Most CRMs assume the relationship starts at the demo call.
We built CRM-007 on a different assumption: it starts the moment someone lands on your site, and keeps going for as long as they're a client.
Two tools, stitched together with exports, is not a system.
Revenue teams, whether a two-person shop or a full sales org, usually end up running three or four separate tools for what should be one workflow: an analytics tool for traffic, a CRM for deals, a deck for reporting to clients, and a lot of copy-pasting in between.
Every one of those handoffs is where leads go cold and clients quietly disengage. Not because the work wasn't good, but because nobody was watching the traffic, or the report was three months stale by the time anyone opened it.
CRM-007 exists to close those gaps: identify who's showing interest, work the pipeline in the same place, and give every client a live view of what you're doing for them. That's the job of the nine agents running quietly underneath, each scoped to a single tenant that's entirely yours.
A few opinions the product is built around.
Anonymous traffic is a lost opportunity, not a metric
A visitor count on a dashboard doesn't help anyone follow up. A named company does.
Retention is a live activity, not a document
A report that's accurate the day you send it and wrong a week later isn't reporting. It's a snapshot.
Small teams shouldn't need five tools
If it takes a spreadsheet to connect your analytics to your CRM to your client reporting, that's the product's job, not yours.
See if it fits how your team actually works.
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