CRM got too big for the
people who need it most.
HubSpot, Salesforce, Zoho were built for enterprise procurement — not for the team of six closing deals in a shared spreadsheet.
The middle of the
market is empty.
A lightweight, calm CRM.
For real teams.
Contacts, companies, and deals — with the full history of every relationship, shared across the team and open from anywhere.
The deal board is
the centerpiece.
Drag from new to won. Each stage carries a running total — so "proposal" isn't four deals, it's $127,000.
Every note, call, and email. In one place.
When a colleague picks up a deal, they read the timeline. Thirty seconds and they're up to speed — nothing lost between handoffs.
Everything that matters, the moment you open it.
Open pipeline, tasks due, recent activity. One screen, one call — it loads fast and reads instantly.
The board fits your
team now.
We promised the pipeline would bend to how you sell, not the other way around. Two of three pieces are live. The last is close behind.
Custom stages
ShippedRename, recolor, reorder, add, and remove stages. Won and Lost stay fixed, so win-rate reporting stays honest.
Custom fields
ShippedLead source, contract type, an internal score — your own fields on contacts, companies, and deals, edited right on the record.
Saved views
NextSave any filter and sort — including the fields you just built — as a view the whole team opens in one click.
It researches. It drafts.
On its own.
We said Cadence would do the busywork of a CRM for you. The two hardest pieces are live. The next one's close behind.
Not because you asked. Because it noticed.
Contact research
ShippedAdd a name and email — Cadence fills in title, company, location, LinkedIn, and a short bio in seconds, and auto-links the company if it's new. It never overwrites what you typed.
Draft outreach
ShippedOne button — on a contact or an open deal — writes a ready-to-review email from everything Cadence knows. The tone follows the deal: exploratory early on, closing-focused by Negotiation. Refine with a tap or a sentence, then copy it or log it to the timeline.
Account summaries
NextAn instant plain-language briefing on any contact or company — status, last touch, open deals, a suggested next step — right before the call.
Deal health
LaterThen the deals going quiet, surfaced before they slip away.
The history writes itself.
No plugin. No OAuth. Just a BCC — and every conversation lands on the right contact.
See where deals win. See where they stall.
Win rates, velocity, deal size, goal progress. Not a spreadsheet you build — a view that's always current.
Light enough to start in ten minutes.
Powerful enough to run on for years.
Built for teams that found Salesforce too heavy, HubSpot too expensive, and spreadsheets too limited.
Calm. Fast. Composed.
