Smart sales. Real results.
The multi-tenant CRM built for sales teams that want to scale: visual pipeline, PDF proposals, automations and AI — all in a single platform.
Everything your sales team needs
From prospecting to after-sales, in one place — no need to integrate 5 tools.
Visual pipeline
Drag-and-drop Kanban with custom stages.
360° CRM
Leads, contacts, companies and opportunities unified.
PDF proposals
Create and send professional proposals in seconds.
Built-in AI
Assistant that summarizes history and suggests actions.
Tasks and calendar
Automatic reminders so you never miss a deal.
Dashboards
Real-time KPIs with interactive charts.
After-sales
Tickets, recurring contracts and customer success.
Multi-tenant
Total data isolation between companies.
Automations
Create rules that trigger tasks and notifications.
A complete, modular and flexible platform
Activate only what your team needs. Granular permissions per role — Admin, Manager and Rep — ensure each one sees only what matters.
- Dashboard with real-time KPIs
- CRM, Kanban Pipeline and Opportunities
- Products, Proposals and Contracts
- Tasks, Calendar and Templates
- After-sales Tickets and Customer Success
- Reports and Intelligence
"Summarize Acme Corp lead history and suggest next step."
3 meetings held, proposal sent 5 days ago, no reply.
Send follow-up with similar customer case and offer a 15-min call.
Plans for every team size
Start free. Upgrade when you need to.
Frequently asked questions
Is my data isolated from other companies?
Yes. Idealize CRM is multi-tenant with full isolation via Row Level Security. Each company sees only its own data.
Can I cancel anytime?
Of course. No commitment, no fees. Cancel with one click in settings.
Does the AI use my data to train models?
No. Your data is private and only used to generate responses inside your account.
Is there spreadsheet import?
Yes, import leads, contacts and companies via CSV in a few clicks.
See Idealize CRM in action
Schedule a personalized 30-minute demo with a specialist. We show how Idealize fits your sales process.
- Demo focused on your scenario and segment
- Tour of the modules that matter to you
- Personalized implementation plan
- No commitment
Ready to sell more?
Create your account in 2 minutes and discover why high-performance teams choose Idealize CRM.