Product · CRM

The CRM that actually knows what's going on.

Contacts, deals, accounts, and custom fields — built into the same app as your website, forms, chat, signing, and invoicing. So when a deal closes, a subscription starts. When a form submits, a contact appears. No exports. No Zapier.

30 days free No credit card required Cancel anytime

Pipeline · Q4
New 1
Avery & Co. retainer
$24k
Qualified 2
Riverbend rebrand
$8.4k
Goldenrod website
$12k
Proposal 1
Northwind quarterly
$18k
Won 1
Brightleaf annual
$36k
What it does

The CRM, but it actually connects to your business.

Unlimited everything

Contacts, deals, accounts, custom fields. No per-record cap, no upsell tier hidden behind it.

Knows about your other apps

A form submission creates a contact. A closed deal starts a subscription. An invoice notifies in chat.

Full-text search, fast

Elasticsearch-backed search across every entity. Find a contact, a deal, a note, an invoice — instantly.

Audit log + soft-delete

Every change is traced. Deleted records hit the trash for 30 days. Sleep easy.

Pipeline

A pipeline that auto-updates.

Drag cards across stages. Each stage can trigger automations — assign an owner, send a contract, start an onboarding sequence. The board you wished HubSpot was.

  • Custom stages, custom fields per pipeline
  • Stage-triggered automations (email, signing, invoice)
  • Forecast view with weighted probability
  • Lost-reason analysis with cohort filtering
Pipeline · Q4
New 1
Avery & Co. retainer
$24k
Qualified 2
Riverbend rebrand
$8.4k
Goldenrod website
$12k
Proposal 1
Northwind quarterly
$18k
Won 1
Brightleaf annual
$36k
Contacts

Every contact has a full history.

Every form submission, chat message, signed document, paid invoice, page view. No exports. No Looker. Just open the contact.

  • Activity timeline across CRM, web, chat, billing
  • Custom fields with validation + conditional visibility
  • Tags, segments, saved views
  • Auto-merge duplicates with confidence scoring
portal.avery.co Sam
Outstanding
$0.00
All paid
Apr retainerPaid
Brand sprintPaid
Mar retainerPaid
The integration story

The CRM that's connected by design, not by Zapier.

Every other Cornerspot app reads from and writes to the same CRM — because they're the same app.

CRM Website

Your site reads from CRM segments — show personalized hero copy to known contacts.

CRM Forms

Every submission creates or updates a contact and tags them automatically.

CRM Live chat

Logged-in chats show the contact, deal, and last invoice in the right panel.

CRM Signing

Merge tags pull live from the contact and deal — no more typo'd contracts.

CRM Billing

A closed deal starts a subscription. An invoice notifies the contact in chat.

CRM Portal

Customers see their CRM record, deals, and invoices — on your domain.

Why teams switch

“We canceled HubSpot, Squarespace, and Stripe Tax in the same week. The CRM is what we wanted HubSpot to be five years ago — and it just knows about everything else we do.”

Common questions

CRM questions, answered.

Still curious? Email hello@cornerspot.com — a real person reads these.

Can I import from HubSpot, Pipedrive, or Salesforce?

Yes. One-click CSV import + a guided field-mapping flow. We also have direct sync from HubSpot for contacts, deals, and notes.

Is there a record limit?

No. Contacts, deals, accounts, custom fields — all unlimited on every paid plan. We don't gate the basics behind tiers.

What about custom objects?

Custom fields on any entity (contact, deal, account, invoice). Custom objects are on the roadmap for Q3 — let us know what you’d build.

Can I use just the CRM, without the website or billing?

Yep. Every pillar can be used standalone. The pricing page has à-la-carte options if you only need one piece.

How do you handle privacy + data export?

Full export anytime, in your formats (CSV, JSON). GDPR-compliant. Your data is yours, full stop. Cancel and walk out with all of it.

Try the CRM. Bring the rest of your business with it.

30 days free No credit card required Cancel anytime