Nudge CRM
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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 β€” so deals don't silently stall.

No credit card β€’ Import in minutes

How it works

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 β€” or the next one.

Your pipeline looks fine… until the quarter ends.

Your biggest time-saver

AI Import that understands your spreadsheet

Upload a CSV or XLSX. Our AI detects what's what β€” and builds your CRM in minutes, not weekends.

Upload

Drop your CSV or multi-sheet XLSX.

Detect

AI identifies Businesses, Contacts, Deals, and Activities.

Review

Approve mappings, dedupe preview, and dry-run summary.

Import

One click. Everything lands in the right place.

  • Detects Business vs Contact vs Deal vs Activity from mixed columns
  • Suggests mapping to existing custom fields β€” or proposes new ones (you approve)
  • Supports multi-sheet workbooks β€” each tab can become a pipeline
  • Dedupe + merge preview before anything is created
  • Dry-run summary + downloadable error rows
  • Undo import β€” because reality is messy

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 β€” your single source of action.

Next step required β†’ 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

Your 'Today' list, in your pocket.

Desktop, tablet, or phone β€” your next steps travel with you.

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

Organized, not duct-taped

Pipelines that match how your team actually works

Run sales, partnerships, hiring, fundraising, and ops β€” 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 β€” 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 β€” 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 β€” you approve.

The stuff that actually makes you money

AI-powered CSV/XLSX import

Multi-entity, multi-sheet. Businesses, Contacts, Deals, and Activities β€” 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 β€” one thread per record.

Email capture

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

CRM imports

Migrate from Pipedrive, Zoho, OnePageCRM β€” 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

Cancel anytime. Keep your data.

+$5/user/mo

See full pricing and comparison

Teams that stopped losing deals to forgotten follow-ups

β€œWe imported a monster Excel file with contacts, deals, and notes across six tabs β€” and it just worked. Took maybe ten minutes.”

James Chen

Founder, Northgate Imports

β€œFinally a CRM that nags you in a good way. Our pipeline actually moves.”

Maria Santos

Sales lead, Verde Wines

β€œWe set up sales and partnerships as separate pipelines in the same workspace. No more tab-switching between tools.”

David Okonkwo

Operations, Accra Trading

β€œNext steps stopped deals from stalling. Every Monday I open the Today list and just go β€” no digging.”

Elena Kowalski

Account manager

β€œClear ownership and one place for follow-up. Our close rate went up in the first month.”

Rachel Park

Co-founder, Summit Beverage

Make the next step obvious.

DONE
DUE TODAY
OVERDUE

Keep things moving.