Contracts send themselves
Configure a deal to auto-send a contract from a template when it reaches a stage, then route the deal by the signer's response. Sending is confirm-before-send; the outcome moves are automatic.
Product · CRM
The CRM the rest of your business plugs into.
Contacts, accounts, and deals live in the same app as your forms, chat, signing, and billing. A form submits and a contact appears. A deal closes and a subscription starts. Nothing to sync, nothing to export.
Create your free account See the pipeline
Free forever · No credit card required · Cancel anytime
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$0
The whole CRM
Every pipeline, field type, and automation on a free account. 1,000 contacts included.
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Unlimited
Team members
No per-seat pricing anywhere in Cornerspot. Roles, not seats.
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13
Custom field types
On contacts and accounts, with your own keys and option lists.
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One record
Shared by every module
Forms, chat, e-sign, portal, and billing all read and write the same contact.
Pipelines that forecast
Move a deal across a stage, and the forecast moves with it.
Every stage carries a win probability, so per-stage totals and a probability-weighted forecast update as cards move. Board or list, whichever way you work.
OPEN
$277K
9 deals
WEIGHTED
$114K
Probability-weighted
WON THIS PERIOD
$87K
4 deals
LOST THIS PERIOD
$12K
1 deal
Prospecting
10%No deals in this stage
Qualification
25%No deals in this stage
Proposal
50%No deals in this stage
Negotiation
75%No deals in this stage
Click a card to advance it a stage and watch the forecast recalculate. In the app you drag it.
| DEAL | ACCOUNT | AMOUNT | STAGE | CLOSE |
|---|---|---|---|---|
| Initech Premium Support | Initech LLC | $68,000 | Proposal | Jul 1 |
| Globex Pilot Program | Globex Industries | $55,000 | Proposal | Jul 14 |
| Globex Expansion | Globex Corporation | $48,000 | Qualification | Sep 30 |
| Hooli Seat Expansion | Hooli Inc | $42,000 | Qualification | Jul 13 |
| Soylent Platform License | Soylent Foods | $21,000 | Negotiation | Jun 23 |
| Umbrella Multi-year Deal | Umbrella Health | $15,000 | Negotiation | Jun 19 |
| Umbrella Pro Upgrade | Umbrella Health | $12,000 | Prospecting | Aug 30 |
| Wayne Field Retainer | Wayne Group | $9,000 | Prospecting | Sep 22 |
| Globex Platform License | Globex Industries | $7,000 | Prospecting | Sep 12 |
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Multiple pipelines
Custom stages, order, and win probability, one set per pipeline.
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Products as line items
Amounts compute from a catalog and snapshot price, tax, and discount at add time.
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Weighted forecast
Open, probability-weighted, won, and lost totals for the period.
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Derived metrics
MRR, annual contract value, and total contract value off the same deal.
One record, the whole platform
Open a contact and see everything they touched.
The tab row is the integration story in one strip: activities, notes, deals, support tickets, live chats, e-sign requests, portal documents, and attachments, all on the same record. No exports, no second tool.
Jordan Rivera ACTIVE
jordan.rivera@acmecorp.com
ACCOUNT
Acme Corp
OWNER
James Osiris
SOURCE
web_form · Estimate request
CUSTOM FIELDS
- Company Size
- 51–200
- Preferred Channel
- Renewal Date
- Mar 14, 2027
Activity timeline
- Discovery call Jun 13, 2026 Walked through onboarding and confirmed next steps.
- Sent proposal follow-up Jun 12, 2026 Emailed the revised scope and the annual option.
- Contract signed via E-Sign Jun 11, 2026 Logged automatically when the envelope completed.
Log calls, emails, meetings, and notes by hand, or let automations write them for you.
Notes
- Budget cycle Jun 10, 2026 Approvals reset in October. Revisit expansion after the fiscal close.
- Decision makers Jun 4, 2026 Jordan signs, but ops lead Priya has to approve the rollout plan.
Notes are searchable and stay with the contact, not in someone’s inbox.
Deals
- Acme Renewal Open Negotiation · $24,000 · closes Jul 8
- Acme Add-on Seats Open Qualification · $6,400 · closes Aug 19
Deals carry products as line items, so amounts and derived metrics compute themselves.
Support tickets
- Invoice PDF missing line items Jun 9 Resolved by Riley Morgan in 2h 14m
- Add a second billing contact Jun 14 Open · waiting on customer
- Portal login link expired May 28 Closed · reissued invite
Tickets submitted from the Members Portal or the offline chat widget land here.
Live chats
- Pricing question, handed to a human Jun 13 CSAT 5/5 · positive sentiment · 12 min
- Asked about invoicing before renewal Jun 6 Eto answered from the knowledge base, then escalated.
- Onboarding walkthrough May 30 Closed by Jamie Patel
Every transcript, CSAT rating, and AI summary attaches to the contact automatically.
E-sign requests
- Master Services Agreement Jun 11 Completed · 2 of 2 signers · certificate on file
- Renewal Amendment Jun 15 Sent · awaiting Jordan Rivera
Envelopes attach to the deal and the contact, with SHA-256 verification on every signature.
Portal documents
- Invoice INV-2026-0418 Jun 12 Paid · $2,000.00 · viewed Jun 12
- Onboarding checklist.pdf Jun 2 Shared by James Osiris · viewed twice
Share files to a customer’s portal and see exactly what they have opened.
Attachments
- site-survey-photos.zip Jun 8 18.4 MB · uploaded by Riley Morgan
- acme-scope-v3.docx Jun 5 242 KB · uploaded by James Osiris
Anything dropped on the record is versioned and covered by the 30-day soft-delete trash.
