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Sidekick CRM

A CRM that remembers the business around the deal.

Bring companies, contacts, sites, conversations, opportunities, proposals, tasks, and finance context into one dependable customer record.

Start a 30-day CRM trialSee pricing

30 days · no credit card required

How the work moves

From new lead to prepared conversation

Sidekick enriches the account, collects recent activity, and puts the right next step in front of the seller.

  1. 01Capture and match the lead
  2. 02Enrich the company record
  3. 03Assign the opportunity
  4. 04Prepare a context-aware follow-up

Product depth

The Sidekick CRM capability map

Feature depth is grouped around jobs the business recognizes—not an endless checklist.

01

A durable customer record

Keep the relationship intact from first conversation through delivery and renewal.

  • Companies, contacts, and sites
  • Activities, notes, tasks, and timelines
  • Imports, duplicate controls, and data quality
  • Shared records across Sidekick products
02

A selling system with momentum

Turn pipeline discipline into the next useful action.

  • Multiple pipelines and stage controls
  • Email and calendar synchronization
  • Cadences, automation, and enrichment
  • Proposals, forecasting, and advanced reports

Editions

Choose the Sidekick CRM depth that fits now

Move up when the operation needs more automation, control, integration, or scale—not because essential work was hidden.

essentials

The customer record, pipeline, tasks, and finance foundation a growing team needs.

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Small teams replacing spreadsheets or a disconnected entry CRM.

  • Companies, contacts, and sites
  • Activities, tasks, and opportunities
  • Core pipeline and imports
  • Finance Core
  • Standard reporting
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Recommended

professional

A complete selling system with automation, forecasting, proposals, and enhanced AI.

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Teams with a repeatable sales motion and multiple routes to revenue.

  • Everything in Essentials
  • Multiple pipelines
  • Email and calendar synchronization
  • Cadences and sales automation
  • Enrichment, proposals, and forecasting
  • Advanced reporting and enhanced AI
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enterprise

Governed CRM for complex organizations, integrations, and higher-volume operations.

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Multi-team organizations with audit, policy, integration, and reporting requirements.

  • Everything in Professional
  • APIs and webhooks
  • Advanced permissions and governance
  • Audit controls
  • Enterprise reporting and higher limits
  • Enterprise AI
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Sidekick AI

Intelligence inside the work, with the record and controls attached.

Embedded AI helps within eligible products. Separately purchased AI Agents can perform governed actions with transparent credit usage.

Sidekick AI · grounded responseReviewed

What needs attention next?

I found three actions based on current customer, operational, and financial records.

  1. 1From new lead to prepared conversationReady for review
  2. 2From proposal to deliverySource context attached

Two clear layers

Included intelligence. Optional digital workers.

Embedded AI
Summaries, drafts, signals, and recommendations within edition limits.
AI Agents
Configured roles, approved tools, recurring agent pricing, and metered credits.
Explore Sidekick AI

Questions

Clear answers before you buy

Pricing, trial, hardware, and product boundaries should be understandable before checkout.

Can we import our current CRM?

Yes. Sidekick supports structured imports, duplicate review, and staged data-quality checks.

Is Sidekick AI included?

Embedded AI is included according to edition limits. Separately configured AI Agents and their usage are purchased independently.

Ready when you are

Put Sidekick CRM to work.

Start a 30-day CRM trial

30 days · no credit card required