Contacts and companies
Keep people and the businesses they belong to together. Search your records, open a contact or company, and see the related deals, tasks, and notes without piecing the relationship together from separate spreadsheets.
Sales pipelines and deals
Track opportunities through your pipeline stages. Give deals an owner, value, and expected close date; move them forward as conversations progress and record won or lost outcomes.
Tasks with an owner
Assign the next action to a team member and set a due date. Link the task to a deal or contact so the person doing the follow-up has the context they need.
Shared notes and activity
Record what happened in a conversation and keep it with the customer relationship. Shared notes help teammates pick up where the last conversation ended.
CSV import
Bring contact data from a spreadsheet into your workspace through CSV import. Prepare a clean file, map the supported fields, and review the results. Start with a small sample before importing your full list.
Workspace roles
Invite teammates with the appropriate workspace role. Administrators manage membership and billing; access to CRM records follows the app’s role and visibility rules.
Know what fits
The paid plan includes 5 seats, up to 10,000 contacts, and 100 MB of CRM data for $10/month or $100/year. Each additional seat adds 20 MB and costs $2/month or $20/year. Extra seats do not increase the contact limit. Attachments are not supported.
The 30-day trial includes 5 users, up to 1,000 contacts, and 100 MB. After expiry, your workspace becomes read-only until you subscribe.
See the full pricing FAQ or explore Jindo for a small business.