directCRM is built for sales teams that want to spend time selling, not managing software. Simple contact management, an automatic pipeline, and a follow-up system that works — all out of the box.
Start free — no credit cardEverything a small sales team needs to track customers, move deals forward, and never miss a follow-up.
Store everything about every customer: contact info, custom fields, notes, and the full history of every interaction. Attach multiple contacts to a single company and see the whole relationship at a glance.
Log calls, emails, and meetings in seconds. Every action is saved against the customer record so the full story of every relationship is always visible — for you and for your whole team.
An automatic funnel that moves deals forward as you log activities. See probability and expected close date at a glance. No manual drag-and-drop required — your pipeline builds itself from your daily work.
A visual calendar linked to customers, not just dates. Receive a daily email digest of what's on for the day before you start work. Syncs with Google Calendar so your schedule stays in one place.
Build and send quotes directly from a customer record. Track status and probability for every open proposal. Forecast revenue without building a spreadsheet — the numbers are always up to date.
Shared calendars with configurable access so managers and reps see what they need. Shared documents — price lists, contracts, catalogues — available to everyone. Full team visibility without extra effort.
Add custom fields to fit your business and the way you sell. Create email templates for repetitive messages. Set recurring visit reminders per customer so no one falls through the cracks.
Activity reports, pipeline summaries, and team performance dashboards — ready from day one. Export any report to Excel in one click. No setup required, no BI tool needed.
Three steps to a CRM your team will actually use every day.
Upload your existing spreadsheet. directCRM imports contacts and companies from any CSV or Excel file. Takes 5 minutes. Your history is yours — bring it all in from day one.
Call a client? Log it in 10 seconds. Send an email? Mark it done. The CRM builds itself from your daily work — no manual data entry, no duplicate effort. Just keep selling.
Your funnel, reports, and follow-up calendar update automatically as you log activities. See your forecast in real time. Get your daily digest every morning. Close more deals — with less overhead.
You don't need a CRM built for enterprise. You need one built for your team.
| What matters | directCRM | Salesforce | HubSpot | Pipedrive |
|---|---|---|---|---|
| Time to get running | 5 minutes | 3–6 months | Days to weeks | Hours to days |
| Training needed | 15 minutes | Weeks | Several hours | 1–2 hours |
| Price per user/month | $15 | $25–$300+ | Free (limited) – $100+ | $14–$99+ |
| Setup fee | ✓ None | ✗ Required | ✗ Often required | ✓ None |
| Built for small sales teams | ✓ Yes | ✗ Enterprise-first | Partly | Partly |
| Self-service onboarding | ✓ Yes | ✗ No | Partly | ✓ Yes |
| Easy CRM contact management | ✓ Yes | Yes (complex) | Yes (complex) | Yes |
| Daily adoption by reps | ✓ High | ✗ Low | Medium | Medium |
14 days free. Full access to every feature. No credit card. Your team will be up and running today.
Start free trial✓ All features included · ✓ No commitment · ✓ Up and running in 5 minutes
