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.

14 days free · No credit card required · Cancel anytime
Unlimited
Contacts & accounts
No record caps, on any plan.
Unlimited
Team members
No per-seat pricing. Roles, not seats.
13
Custom field types
On contacts and accounts, your keys.
$12.99
Per month, standalone
Or free with any Cornerspot plan.
Pipelines that forecast

Drag 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.

Prospecting 10%
$70K
Globex Platform License
$7K exp $650
Umbrella Pro Upgrade
$12K Jun 18
+ 3 more
Qualification 25%
$145K
Globex Expansion
$48K exp $12K
Hooli Seat Expansion
$42K exp $11K
+ 2 more
Proposal 50%
$123K
Initech Premium Support
$68K Jul 1
Globex Pilot Program
$55K exp $28K
Negotiation 75%
$36K
Soylent Platform License
$21K Jun 23
Umbrella Multi-year Deal
$15K Jun 19
Multiple pipelines
Custom stages, order, and win probability, one set per pipeline.
Products as line items
Amounts compute from a catalog and snapshot price, tax, and discount at add time.
Weighted forecast
Open, probability-weighted, won, and lost totals for the period.
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.

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
TextText AreaNumberCurrencyDateDate & TimeYes/NoSingle SelectMulti SelectURLEmailPhoneReference
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
Notify the team when a contract is signed active
Test Activate
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
+ Add step

When a contract signs: tag the customer, mark them active, tell the team, and invite them to your portal. Without you.

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.

TEMPLATE Master Services Agreement
AUTO-SEND On reaching Proposal
Signed
→ Negotiation
Declined
→ Closed Lost
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.

Closed Won
Acme Renewal
Subscription
$2,000 / mo
+
Invoice
First charge
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.

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.
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.
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 records and users, from $12.99 flat.

Every pipeline, every field type, every teammate. Buy the CRM on its own or get the whole platform.

CRM
$12.99/mo
or $129.99/year
Start your 14-day free trial
Unlimited contacts, accounts, deals, and users
Multi-pipeline board with weighted forecasting
13 custom field types and configurable statuses
Automations, activities, calendar, and CSV import
CORNERSPOT · ALL-IN LAUNCH PRICING
$49.99/mo
$99.99 regular · or $499.99/year
Start your 14-day free trial
Everything in CRM, plus the whole platform
Forms, website, member portal, live chat
Document signing, knowledge base, billing
One customer record shared across every tool
Common questions

CRM questions, answered.

Still curious? Email hello@cornerspot.net to chat with a human.

Is there a limit on contacts, deals, or users?

No. Contacts, accounts, deals, custom fields, and team members are all unlimited, on both plans. The only platform-wide limits are shared email, storage, live-chat connections, and AI credits.

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. The CRM is $12.99/month on its own with everything on this page. If you want the forms, website, portal, signing, and billing that plug into it, the all-in plan is $49.99/month.

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

14 days free No credit card required Cancel anytime