

The free is 5,000 contacts + 5,000 companies + 5,000 deals, unlimited team seats, 100 Mb storage per seat. So storage is the hamper.

But if you don't need to attach large files to deals, it doesn't matter.

It's also honestly a funnel for another product I make, so keeping this one free and good is the point. And if some company wants their own CRM, I can customise it and release the source code as you need (for $$$)

crm2crm - there is a DEMO w/o registration for those who want to look but don't want to register

P.S.

Would be great to get feedback about the Lead capture form from real businesses.

I spend a lot of time moving LinkedIn data into CRMs while building a tool that logs LinkedIn people and companies into these CRMs and takes info from CRM to deliver it into the Chrome sidebar for convenience of outreach, so I finally compared how the four big ones take information in and give it back out. Corrections welcome

One small thing first that still surprises me: HubSpot is the only one of the four that ships a native LinkedIn field out of the box, and even then only the LinkedIn Company Page on company records. Pipedrive, Zoho and Salesforce all expect you to create a custom field before you can store a profile URL at all. In 2026, with how much prospecting starts on LinkedIn, it is a little strange that storing the one link everyone works from is still a manual setup step in most CRMs.

How each one takes information in

1. HubSpot: properties have readable internal names and the API is friendly. Native dedupe is strong: contacts on email, companies on domain. LinkedIn URL is not a dedupe key unless you build it.
2. Salesforce: the most powerful ingest story. SOQL and SOSL for lookups, Bulk API for volume, and configurable Matching Rules plus Duplicate Rules. Great control, steeper setup.
3. Zoho CRM: API v2 and up, searchable by field API name with equals, starts with and contains operators. You can define your own duplicate check fields and upsert against them, which is handy.
4. Pipedrive: clean REST API, but custom fields are addressed by a 40 character hashed key rather than a readable name, which trips people up. Dedupe is lighter and leans on manual merge.

How each one gives information back out

1. Salesforce: richest read and event model. REST, streaming and platform events.
2. HubSpot: solid API, webhooks, and an associations model that makes contact to company to deal links easy to read.
3. Zoho: full read API, and outbound webhooks driven through workflow rules and functions.
4. Pipedrive: straightforward REST reads and webhooks. Easiest to get started, least opinionated. Need to mention, it's the only among 4 provides both API and OAuth connectors. So an individual user can connect tools independently (if allowed by org), while others have strict superadmin permission only to connect 3rd party software

Connections and ecosystem

1. Salesforce: AppExchange is the largest. Sales Navigator has an official widget, though the rivalry means it feels bolted on.
2. HubSpot: big marketplace, native LinkedIn Ads, and a Sales Navigator integration on some tiers.
3. Zoho: Zoho Marketplace plus everything inside Zoho One.
4. Pipedrive: Marketplace, LeadBooster, and heavy reliance on Zapier or Make for glue.

Full disclosure, I'm associated with Ln2crm.com (extension to run your CRM inside Li page), so I have stared at these APIs more than is healthy.

So, I had a research assignment to understand the added value of AI features. Here is what I've found valuable and a list of bs.

Top value:

- CRM autofill after the call - Much appreciated by salespeople, really saves time. 9/10. 1 point deduction because of the degrading engagement and belittling human effort.

- AI summarise / Contact briefing - useful when history is large and you need to ramp up the context. Some of them do a brief online research to add some value (like the company raised money, acquired, or released something. It can be a good hook or suggestion for a follow-up. 8/10. 2 point deduction for a stupid summary when there are not enough data in the CRM. It could just paraphrase that your one note and email

- Lead prioritisation - takes a long history to work properly, but can analyze which leads were closed-won, craft an ICP that will more likely become a customer, and highlight it. More helpful for new reps. 7/10. Not that valuable for experienced reps and historical judgment can't understand company made an ICP pivot.

- Workspace health - valuable for Sales managers. Really great day-to-day tool to track who is slacking around, risks, rotten deals, overdue tasks, deals w/o next steps. 10/10 for manager, 2/10 for rep :(

- duplicate detection and automatic contact/account matching \ - prevents mess in CRMs, especially helpful for large teams and multichannel outreach approach

Crap list:

- AI Chat - a-ka ask about something inside CRM. An inexperienced user will not get their answers anyway, and an experienced one already knows what they are doing, 2/10. Only works for Notion to find something in the mess

- Follow-up generator - no comments. It can only be useful as a source of ideas. 4/10

- Sentiment analysis - Customer sentiment: 72% positive. junk. 0/10

- AI Forecasting - no sense, just a candy for the Sales director. 1/10

- AI motivational coaching/ AI avatars - "Great job! Try asking more open-ended questions". I'm about to throw up. -100/10 minus vibe/

What other good AI features have you seen among CRMs?
I'm working for Ln2CRM (https://ln2crm.com), the best LinkedIn-to-CRM integration extension, so I spent quite a lot of time researching CRM workflows and AI features.

The main idea isn't to replace existing CRMs, but to make them easier to use directly from LinkedIn. You can create and manage contacts, companies, deals, notes, and tasks without switching tabs, see CRM information while browsing LinkedIn, and use an AI Copilot that drafts context-aware follow-ups based on your CRM history and previous interactions instead of generating generic AI text.

Hubspot wants to monetize 'enrichment' feature by selling data you have collected to other companies. A massive red flag for me. I know enrichment tools get their base from somewhere, but the audacity... It is a no go for me, and we are moving elsewhere. Your thoughts?

"As we continue to improve our product and services, we’re making updates to our enrichment features and the choices you can make about your data. You are receiving this email because you have used HubSpot’s enrichment features.

On August 4, 2026, HubSpot is expanding its data discovery and intelligence features to bring more robust and reliable data to our customers. To power these tools, enrichment data such as business contact details, employer information, and email deliverability signals, may be shared with other customers."