The AI enabled CRM that turns cold B2B lists into booked revenue.
Caudify CRMS is an AI CRM for B2B lead generation, built for startups looking for new clients. It finds and qualifies B2B leads, runs personalised email outreach and follow ups, and moves every opportunity toward closed won, delivered as a service your team can customise with ours.
- 4
- stages, from first lead to revenue
- 1
- workspace for the whole funnel
- 30 min
- live demo on your own use case
- 24/7
- AI copilot on your pipeline
From first lead to closed won.
- 01Generate
Find and enrich the right B2B leads.
Describe your ideal customer and CRMS builds targeted lead lists enriched with firmographics, roles and buying signals, so every day starts with prospects worth pursuing.
- ICP and lookalike targeting
- Firmographic and contact enrichment
- Intent and trigger signals
- Automatic deduplication
- 02Outreach
Run personalised email outreach at scale.
AI drafts a context aware email for every contact and sends it as a timed sequence of follow ups, then adapts to opens, replies and engagement, and tells your team who to follow up with next.
- AI personalised emails
- Automated follow up sequences
- Smart send timing
- Reply detection and routing
- 03Convert
Move every opportunity toward closed won.
Leads, contacts, deals and activities in one workspace. The copilot scores win probability and shows why, so the deals most likely to close get the attention, and quiet ones never slip.
- Visual deal stages
- Win probability scoring
- Next best action copilot
- Automated follow up reminders
- 04Grow
Turn activity into revenue intelligence.
Live forecasts, weighted pipeline and conversion analytics show exactly where revenue comes from and where it leaks, so you grow profit, not just activity.
- Live revenue forecasting
- Pipeline and funnel analytics
- Conversion and leak insights
- Expansion opportunities
Ask your pipeline. Get an honest answer.
The copilot reads your workspace and writes the briefing a good sales lead would, covering what closed, what's at risk and what to protect before period end.
Example from the demo workspace
- Trained on your data onlyEvery workspace gets its own model, fitted to its own closed history. Nothing is pooled across tenants.
- Rewound before it closedTraining looks at each deal as it was on its current stage, not with hindsight, so the model learns what actually predicts a win.
- Scored by a model that never saw itThe numbers are honest, because each score comes from a model trained without that record.
Everything your team needs, in one workspace.
- Lead & contact managementOne organised source of truth for every relationship.
- AI copilotPlain language answers about your pipeline, explained.
- Email outreachPersonalised email sequences that adapt.
- Pipeline & dealsClear stages with weighted, real time value.
- Follow up automationReminders and tasks so warm leads never go cold.
- Revenue analyticsForecasts, targets and conversion you can trust.
- IntegrationsEmail, calendar and the tools you already run on.
- Roles & permissionsThe right access for every teammate as you grow.
A product that comes with the team that built it.
When I started Caudify, the hardest part wasn't building software. It was finding the right clients and reaching them. Lead databases, email tools and CRMs were separate products, and nobody offered the combination, let alone tailored it to a young company. So we built it for ourselves first.
CRMS is that tool: one workspace that finds B2B leads, writes the emails, follows up, and shows which conversations are turning into revenue. Now other startups can use it too.
- Day one
Delivered as a service
CRMS is hosted, maintained and continuously improved by us. It runs from day one, with no infrastructure, no build project and no long procurement cycle.
- As you grow
Customised with our team
It's your CRM, shaped around how you sell. We tailor fields, workflows, automations and AI behaviour to your business, and evolve them with you.
- When you need more
A team you can extend
The engineers behind CRMS can join your team to build custom modules, integrations and product work on top of the platform.
Simple pricing, per workspace.
Lead generation, email outreach and a CRM in one plan, priced per workspace rather than per seat. Every plan starts with a live demo and a free proof of concept.
