Contact, company & deal AI insights AI surfaces intent, risk, and buyer details across every record | | |
Visual pipeline management Drag-and-drop deals through stages to see where everything stands at a glance | | |
AI copilot on every plan (incl. free) Ask the AI to update records, build dashboards, or pull data, on any plan | | |
Data import Bring your existing contacts, companies, and deals in with a few clicks | | |
Easy setup and onboarding Get started fast, with no complex configuration or consultants | | |
Custom fields Add your own fields to capture the data that matters to your business | | |
Mobile app Manage your pipeline and update deals from your phone | | |
Buying committee & similar-customer analysis See who's involved in a deal and which past customers resemble it | | |
Lead scoring Rank leads by how likely they are to convert, so reps focus on the best ones | | |
Email Sequences / multi-step outreach Send automated, multi-step email follow-ups that stop when a lead replies | | |
AI agents that act on records AI agents run tasks and update your CRM for you, not just suggest next steps | | |
Call recording & transcription Record and transcribe your calls automatically inside the CRM | | |
AI meeting notes & action items Get a summary and a list of follow-ups after every meeting, written for you | | |
Custom objects Model anything beyond deals and contacts to match how you actually work | | |
Free plan Start free, with no credit card required | | |
Pre-meeting brief Walk into each call with the contact's history and context ready | | |
AI report generation Describe the report you want in plain language and it's built for you | | |
Deal scoring See which deals are healthy and likely to close, scored automatically | | |
Connected service desk (SparrowDesk) Run sales and support from one connected platform, sharing the same records | | |
AI email drafting & summaries Draft outreach and summarize long email threads in a click | | |
Native lead routing and assignment Automatically assign incoming leads to the right rep by your own rules | | |
Workflow automation with branching logic Build automations with if/then branches, not just simple one-step rules | | |
Advanced reporting & dashboards Build custom reports and dashboards with drill-down into any number | | |
Deal Loss Analysis See exactly why each deal was lost, pulled from real calls and emails | | |