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NewCRM works standalone — add the rest of the suite when you’re ready

Run your pipeline from first touch to closed deal.

Every lead from Meta ads, WhatsApp and web forms lands in one list — assigned, tracked and followed up — so your reps always know who to call next.

  • No credit card required
  • No full-suite rollout needed
  • Role-based access built in
  • 4pipeline stages tracked — Lead → Opportunity → Deal → Won
  • Taskstied to records — every follow-up lives on a person or deal
  • Roleskeep access clean — control who can view, edit or delete sales data

From ad click to closed deal

Stop switching tabs. Start closing.

Accounts, contacts and activity stay linked, so every rep sees the full picture — and the next high-value action — without hunting for it.

  1. 01

    Capture

    Leads arrive from Meta ads, Click-to-WhatsApp ads and web forms.

  2. 02

    Assign

    Each lead gets an owner, a status and tags like “Hot lead”.

  3. 03

    Follow up

    Call, WhatsApp or email from the record. Notes, tasks and meetings stay on it.

  4. 04

    Close

    Move it Lead → Opportunity → Deal → Won, and hand off to success.

Leads & opportunities that move themselves forward

Create, assign and update leads with status workflows. Track opportunities through stages you configure, and filter down to exactly what needs attention today.

  • Status workflows for every lead
  • Configurable pipeline stages
  • Search and filters that surface the next best action

Deals

Every deal, from qualification to closed won.

Track stage, amount, expected revenue and close date for every deal, linked to its account and the lead it came from.

  • Stages at a glance — Qualification to Closed Won, colour-coded
  • Amount & expected revenue with currency and probability
  • Tasks, notes & emails attached to every deal

Every account, every contact, every conversation

Manage company records and their contacts with the full conversation history attached. When a deal closes, success picks it up with all the context sales gathered.

  • Connected accounts, contacts and activity
  • Clean hand-off from sales to customer success
  • Activity history and audit trail of key changes

Follow-ups that never fall through the cracks

Tasks and meetings live on the lead, contact or deal they belong to. Reps see what’s due, managers see what’s slipping, and nobody keeps a to-do list in a spreadsheet.

  • Create and complete tasks on any record
  • Schedule meetings against leads, contacts or deals

Built for the people who own revenue

From the first rep to a full sales and success org — one CRM that grows with the team.

  • Sales teams

    Track inbound and outbound pipeline in one place, with clear stages and the next action always visible.

  • Founders

    Start with CRM first. Add Campaigns, WhatsApp Hub, Books and more only when you need them.

  • Customer success

    Pick up every account with full contact context and history — no awkward “so, what did you buy?” calls.

AI inside your CRM

Answers and drafts, right where reps work.

Two kinds of help built into BullCRM: an agent that explains how to get things done, and AI that prepares the busywork—with your team deciding what reaches customers.

Nandi AI agent

Ask “how do I…?” without leaving the deal.

Nandi opens on the page you are working on and answers questions about leads, deals, pipeline stages and settings in plain words, step by step.

  • Guidance shaped by each user’s role permissions
  • No help-centre tabs or ticket queues for quick questions
  • Start a fresh conversation any time
Meet Nandi

AI-powered CRM

Let AI prepare the work. Your team approves it.

Reply drafts, thread summaries and knowledge-grounded answers help reps respond faster across sales and support—without auto-sending to customers.

  • Draft replies grounded in the FAQs and articles you attach
  • Summaries and a daily lead brief for sales focus
  • Only roles you enable can see and use AI features
Explore AI-powered CRM

The BullCRM suite

CRM on its own. Or the hub for everything else.

CRM works standalone — no full-suite rollout required. When you’re ready, plug in the modules that fit your team.

Questions, answered

Can’t find what you need? Talk to sales.

Can I use CRM without the rest of the BullCRM suite?

Yes. CRM works standalone, so no full-suite rollout is required. Add Campaigns, WhatsApp Hub, Books, Bulleye or Mailboxes whenever you are ready.

What is BullCRM CRM used for?

It is sales CRM software for leads, opportunities, deal pipeline stages, accounts, contacts, tasks and meetings — so your team runs the full customer journey in one workspace.

How do the sales pipeline and deal management work?

Capture and assign leads, qualify opportunities and move deals through configurable pipeline stages. Filters and search help reps focus on the next high-value action.

Does it include account and contact management?

Yes. Company accounts and their contacts stay linked to deals and activity history, so sales and success teams share one view of every relationship.

Can I track tasks, meetings and follow-ups on each record?

Tasks and meetings attach to leads, contacts, accounts and deals, so follow-ups stay on the record instead of sticky notes or scattered calendars.

Does BullCRM keep an activity history?

Yes. Activity history keeps an audit trail of important changes across leads, accounts, contacts and deals.

How does access control work?

Role-based access controls who can view, edit or delete sensitive sales data.

Can I use AI with BullCRM CRM?

Yes. Nandi, the in-app AI agent, answers how-to questions on the page you are working on, and AI-assisted drafts and summaries help reps respond faster. People review anything that reaches customers.

Do I need a credit card to start?

No. Start a free trial with just your work email.

Your next closed deal is already in the pipeline.

Set up BullCRM in minutes and give your team one place to work every lead to won.

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