Nudge CRM

For founders and small teams who hate CRM busywork.

The CRM designed for follow-through.

Nudge makes follow-ups unavoidable: every deal has an owner, a next action, and a due date — so deals don't silently stall.

14-day free trial · No credit card required · Import your existing data in minutes

How it works

Who Nudge is for

For small teams that run on follow-up — without the enterprise CRM bloat.

Switch without the slog

Move your CRM over in minutes, not weekends

Bring a spreadsheet or CRM export. Nudge maps your contacts, companies, and deals — and flags duplicates — before anything is created.

Works withAny spreadsheet (CSV or XLSX)PipedriveZoho CRMOnePageCRM

Drag in the file you already have — Nudge handles the mess.

Nothing is created until you approve the dry run — and you can undo the entire import.

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14-day free trial · No credit card required

Teams that stopped losing deals to forgotten follow-ups

Trusted by 1000+ businesses like yours

We imported a monster Excel file with contacts, deals, and notes across six tabs — and it just worked. Took maybe ten minutes.
JC

James Chen

Founder, Northgate Imports

Finally a CRM that nags you in a good way. Our pipeline actually moves.
MS

Maria Santos

Sales lead, Verde Wines

We set up sales and partnerships as separate pipelines in the same workspace. No more tab-switching between tools.
DO

David Okonkwo

Operations, Accra Trading

Clear ownership and one place for follow-up. Our close rate went up in the first month.
RP

Rachel Park

Co-founder, Summit Beverage

The Nudge System

Four rules. Zero ambiguity. Every deal moves or you know why it didn't.

1

Every deal has an owner

No orphan deals. Someone is always responsible.

2

Every deal has a next step

No deal without a clear next action attached.

3

Every next step has a due date

Nothing drifts. If it's not scheduled, it's not real.

4

Your 'Today' list is the truth

Due, overdue, and done — your single source of action.

Next step required → Today list automatically updates.

Today

My tasks due today, overdue, and this week

Overdue: 2Due today: 4This week: 11
  • Send revised proposal to Nakamura Foods
  • Call Alex re: warehouse timeline
  • Review import mapping for Zoho migration

Team

Everything the team owes this week

R

Ryan

4 tasks

1 overdue
S

Sophia

6 tasks

0 overdue
A

Alex

3 tasks

2 overdue

Follow-up is where deals go to die.

Deals die in inboxes and Slack threads.

Next steps have no owner.

Nobody knows the last touch — or the next one.

Your pipeline looks fine… until the quarter ends.

Your 'Today' list, in your pocket.

Desktop, tablet, or phone — your next steps travel with you.

Nudge
Today2 overdue
Call distributor re: Q2 shipmentOverdue
Send updated pricing sheetDue today
Log meeting notes — MartaTomorrow
Send updated pricing

Organized, not duct-taped

Pipelines that match how your team actually works

Run sales, partnerships, hiring, fundraising, and ops — without duct-taping spreadsheets.

Shared team pipelines

Collaborate on deals everyone needs to see.

Personal pipelines

Private pipelines for 'don't-touch-my-chaos' work.

Pipeline templates

Spin up new workflows fast with pre-built stages.

Owner + next step per stage

Accountability is baked in, not bolted on.

Filters + views

By owner, stage, due date — review meetings that don't suck.

Your data, your schema

Custom fields that don't turn into a junk drawer

Model your world: region, lead source, distributor type, account tier — whatever.

Fields per entity

Create custom fields on Businesses, Contacts, and Deals.

Rich field types

Text, number, date, select, multi-select, URL, and more.

Import-aware

Custom fields show up in the import mapping screen.

Auto-created on import

The importer can propose new fields from your data — you approve.

AI in Nudge

Useful AI. That's the whole idea.

Nudge uses AI where it can actually save you time — not because every screen needs a copilot.

Give your AI access to Nudge

Connect Nudge to ChatGPT, Claude, Cursor, and other MCP-compatible tools. Ask what's overdue, find a contact, summarize a deal, or see what needs your attention.

Turn a business card into a contact

Take a photo instead of typing every name, company, email address, and phone number by hand.

Import the spreadsheet you already have

Upload a CSV or spreadsheet and let Nudge figure out what's a contact, business, deal, activity, or custom field. Review everything before it's imported.

No AI assistant following you around. No extra workflow to learn. Just useful shortcuts when you want them.

The stuff that actually makes you money

AI-powered CSV/XLSX import

Multi-entity, multi-sheet. Businesses, Contacts, Deals, and Activities — mapped by AI.

Shared + personal pipelines

Team pipelines for collaboration. Private pipelines for focus work.

Next step required

Owner + action + due date on every deal. Enforced, not optional.

Custom fields

On Businesses, Contacts, and Deals. Auto-created during import.

Activity timeline

Calls, emails, meetings, and notes — one thread per record.

Email capture

CC your workspace dropbox. Emails land on the right record.

CRM imports

Migrate from Pipedrive, Zoho, OnePageCRM — or plain CSV.

Comments + collaboration

Threaded discussions on any record. No more Slack side-channels.

Simple, transparent pricing

Two plans. No enterprise math homework.

Start with a 14-day free trial. Monthly or annual billing.

Base

$5/mo

$50/year

Solo / light CRM + follow-ups

Start free trial
Most popular

Premium

$20/mo

$200/year

Teams + ownership + collaboration + advanced reminders

  • AI import + dedupe + undo
  • Custom fields
  • Multiple pipelines (shared + private)
  • Email capture (up to 1,000/mo)
  • CRM imports (Pipedrive, Zoho, OnePageCRM)
Start free trial

14-day free trial · No credit card required

Cancel anytime. Keep your data.

+$5/user/mo

See full pricing and comparison

Make the next step obvious.

DONE
DUE TODAY
OVERDUE

Keep things moving.

14-day free trial · No credit card required