- Configurable statuses for contacts and accounts, your names and colors
- Tags, notes, attachments, and a full activity timeline
- Source tracking, so web form and live chat contacts say where they came from
- CSV import with guided mapping, preflight, and duplicate detection
13 CUSTOM FIELD TYPES · CONTACTS & ACCOUNTS
- Text
- Text Area
- Number
- Currency
- Date
- Date & Time
- Yes/No
- Single Select
- Multi Select
- URL
- Phone
- Reference
A form field becomes a contact field with one toggle, so lead-capture data lands structured on the record.
Your pipeline runs itself
Pick what happens, then stop doing it by hand.
Automations react to events from every module: CRM, deals, forms, e-sign, chat, and billing. Choose a trigger to see a workflow assemble from the same step catalog you build with.
WHEN THIS HAPPENS
When a contract signs: tag the customer, mark them active, tell the team, and invite them to your portal. Without you.
WHEN
E-Sign · Envelope completed
- CRM Add tag contract-signed
- CRM Set contact status Active
- NOTIFY Post dashboard notification Deal signed by this contact
- PORTAL Invite to portal Start customer onboarding
WHEN
Forms · Submission received
- FLOW Only continue if Contact status is Lead
- CRM Log activity Record the inbound request
- CRM Add tag web-lead
- EMAIL Send email Notify the assigned sales owner
WHEN
Billing · Subscription past due
- NOTIFY Post portal notification Payment method needs attention
- EMAIL Send email First payment reminder
- FLOW Wait / delay 3 days
- CRM Add tag at-risk
WHEN
CRM · Activity created
- FLOW Only continue if Activity type is Meeting
- CRM Set contact owner Round-robin the sales team
- NOTIFY Post dashboard notification New meeting logged
WHEN
Chat · Chat started
- CRM Add tag live-chat
- NOTIFY Post dashboard notification A visitor is waiting
- CRM Log activity Record the conversation
Won deals start billing
A closed-won deal converts into a subscription per billing frequency plus a consolidated first invoice, and can provision portal users, through a preview-then-convert wizard.
The portal then collects on it, and every payment shows on the same contact record.
Leads flow in by themselves
The record fills itself from the front of the house.
Your forms, live chat, and portal all write to the same contacts and accounts. No connector to configure, no nightly sync.
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Forms create leads
A submission becomes a lead contact with an account and a web_form source. Returning submitters match by email then phone and link, never overwritten.
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Live chat identifies visitors
When a visitor identifies themselves, chat provisions or matches a contact, so the conversation lands on the record with everything else.
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One-click portal invites
Invite any contact to your member portal from their record, and their documents, invoices, and chats stay tied to the same account.
Team without seat math
Invite the whole company. The price does not move.
There is no per-seat charge anywhere in Cornerspot. Add every teammate you want and control access with roles, not a bill.
- Admin, Manager, and Rep, plus custom roles from a scope registry
- Owner and last-admin protections, invite, suspend, and reactivate
- Append-only audit log and a 30-day soft-delete trash
Pricing
Unlimited users and deals, at no cost.
The CRM is free: every pipeline, every field type, every teammate, with 1,000 contacts included. Grow past that and contacts are the only thing you ever buy.
FREE TIER
CRM
$0 /mo, forever
No trial clock, no credit card, no per-seat charge
Create your free account- 1,000 contacts, unlimited accounts, deals, and users
- Multi-pipeline board with weighted forecasting
- 13 custom field types and configurable statuses
- Automations, activities, calendar, and CSV import
- Plus the website, forms, live chat, knowledge base, e-signatures, and Members Portal
More contacts
$12.99/mo
Adds 100,000 CRM contacts per add-on, past the 1,000 included free. Stack as many as you need; nothing else about the CRM changes.
Everything else
$0
Pipelines, custom fields, automations, roles, the audit log, and the import tooling are all included. There is no CRM tier to upgrade to.
Team members are unlimited on every account. Cornerspot has never charged per seat and does not plan to start.
In numbers
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1,000
contacts on a free account, no card required
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+100,000
contacts per $12.99 add-on, stack as many as you need
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$0
per seat, per pipeline, and per automation run
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Unlimited
accounts, deals, custom fields, and team members
Common questions
CRM questions, answered.
Still curious? Email hello@cornerspot.net to chat with a human.
Is there a limit on deals or users?
No. Accounts, deals, pipelines, custom fields, and team members are unlimited on a free account. Contacts are the one metered thing: 1,000 free, then 100,000 more per $12.99 add-on.
Can I import from HubSpot, Pipedrive, or Salesforce?
You can import contacts, accounts, and deals by CSV, with guided column mapping, a downloadable template, a preflight check, and duplicate detection by key or email. There is no live two-way sync with those tools, by design; the CRM is the source of record, not a mirror.
What can custom fields do?
Thirteen data types on contacts and accounts, with immutable keys, option lists for selects, reordering, and archiving. Values render on every record automatically, and a form field can map into a contact field with one toggle.
How do the integrations work?
Every other Cornerspot module reads and writes these same contacts and accounts, because they are the same app. Forms create leads, chat identifies visitors, e-sign attaches to deals, won deals create subscriptions, and automations react to all of it.
How do roles and access work?
Roles gate what people can do, not how many can join. Use Admin, Manager, and Rep, or build custom roles from the scope registry. The one visibility rule is on e-sign: Reps see their own envelopes.
Can I use just the CRM?
Yes, and you do not have to choose. The CRM is free on its own, and the forms, website, portal, signing, chat, and billing that plug into it are free too. Use one of them or all eight; the account is the same.
Start with the CRM. Bring the rest of your business with it.
Create your free account- Free forever
- No credit card required
- Cancel anytime