Customer relationships
Keep every customer, lead and deal in one place and move deals through your pipeline with a drag. Send email and sequences from your own mailbox, let rules score and assign new leads, and see how your sales are doing at a glance.
Included in every plan, Free too. An alternative to Salesforce, HubSpot.
Each record has its own timeline of tasks, meetings, calls, notes and emails. Convert a qualified lead into a contact, an account and a deal in one step.
Move deals between stages on a kanban board and watch your team's changes arrive live. Run several pipelines, each with its own stages, probabilities and won or lost outcomes.
Connect the mailbox you already use and send email from the CRM, logged against the contact. Templates fill in names and companies for you.
Score leads with your own rules and hand new ones out directly, in turn or to whoever has the fewest. Workflows react when records are created, updated or deleted.
Build quotes from your product list, turn an accepted quote into an invoice and record payments against it. Numbers are assigned in order for each workspace.
Capture leads straight from your website with an embeddable form. Nine built-in reports and a dashboard show your pipeline, revenue, conversion and team activity.
CRM is in every plan, Free included, with every feature on every plan and no limits on records or users.
| Limit | Free $0 | Personal $10/mo | Pro $18/mo | Family $25/mo | Business Starter $10/mo per seat | Business Standard $18/mo per seat | Business Plus $25/mo per seat |
|---|---|---|---|---|---|---|---|
| CRM features | All included | All included | All included | All included | All included | All included | All included |
| Recycle bin kept for | 60 days | 60 days | 60 days | 60 days | 60 days | 60 days | 60 days |
| Contacts per CSV import | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 | 5,000 |
Free $0
Personal $10/mo
Pro $18/mo
Family $25/mo
Business Starter $10/mo per seat
Business Standard $18/mo per seat
Business Plus $25/mo per seat
If a paid plan ends, your CRM stays readable for 90 days so you can export your contacts.
Compare plansProfiles set who can view, create, edit and delete in each module, and the server enforces them on every request. People only see the modules they're allowed to.
The password for a connected mailbox is stored encrypted. Mail only goes out over an encrypted connection to a server that requires sign-in.
Mail servers and webhooks must be public addresses. Private and internal hosts are refused, and webhooks must use https.
Changes to your records are logged with before and after values, and admins can review the log by record type and user.
Not yet. You connect your mailbox for sending, and every message is logged against the contact. Replies arrive in your own inbox as usual.
Not yet. You can build quotes and invoices, convert one into the other and record payments, but sending them to customers happens outside the CRM for now.
You can import contacts from a CSV file, up to 5,000 rows at a time, and companies are matched or created by name. Importing accounts, leads and deals isn't available yet.
An admin invites people by email and chooses their profile and role. They join the first time they sign in with that address. CRM doesn't send the invitation email, so send them the link yourself.
No. CRM has the same features on every plan, Free included, and no limit on records or team members. See Pricing for what each plan adds across Motaware.
Nothing is deleted straight away. CRM becomes read-only for 90 days, so you can still look everything up and export your contacts. Subscribe again to make changes.
CRM is in every Motaware plan, including Free. Set up your workspace and pipeline in a couple of minutes.