CRM

What CRM does

CRM.me is an AI-first revenue platform founded in 2019 and commercially launched in 2020 that consolidates CRM, outbound sequencing, meeting intelligence, data enrichment, gifting, analytics, and scheduling into a single workspace designed to replace seven or more disconnected point solutions. The platform is built on a unified data layer that powers products including Revenue Command (pipeline and forecasting), Campaign AI (lifecycle marketing with AI-generated copy in six tones), Meeting Intelligence (recording, transcription, and AI summaries), Signals Intelligence (real-time buyer intent), ICP + TAM Explorer (account prioritization), AI Intelligence Engine (forecasting, lead/account scoring, next-best actions), and Service Command Center (omnichannel case routing), supported by 30+ native integrations and a REST/GraphQL API platform.

The company targets sales, marketing, customer success, project, and enterprise teams in the mid-market to enterprise segments, with pricing published at $99 per seat per month on a subscription SaaS model and a 7-day free trial entry point. Go-to-market is hybrid: a product-led growth motion with self-serve signup for smaller buyers, complemented by enterprise field sales with solution architects for larger deployments. CRM.me maintains offices in San Francisco, Toronto, London, and Singapore and reports 1,200+ global customer workspaces.

CRM.me holds SOC 2 Type II certification, GDPR and CCPA compliance, and reports operational metrics including 96% adoption within 90 days, 74 NPS, and 300% year-over-year growth in 2024. The company remains privately held with no disclosed funding rounds, parent company, or institutional investors in the source materials.

Name

CRM

Legal name

CRM.me

Website

https://crm.me

Company type

Private

Founded year

2019

Operating status

Operating

Short description

CRM.me is an AI-first revenue platform founded in 2019 that unifies CRM, sequencing, meeting intelligence, enrichment, and analytics to replace 7+ point tools for sales, marketing, service, and project teams in mid-market and enterprise segments.

Ownership category

akta.pro rank

Product category

Customer Relationship Management (CRM) Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketing Automation & Campaign Management CRM (HDAEAFAB)

akta.pro secondary industries

Customer Success & Account Management CRM (HDAEAFAD), Customer Service, Support & Contact Center CRM (HDAEAFAC), CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ)

Keywords

• Customer relationship management
• AI sales platform
• Revenue operations software
• Sales automation tools
• Marketing automation platform

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription SaaS: Per-seat SaaS subscription model with pricing at $99/seat/mo. Replaces multiple point solutions (CRM, sequencing, meeting intelligence, enrichment, gifting, analytics, scheduling) in a unified platform. Targets companies consolidating from 7+ tools with median annual savings of $38k.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

CRM.me is an AI-first unified revenue platform that delivers CRM, sales sequencing, meeting intelligence, signals, ICP scoring, marketing automation, customer service operations, and analytics in one glassmorphism-inspired workspace. The platform is built on a single data layer with 30+ native integrations and 20+ AI-first modules, positioned as a replacement for 7+ disconnected point tools such as Salesforce, HubSpot, Outreach, Gong, Clearbit, Sendoso, Clari, and Calendly. Customers subscribe at $99 per seat per month with a 7-day free trial and self-serve onboarding, with the company reporting 1,200+ workspaces, 96% adoption in 90 days, and median $38k annual savings from tool consolidation.

Product overview

CRM.me is an AI-first unified revenue platform that consolidates sales, marketing, service, and operations into a single workspace. The platform is built around a modular architecture combining core products: Revenue Command (pipeline/forecasting dashboard), Campaign Studio/Campaign AI (marketing automation with AI email generation in 6 tones), Meeting Intelligence (recording/transcription/summaries), Signals Intelligence (real-time buyer intent), ICP + TAM Explorer (account prioritization), AI Intelligence Engine (scoring/forecasting/recommendations), Service Command Center (support/SLA), Integration Workflows (30+ native connectors), Mobile CRM, Gamification Engine, Expert Review (quality gates), AI Reply (one-click email drafts), RFP Writer (AI proposal engine), and Analytics & Reporting. The platform replaces 7+ point solutions including Salesforce, HubSpot, Outreach, Salesloft, Apollo, Gong, Clearbit, ZoomInfo, Sendoso, Clari, Calendly, and Chili Piper through its consolidation offering. Enterprise tier adds multi-tenant isolation, expert review quality gates, and meeting intelligence with audit trails.