Starter
Founders finding their first clients
$39per month, billed yearlyor $49 billed monthly
- Users
- Up to 2
- Sending mailboxes
- 1
- B2B lead generation & enrichment
- AI personalised email outreach
- Follow up reminders
- Deal pipeline & AI copilot
- Most popular
Growth
Startups building a repeatable pipeline
$79per month, billed yearlyor $99 billed monthly
- Users
- Up to 5
- Sending mailboxes
- 3
- Everything in Starter
- Win probability scoring
- Automated follow up sequences
- Revenue & funnel analytics
Scale
Sales teams scaling outbound
$179per month, billed yearlyor $219 billed monthly
- Users
- Up to 15
- Sending mailboxes
- 10
- Everything in Growth
- Roles & permissions
- Integrations
- Priority support
Custom
Teams that want CRMS shaped around them
Let's talkProduct as a Service
- Users
- Unlimited
- Sending mailboxes
- As needed
- Everything in Scale
- Custom fields, workflows & AI behaviour
- Custom modules & integrations
- A dedicated Caudify team
Prices in USD, excluding taxes. Yearly plans are billed upfront; monthly plans can be cancelled any time.
What teams ask before a demo.
- What is Caudify CRMS?
- Caudify CRMS (Caudify Relationship Management System) is an AI enabled CRM for B2B lead generation and email outreach. In one workspace it finds and enriches leads, writes and sends personalised emails, handles follow ups, scores each deal's chance of winning and reports on pipeline, funnel and revenue.
- Who is Caudify CRMS for?
- Startups and young companies looking for new clients. If you need a steady flow of B2B leads, a way to reach them by email and a clear view of which conversations are turning into revenue, without stitching together a lead database, an email tool and a CRM, it's built for you.
- How much does Caudify CRMS cost?
- Plans are priced per workspace, not per seat. Starter is $39 a month billed yearly ($49 monthly) for up to 2 users, Growth is $79 ($99 monthly) for up to 5, and Scale is $179 ($219 monthly) for up to 15. Custom Product as a Service plans are quoted.
- Which outreach channels does it use?
- Email. CRMS writes personalised emails for each contact, sends them from your own mailboxes, and runs timed follow ups until someone replies.
- What does Product as a Service mean for CRMS?
- We host, maintain and keep improving CRMS for you, so it runs from day one with no infrastructure or build project. Our team tailors fields, workflows, automations and AI behaviour to how you sell, and the engineers behind it can build custom modules and integrations on top.
- How does the AI deal scoring work?
- Every workspace gets its own win model, trained only on that workspace's closed deals. Each deal is scored by a model that never saw it during training, and the model card shows the evidence behind every score.
- Is our data used to train other customers' models?
- No. Each workspace's win model is trained only on that workspace's own history, and nothing is pooled across tenants.
- How can we try it?
- Book a 30 minute live demo on your own ideal customer profile and workflow. We walk through lead generation, outreach and revenue analytics, then agree a plan for a free proof of concept.
From the Caudify Journal on AI CRM and B2B lead generation.
- AI · 4 min readAI CRM vs AI SDR: what a startup actually needs to win new clientsAn AI SDR fills the top of the funnel. An AI CRM runs the whole funnel. Here is how they differ, the email rules both must follow, and how to choose without burning your domain.
- AI · 5 min readAI CRM for B2B lead generation: how it works and what to look forAn AI CRM finds and qualifies leads, personalises outreach and tells you which deals to work next. How it works, what to check before you buy, and how to start small.
- AI · 5 min readAI features that survive production: how to evaluate LLM applications with evals, guardrails and monitoringDemos are easy. Reliable language model features are a discipline. How to evaluate LLM applications before launch, guard them in production and keep them honest.
Pick a time and we'll show you CRMS on your own use case.
Once you book, you and our team both get a calendar invite with a video link automatically. No back and forth email.
- A 30 minute walkthrough on your ICP and workflow
- Lead generation, outreach and revenue analytics, live
- A plan for a free proof of concept
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