Sales CRM with Every Feature Unlocked

Stop losing deals to slow follow-ups. Track leads on visual Kanban boards, sync team email, automate assignment rules, and draft responses with a built-in AI assistant. Full software included from day one.

Everything your sales team needs, zero add-on fees

No paying extra for email integration, assignment rules, or AI tools. You get the complete CRM right out of the box.

Leads & Deals Pipeline

Track every prospect and opportunity in one place. Add rich notes, log phone calls, set tasks, and keep the complete context of every client relationship.

List & Kanban Views

Work on a structured list or a visual drag-and-drop Kanban board. Filter, sort, save custom views, and pin your daily workspaces for instant access.

Unified Communication

Send and receive emails directly from a lead or deal record. Use pre-built templates, leave team comments, and @tag teammates to keep deals aligned.

Assignment Rules & SLAs

Set up automated assignment rules to route leads to the right sales reps instantly. Configure SLA policies so every inquiry receives a timely follow-up.

Customization & Integrations

Add custom fields, custom deal stages, and specific actions. Connect seamlessly with WhatsApp, Meta, Twilio, Exotel, and ERP accounting ledgers.

AI Support & Assistant Bot

Ask in natural language to get instant answers on lead counts, check pending follow-ups, draft contextual outreach emails, and support users across daily sales tasks.

An intelligent assistant for your sales workflow

Empower your reps with an embedded AI assistant designed to eliminate administrative friction.

  • Instant Lead Answers: Ask "How many qualified leads do we have in healthcare?" or "Show pending tasks for today".
  • Contextual Email Drafting: Generate tailored follow-up emails using historical interaction notes in one click.
  • Follow-up & Task Tracking: Keep track of critical sales actions without manual calendar switching.
Credstacks AI Sales Assistant
Live Assistant

"How many active leads need follow-ups this week?"

You have 14 leads with scheduled follow-ups this week. 6 are in Proposal Sent stage. Would you like me to draft follow-up templates for the top 3?

Accelerate your sales pipeline

Get the full CRM unlocked for $20/month + tax managed, or deploy for a one-time fee on your own servers.

Start Free Trial Self-Hosted Options