Differentiator

Problem solved

Functional benefit

Products and services

• CRM.me Platform AI-first unified revenue platform combining CRM, sales sequences, meeting intelligence, signals, ICP scoring, marketing automation, service operations, and analytics in one workspace on a single data model. Sold as per-seat SaaS at $99/seat/month with a 7-day free trial for sales, marketing, customer success, and operations teams.
• Sales CRM AI-powered sales automation solution built on the CRM.me platform with sequences, ICP scoring, signal detection, meeting intelligence, TAM explorer, and expert review quality gates for sales teams.
• Marketing CRM AI-powered marketing automation solution built on the CRM.me platform with campaign email generation in 6 tones, ICP audience segmentation, and signal-triggered nurture sequences for marketing teams.
• Enterprise CRM Enterprise-grade configuration of CRM.me with multi-tenant isolation, expert review quality gates, configurable signal thresholds, and meeting intelligence with audit trails for large organizations with compliance and governance requirements.
• Project Management CRM Project-team configuration of CRM.me with gamified task management, sprint planning, milestone tracking, team performance analytics, and cross-functional goal tracking for project teams.
• Stack Consolidation Vendor-consolidation solution positioning CRM.me as a replacement for 7+ point tools (CRM, outbound sequencing, meeting intelligence, data enrichment, gifting, analytics, scheduling) with a savings calculator reporting median $38k annual savings.
• Service Command Center Customer support and success operations hub with omnichannel case routing, AI Agent Assist, CSAT automation loops, and SLA tracking for customer service and success teams.
• Mobile CRM Native iOS and Android mobile app providing full CRM access on phones with offline-first sync, voice-first updates, push notifications, and fast data capture for field sales and field service teams.

Quantifiable outcome

• 34% Win-rate boost
• +12 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration32 records

AI capability11 records

Feature13 records

Partnerships

32 partnerships are on record, tiered core.

