For small businesses that need a CRM

A CRM where the page, form, deal and call meet in one contact history.

A spreadsheet called “leads FINAL v3”, a shared inbox nobody owns, a sales number nobody can explain. Here the page, form, deal and call are one product, so the contact history keeps the trail together.

Start free · no per-seat pricing

AXL Kanban pipeline with five stages, deal counts and totals, contact cards, responsible owners and tags.
What AXL replaces

One record, six screens around it.

  • One contact record

    Several emails and phones on one person, plus typed custom fields with a key an outside system writes into. One builder segments by any of them.

  • Board and table

    Several funnels. Every stage header carries a deal count and a total. Fields become required from a chosen stage on. Table view for bulk edits.

  • Trace the source

    Contact history links each form submission to its site, page and visit. Order history can also link its site, page and deal.

  • Three triggers

    Form submitted, task overdue, page visited. Then waits, conditions, branches, and webhooks that retry over 24 hours.

  • Calls on the record

    Connected IP telephony keeps recordings and call activity on the contact timeline. It records and analyses calls; it does not place them.

  • Meetings booked

    Your own booking page. The guest picks a duration and a slot in their timezone, hosts take turns round-robin, Zoom or Meet on the invite. Booking →

Your first 90 minutes

Data in, board up, then make it act.

  1. 0 to 30

    Data in, and clean

    Import CSV or XLSX, map the columns, merge duplicates five at a time with their history. This is irreversible, so preview it. Only SalesJet migrates natively; every other CRM arrives as a file, and any filtered list exports back out.

  2. 30 to 60

    Build the board and team

    Create the pipeline and its stages, mark which fields are required, put a responsible admin on every deal. Departments carry head and employee roles; a passport or bank field opens only for admins with that right. One action moves a leaver's book.

  3. 60 to 90

    Make it act, and answer

    One scenario: form submitted → deal in “New” → round-robin → task with an SLA → escalate if overdue. Connect email, WhatsApp and Instagram: every reply lands in one operator inbox tied to its contact, with canned replies and the complete contact timeline beside it.

Your week

The four screens of your week.

  • Monday

    Open the board. Every stage says how many deals sit in it and what they add up to. That is the pipeline review.

  • Every day

    Work a deal drawer: add a note, open chat or mail, review tasks and linked orders, then follow the contact history into the records that caused each event.

  • Friday

    Switch to table view, change responsible and tags in bulk, save “my overdue deals” as a view with a link, private or shared.

  • Month end

    Sales analytics splits first sales from repeat, shows average check and what is unpaid, filtered by site, page and UTM. Call analytics adds revenue attributed to calls and conversion per rep.

AXL contact record with responsible people and a timeline of a form, quiz, webinar, call, paid order and completed course.

Calls, messages, tasks, orders, and deal changes stay on one timeline.

The shortcut

Say what the sales process is. Read back the graph.

You, to the AI

Set up our pipeline: New, Contacted, Proposal, Won, Lost. Then a scenario that opens a deal on every form submission, assigns it round-robin, and starts a 24-hour task that escalates. Show me the graph first.

You decide what the stages mean. Twenty-one sensitive operations (billing writes, API tokens, role changes, admin creation) are removed from the AI surface in the server, not discouraged in a prompt. Publishing and activating are separate, deliberate steps. The guardrails → · From Claude or ChatGPT →

Questions

What a sales lead asks before switching CRM.

AXL Starter is $49 per month and includes 5,000 contacts. If you grow past a plan allowance, only the extra usage is billed at the published rate. Kajabi and Kartra also use contact limits, but their upgrade rules differ.

Build your CRM in AXL.

Start with a $49 plan, included usage and 0% of your sales. Grow into a larger allowance when it lowers the total.

Start free