Every person and company has a record
[01]
Google
DetailsPeopleEmailsFiles
AccountAcme Corp
PlanEnterprise
Deal stageNegotiation
Deal value$48k
Renewal28 August
Support tierPriority
Company’s record
Each company in your CRM has its own record.
[02]
Tom Becker
DetailsCompanyEmailsFiles
TitleHead of Sales
CompanyGoogle
Email[email protected]
Phone(415) 555-0192
LocationSan Francisco
OwnerAlex Morgan
Person’s record
Each person in your CRM has their own record.
[03]GoogleTom Becker
Priya Patel
Nina Alvarez
Chris Yang
GoogleTom BeckerPriya PatelNina AlvarezChris YangLink people and companies
Connect each person to their company, both ways.
Every app fills in the company record
Google
“Before a call I just open the company record and it’s all there, the last email, the open deal, who I spoke to last. It’s like having notes I never wrote.”
Maya Chen
Head of Sales & Partnerships · Northwind
Everything your sales team needs
[01]
In Progress
API Integration
Sarah Miller
Low Priority
Dec 10
Drop here
Design Review
Mike Chen
High Priority
Dec 12
Manage deals in pipelines
See where every deal stands, and drag it forward when it moves.
[02]
Hunter
Email finder & verifier
Apollo
Contacts & companies
Clearbit
Firmographic data
ZoomInfo
Intent & technographic
Dropcontact
Email finder & enrichment
Enrich lead data
Let WeldAgent enrich a company with its revenue, team size and more.
[03]
Hi {{first_name}},
I noticed {{company}} has been growing fast. Your renewal on {{renewal_date}} is coming up...
I’d love to walk your team through what’s new before then. Are you free for a quick call on {{best_time}}?
Set up outreach sequences
Build a follow-up sequence that runs itself until someone writes back.
[04]
Lead lists
hot-leads
enterprise
trial-users
newsletter
Group leads into lists
Group leads into lists and take action on the whole group at once.
Close more with the
team you have
Every deal, record and conversation sits in one place. Your reps spend less time updating records and more time selling.
SALES PRODUCTIVITY34%
Reps stop babysitting the CRM and get back to selling. Teams that lean on it see sales productivity climb by about a third.
SHORTER SALES CYCLE12%
When everyone can see where a deal stands, things keep moving. Most teams shave around 12% off the time it takes to close.
HOURS SAVED / WEEK5 hrs
Emails, calls and meetings log themselves to each record. That hands the average rep around 5 hours back every week.
BETTER FORECASTING40%
The pipeline stays current without anyone chasing updates. Forecasts end up about 40% closer to what actually happens.
Nothing about a record gets lost
[01]
Send pricing to Acme
Follow up with Globex
Schedule demo · Umbrella
Share contract draft
Check in after launch
Create tasks for leads
Keep a to-do list on every record so nothing gets forgotten.
[02]Google
GoogleDeal requirements
Team updates:
- @Sarah added pricing details
- @Mike updated technical requirements
Everyone on the team can add context, tag teammates, and keep deal notes up to date in real-time.
Notes are saved automatically and always linked to the contact.
Add notes to leads
Keep notes on the record so everyone knows what’s happened.
[03]
Sales AgentOwnerSupport AgentEditorResearch AgentEditorOutreach AgentViewerData AgentNo access
Sales AgentOwnerSupport AgentEditorResearch AgentEditorOutreach AgentViewerData AgentNo accessControl who sees what
Decide who can see each record, from full access to none at all.
Explore the rest of the suite
Frequently asked questions
Can I move over from my current CRM?[+]
Yes. You can import your contacts, companies and deals from your old CRM when you set up WeldCRM, and keep all of your history.
How long does it take to get set up?[+]
Most teams are up and running the same day.
What happens to my data if I leave?[+]
It’s yours. You can export your contacts, companies and deals at any time, with no lock-in.
Can I set up my own pipelines and fields?[+]
Yes. Build the stages and fields that match how your team sells, and change them whenever your process changes.
Does it work on mobile?[+]
Yes. WeldCRM has a full mobile app on iOS and Android.
Is there a limit on how many contacts I can store?[+]
No. Add as many contacts, companies and deals as you want. The CRM doesn’t cap how much you keep in it.
Get started today
in minutes