• Apollo.iocoreTechnology or IntegrationData enrichment integration providing automated contact enrichment and buying signals. Enriches CRM contacts with Apollo's B2B data including phone, email, and social profiles along with intent detection.
• SalesforcecoreTechnology or IntegrationBi-directional sync for Accounts, Contacts, and Opportunities with OAuth authentication, real-time sync via webhooks, and automatic historical import.
• HubSpotcoreTechnology or IntegrationSync contacts, companies, and deals bidirectionally. Maintains full history sync with contact enrichment and marketing engagement tracking.
• SlackcoreTechnology or IntegrationReal-time CRM notifications, deal alerts, workspace integration with channel mapping, actionable notifications with direct links to records.
• ZoomcoreTechnology or IntegrationAuto-log meetings and sync recordings to activities. Automated meeting history with participant matching, duration tracking, and recording attachment.
• Google WorkspacecoreTechnology or IntegrationDeep integration with Gmail, Calendar, and Contacts. Smart email matching, calendar event capture, and contact deduplication.
• Microsoft 365coreTechnology or IntegrationOutlook, Calendar, and Teams integration. Auto-logged emails, bi-directional calendar sync, and Teams meeting links with auto-generate and sync.
• ZapiercoreTechnology or IntegrationConnect to 5,000+ apps via no-code workflows. Triggers for deal moves, contact adds, task completions. Update records from external events.
• CalendlycoreTechnology or IntegrationAuto-lead generation from Calendly bookings with meeting logging and smart cancellation handling.
• ClearbitcoreTechnology or IntegrationContact and company enrichment with 100+ fields including firmographics, technographics, and real-time lookup.
• DocuSigncoreTechnology or IntegrationTrack contract status and auto-close won deals. Real-time envelope tracking with automated workflow triggers.
• StripecoreTechnology or IntegrationTrack subscriptions, payments, and MRR with subscription sync, billing detection, and churn alerts.
• TwiliocoreTechnology or IntegrationIntegrated SMS and click-to-call workflows with auto-logging and recording capabilities.
• LinkedIncoreTechnology or IntegrationSocial selling sequences and profile enrichment with LinkedIn message steps for multi-channel sequences.
• MailchimpcoreTechnology or IntegrationSync audiences and track campaign performance with 2-way list sync and performance tracking on contact records.
• IntercomcoreTechnology or IntegrationSync conversations and users for 360-degree customer view with conversation sync and user mirroring.
• ZendeskcoreTechnology or IntegrationView support tickets and history within CRM timeline with ticket visibility and status updates.
• Microsoft Dynamics 365coreTechnology or IntegrationEnterprise ERP sync with deep Azure AD integration, case management sync, and enterprise security controls.
• QuickBooks OnlinecoreTechnology or IntegrationSync invoices, payments, and customer financial data with live financial visibility and proactive collections.
• SendosocoreTechnology or IntegrationPersonalized gifts and direct mail from sequences with catalog access, delivery tracking, and ROI analysis.
• SendGridcoreTechnology or IntegrationCampaign delivery and transactional email infrastructure with delivery analytics and dynamic templates.
• FullContactcoreTechnology or IntegrationIdentity resolution and multi-source enrichment with cross-channel matching and continuous profile updates.
• AsanacoreTechnology or IntegrationTask sync and automated project handoff with 2-way sync, template support, and progress tracking.
• Import2coreTechnology or IntegrationGuided CRM data migration from any platform including Salesforce and HubSpot with field mapping and validation.
• SIP/VoIPcoreTechnology or IntegrationIn-app dialer with automatic call logging and WebRTC calling support.
• Meta Lead AdscoreTechnology or IntegrationCapture Facebook/Instagram leads with attribution and instant lead capture via real-time webhooks.
• Google AnalyticscoreTechnology or IntegrationWeb traffic and conversion tracking with GA4, conversion events, and source attribution.
• Google AdscoreTechnology or IntegrationTrack ROI and sync conversions for ad optimization with daily data updates and offline conversion sync.
• Google MapscoreTechnology or IntegrationGeocoding, territory planning, and distance routing with auto-geocoded addresses and visual territories.
• FacebookcoreTechnology or IntegrationPage publishing and engagement tracking with scheduled publishing and CRM context on contact timelines.
• Twitter/XcoreTechnology or IntegrationPublish, track mentions, and monitor conversations with scheduled publishing and engagement feed.
• Email ArchivingcoreTechnology or IntegrationBCC and forwarding-based email capture for compliance-ready email archiving.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• HubSpot: All-in-one CRM platform with marketing automation, sales hub, and service hub for SMB and mid-market. Most directly comparable in customer base and consolidated platform approach; CRM.me explicitly competes against and integrates with HubSpot.
• Pipedrive: Sales-focused CRM for SMBs with pipeline management, automation, and recently added AI features. Comparable in target customer (SMB/mid-market sales teams) and core CRM workflow emphasis; CRM.me explicitly lists Pipedrive as a replacement target.
• Freshworks (Freshsales): AI-first CRM platform (Freshsales with Freddy AI) targeting SMB and mid-market with consolidated sales, marketing, and service. Closely comparable in AI-first positioning, target segment, and unified platform approach.
• Zoho CRM: All-in-one business platform with Zoho CRM, marketing automation, and AI assistant (Zia). Comparable in consolidated platform approach, broad SMB/mid-market customer base, and integrated AI capabilities.
• Copper: CRM purpose-built for Google Workspace users with pipeline management and integrations. Comparable in targeting SMB/mid-market sales teams and ease-of-use positioning.
• Close: Inside sales CRM with built-in calling, SMS, and email sequences for SMB sales teams. Comparable in feature consolidation (calling + CRM + sequences) and SMB sales team focus.
• Apollo.io: Sales intelligence and engagement platform combining B2B data enrichment, prospecting, and CRM-adjacent workflows. CRM.me both partners with and competes against Apollo, with Apollo's all-in-one motion directly overlapping CRM.me's outreach and enrichment features.

Broad incumbents

• Salesforce: Dominant CRM incumbent with Sales Cloud, Service Cloud, and Marketing Cloud. CRM.me explicitly positions as a Salesforce replacement while simultaneously integrating with Salesforce for migration use cases, making it both competitor and ecosystem partner.
• Outreach: Sales engagement platform with sequences, AI-powered prospecting, and deal management. Directly competes with CRM.me's AI Sequences and Sales Workspace; broader incumbent with deeper sales execution focus.

Emerging players

• Clari: Revenue intelligence and forecasting platform. Directly competes with CRM.me's AI Intelligence Engine and Revenue Command for pipeline forecasting, deal health, and forecast accuracy use cases.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CRM