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CRM for small revenue teams

A CRM that shows its work.

Manage companies, contacts, deals, and agent work in one place. Research keeps its sources, CRM changes keep their reviewer, and outbound messages wait for approval.

Create accountSee the customer system

Northstar Labs · Qualification · sample flow

Review complete

  1. Customer context

    01

    Northstar Labs

    Shared workspace record · active product Zlar

  2. Cited proposal

    02

    ICP fit

    Strong fit

    Needs review

    2 sources retained · 1 cited field proposed

  3. Human review

    03

    Evidence accepted

    Confirmed

    1 cited field accepted · Deal owner confirmed

  4. CRM outcome

    04

    Northstar Labs opportunity

    Qualified

    Zlar · assigned to Deal owner

Representative product interface using sample data. One accepted cited field becomes one assigned product deal after human review. This walkthrough changes no CRM state and sends no email or Slack message.

The CRM around the run

Customer work does not stop at the decision.

Companies and contacts keep one workspace identity. Deals, lists, reports, tasks, meetings, and activity stay with the product that owns them.

Explore the customer system
Customer operationsProduct structure · read-only

Shared workspace identity

One customer identity across every product.

Companies
Canonical company record
Contacts
People linked to company

Product-owned work

Operating context stays with the product that owns it.

Deals
Pipeline · stage · value · owner
Shared lists
Saved records · filters
Reporting
Current and historical pipeline
Tasks
Record-linked follow-up
Calendar
Meetings · task deadlines
Activity
Changes · comments · mentions
Static product map. It contains no customer data and changes no workspace state.

Reviewed production run

Five live jobs. Five reviewed outcomes.

A picrm operator ran five company-research jobs in a production workspace. Each job made one bounded search, wrote one CRM note, and stopped before outreach.

Accepted with edits
2
Returned for follow-up
2
Blocked
1

One reviewed production run, not customer validation or a performance benchmark.

Review trust & controls

Practical questions

Questions before you start.

Can I bring existing CRM data?

Yes. Import up to 500 companies, contacts, or deals from a CSV file at a time. picrm shows which records it will create or update before anything changes. Any row error blocks the whole import.

What does a product mean in picrm?

In picrm, a product is a working area inside your workspace. Companies and contacts keep one workspace identity and can belong to several products. Deals, lists, reports, agents, and access stay with the product that owns them.

Can an agent send email on its own?

No. An agent can prepare an email or Slack message, but a teammate must approve the recipient or destination and the exact message before picrm sends it.

picrm Founding

€49 per workspace, each month.

Intended for teams of up to 3. Account creation requires no payment details and does not start a subscription.

Create accountSee Founding pricing