Build a CRM for Your Small Business With AI and No-Code

Design pipeline stages that match how your team actually sells. Track deals from first inquiry to closed, with custom fields for deal value, probability, and expected close date. Drag and drop deals between stages as they progress.

Keep a complete timeline of every email, call, meeting, and note for each customer. Your team always has context, even when picking up a conversation someone else started. No more searching through inboxes for that one message.

Create tasks tied to specific contacts or deals. Set due dates, assign to team members, and get notified when follow-ups are overdue. Build recurring task workflows for regular touchpoints like quarterly check-ins or renewal reminders.

Connect Gmail, Outlook, or any email provider through API integrations. Log emails automatically against the right contact record. Sync calendar events so your team sees upcoming meetings alongside deal context.

Build the exact reports your business needs. Track revenue forecasts, conversion rates, sales velocity, and team performance with real-time data. Create role-specific dashboards so each team member sees only what's relevant to them.

Generate quotes directly from deal records and convert them to invoices when deals close. Track payment status and outstanding balances. Keep financial documents connected to the customer record so nothing falls through the cracks.

Add an AI assistant that helps your team find information faster, draft personalized follow-up emails, summarize customer histories, and flag deals that need attention. Connect to OpenAI, Anthropic, or other AI providers through WeWeb's REST API plugin.