Everything you need to manage customer relationships
Contacts, deals, email tracking, file attachments, custom fields, cases, and more. Powerful features that are simple to use. No training required.
Start your free trialAll your contacts, organized and accessible
Keep track of every person and company you do business with. Add notes, attach files, log emails, and see the complete history of your relationship at a glance.
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Rich detail pagesNotes, tasks, emails, files, and timeline all on one page
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Custom fields & tagsAdd your own fields and categorize contacts your way
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Import, export & bulk actionsCSV import with column mapping, export, and bulk tag/delete/assign
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Inline editing & saved filtersEdit fields directly in the table and save your favorite search filters
Visual pipeline to track every opportunity
See your entire sales process at a glance. Drag and drop deals between stages, track values, and know exactly where every opportunity stands.
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Customizable stagesSet up your pipeline to match how you sell
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Deal values & forecastingKnow your potential revenue at every stage
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Win/loss trackingLearn from every outcome to improve your process
Never miss a follow-up again
Create tasks linked to contacts and deals. Set due dates, assign to team members, and get reminded before important follow-ups slip through the cracks.
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Link tasks to recordsTasks attached to the right contact or deal
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Due date trackingSee overdue and upcoming tasks at a glance
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Team assignmentDelegate tasks to the right team members
Complete history at your fingertips
A unified timeline showing notes, emails, tasks, files, and field changes. Everything in one place, in chronological order.
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Unified timelineNotes, emails, tasks, and changes in one chronological view
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Revision trackingSee exactly what changed, with before/after diffs for every field
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Email logging & BCC dropboxLog emails manually or automatically via your team's BCC address
Work together seamlessly
Invite your team, assign ownership of contacts and deals, and collaborate without stepping on each other's toes. Role-based permissions keep everyone in their lane.
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User rolesAdmin, Member, and custom permission levels
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Contact ownershipAssign contacts to specific team members
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Team visibilitySee what your team is working on
And so much more
Every tool you need to run your business, without the bloat.
Dashboard & Analytics
KPI widgets, pipeline charts, revenue trends, and activity tracking all in one view.
File Attachments
Attach documents, images, and files to any contact, company, or deal. Drag and drop upload.
Import & Export
Import contacts from CSV with smart column mapping. Export your data anytime.
Custom Fields
Add your own fields to contacts and companies. Text, numbers, dates, and dropdowns.
Bulk Operations
Select multiple contacts to tag, delete, change owner, or export in one action.
Email Integration
Log emails on contacts, use a BCC dropbox for automatic logging, and reusable email templates.
Saved Filters
Save your searches as reusable segments. Quickly switch between filtered views.
Revision History
See exactly what changed, when, and by whom. Full diff view for every field update.
Cases
Group contacts around a project, complaint, or topic. Track progress with notes and tasks.
AI that actually helps you sell
Built-in AI features that save you time every day — no add-ons, no extra cost.
AI Contact Brief
One click to get a 3-paragraph summary of any contact — who they are, relationship history, and recommended next step.
AI Email Draft
Describe what you want to say, pick a tone, and Claude writes a context-aware email using the contact's full history.
Deal Risk Radar
AI scores every open deal for risk (1–10) with a reason and suggested action. Catch stalling deals before they slip.
Data-driven decisions
Analytics, scoring, and forecasting that help you focus on what matters.
Lead Scoring
Automatic 0–100 score per contact based on engagement, deals, recency, and responsiveness. Grades A–F.
Revenue Forecast
Weighted pipeline with expected, optimistic, and pessimistic projections. Monthly forecast chart.
Deal Velocity
See how long deals spend in each stage, detect bottlenecks, and compare individual deals vs. the average.
Relationship Health
Automatic health score (1–5) per contact based on note, email, and task activity in the last 90 days.
Win/Loss Analytics
Win rate trends, loss reason breakdown, revenue metrics. Filter by 30, 90, or 365 days.
Goals & Quotas
Set revenue or deal-count goals per person or team. Monthly, quarterly, or yearly with live progress bars.
Automate the repetitive stuff
Set up rules and sequences once, then let the system do the work.
Automations
No-code rules that trigger automatically. When a deal is won, a contact is created, or a task is completed — automations take action for you.
- 7 trigger types
- 4 action types (email, task, notify, tag)
- Enable/disable with a toggle
Sequences
Multi-step drip campaigns that run on autopilot. Combine emails, wait periods, and tasks into a flow for each enrolled contact.
- Send Email → Wait 3 days → Create Task
- Manual or automatic enrollment
- Merge fields for personalization
Built for real teams
Everything you need to run your CRM day-to-day.
REST API
Full CRUD API with token auth and 60 req/min rate limit
5 Languages
English, Norwegian, French, German, Spanish
Dark Mode
Full dark theme across the entire application
Two-Factor Auth
TOTP-based 2FA with recovery codes
Duplicate Detection
Score-based matching with one-click merge
PDF Export
One-click PDF summary of contacts and deals
Task Calendar
Monthly calendar view with color-coded tasks
Inline Editing
Click any field to edit it directly on the page
Today View
Daily starting point with tasks, stalled deals, and activity
Send Email from CRM
Write and send emails directly with template support
Shared Team Inbox
Triage, assign, and manage inbound emails together
Onboarding Wizard
5-step guided setup for new users
Ferd CRM vs. Complex CRMs
We believe CRM should be simple. Here's how we compare.
Ready to build lasting relationships?
Start your free 14-day trial today. No credit card required.