A lightweight, calm CRM for tracking the people, companies, and deals that matter, on a shared pipeline.
Cadence is organized around workspaces: you sign in, create or join a workspace, and everything you and your teammates do lives inside it. The whole product runs as one web application backed by fifty-two server operations and eleven data stores. Each team can shape the pipeline and the fields it tracks, and Cadence can research new contacts and draft outreach for you.
Home opens to a calm read of your world: the total open-pipeline value, a single bar that breaks that pipeline down by stage, four headline figures (won this month, win rate, tasks due, new contacts in the last seven days), the tasks that need your attention today, the deals that have slipped past their expected close, a feed of the team's recent activity, and the most recently added contacts. A brand-new, empty workspace shows a three-step setup checklist instead.
Deals is a drag-and-drop pipeline board. Each stage is a column with a live count and summed value; you drag a deal between columns to move it, and the move is saved the moment you drop it. The same deals are also available as a sortable table. A "New deal" form captures the title, value, stage, company, contact, owner, and expected close date.
Contacts and Companies are fast, searchable tables. Contacts show the person, their company, title, owner, and when they were added; companies show industry, size, contact count, and open-deal value. Both open a detail panel when clicked. Any custom field can be turned on as an extra column from a per-view Columns control.
Tasks groups your follow-ups by Overdue, Due today, Upcoming, No due date, and Done, with a filter for your tasks versus everyone's. Checking one off completes it with a satisfying animation and moves it to Done.
The record detail panel is shared across contacts, companies, and deals. Its fields are editable in place, with no save button. Beneath the standard fields it shows the workspace's custom fields for that record, editable the same way. A tabbed body shows the record's details and related records alongside an activity timeline with a composer for logging notes, calls, emails, and meetings. Every contact, company, and deal keeps its own running history.
When you add a contact with just a name and email, Cadence can research them in the background and fill in their title, company, location, LinkedIn, and a short bio on their own, a few seconds after you save. From any contact, "Draft outreach" writes a first-touch email, a subject and a short body, from what Cadence knows, which you can refine, copy into your inbox, or log to the timeline.
A command palette (Cmd/Ctrl-K) jumps to any view, runs quick actions, and searches across contacts, companies, and deals. Settings covers the workspace (name and deletion), its members and invitations, the pipeline stages, the custom fields, and your own account and profile photo.
Eleven data stores hold everything:
Fifty-two server operations power the app. They cover the session and your profile; creating, renaming, leaving, and deleting workspaces; listing members, changing their roles, and removing them; sending, listing, revoking, accepting, and declining invitations; listing the pipeline stages and adding, renaming, recoloring, reordering, and deleting them; listing, creating, editing, reordering, and deleting custom-field definitions; full create, read, update, and delete for contacts, companies, deals, and tasks; moving a deal to a new stage and position; toggling a task complete; reading, adding, and deleting activity; researching a contact and drafting outreach; and two that assemble the whole home dashboard and run workspace-wide search in a single call.
Every operation that touches workspace data confirms you are a member of that workspace before it does anything, so one workspace can never see another's records. Editing the pipeline and the custom fields is limited to owners and admins. Because deals reference stages by their identity, renaming or reordering a stage never disturbs a deal; deleting a stage that still holds deals first moves those deals to a stage you choose. Moving a deal recomputes its board position with stable fractional ordering, records a stage-change entry on its timeline, and marks it won or lost based on the destination column. Completing a task logs an entry on whatever record it was attached to. Inviting a teammate sends them an email and waits for them to accept.
Two operations are AI-powered. Researching a contact returns immediately and runs an autonomous web-research agent in the background: it searches the web, reads what it finds, and fills in only the details it can actually confirm, leaving anything unverified blank and never overwriting what you entered. If it identifies an employer with no matching company in the workspace, it creates a lightweight company and links it, and it records what it filled in on the contact's timeline. Drafting outreach reads what the workspace knows about a contact and its company and writes a subject and short body in Cadence's plain voice; the draft is never saved unless you log it.
Roles are per workspace, so the same person can be an owner of one and a plain member of another:
the person who created the workspace. Full control, including renaming it, managing members and their roles, shaping the pipeline and custom fields, and deleting the workspace. Every workspace has exactly one owner, who cannot be removed or demoted.
can invite and remove members, manage pending invitations, rename the workspace, edit the pipeline stages, and define custom fields.
can do all the day-to-day CRM work: create, edit, and delete contacts, companies, deals, tasks, and activity, fill in custom-field values, research contacts, and draft outreach. Members see the pipeline and field settings but do not change them.
Cadence uses passwordless email sign-in. You enter your email, receive a six-digit code, and you are in. A brand-new person is asked to name their first workspace; someone with a pending invitation is shown an accept screen; everyone else lands in their workspace.
Every workspace starts with seven stages in order: New, Contacted, Qualified, Proposal, Negotiation, Won, and Lost. The first five are open, and a deal becomes won or lost by being dragged into those final two columns. From Settings, owners and admins can rename any stage, change its color, drag the open stages into a new order, and add or remove stages, with the board reflecting every change live. Won and Lost are kept as fixed outcome stages, and each workspace always keeps at least one open, one won, and one lost stage.
Cadence ships with four scenarios you can run at any time to reset the app's data:
a busy sales team called Northwind Sales: four teammates (an owner, an admin, and two members), seven companies, fifteen contacts (several already carrying AI-researched location, LinkedIn, and bio details), sixteen deals spread across every stage including won and lost, eleven tasks (some overdue, some due today, some upcoming, two done), ten activity entries, and five custom fields across contacts, companies, and deals with values filled in on many records.
one owner with a single fresh workspace and the default stages, so the empty states and setup checklist are on show.
a signed-in person who belongs to no workspace yet, landing on the create-your-first-workspace screen.
a person invited to the populated workspace, landing on the accept-invite screen.
Cadence is built on a calm, cool-gray design system with a single confident accent. Near-black is the action color, so buttons stay quiet and color is reserved for meaning. The type is set in Switzer with IBM Plex Mono for identifiers and shortcuts, numbers are tabular so columns never jitter, and motion is used sparingly: a pipeline that animates in, numbers that count up, a checkbox that springs, and records that flash when they are created. The AI features have their own quiet language, a Pulse-tinted "breathing" placeholder and a small pulsing cadence-bars glyph, so research and outreach read as one calm system, and fields arrive gently rather than snapping in.
This build ships one interface: the web application. There are no scheduled jobs; the outbound messages are the email sent when you invite a teammate, and the outreach emails you copy or log yourself.