Customer Information Spread Across Tools
Keep accounts, contacts, opportunities, interactions, documents, and invoices connected.
Highly Customizable CRM for Sales and Customer Operations
Manage accounts, contacts, opportunities, activities, quotes, follow-ups, and customer records in one CRM.
Shape the data model, pipelines, views, permissions, and automations around your sales process.
Connect CRM with orders, projects, inventory, service, invoicing, and the work that follows a sale.
Start with ready-to-use CRM objects or create your own structure.
Trusted By:
“AnyDB has become a core part of how we run our business.”
Ribu, Owner, Dgicon
Runs End-to-End Business Operations in AnyDBExplore the CRM and Customize the System
Start with the CRM capabilities you need today, then customize the structure, workflows, and connected processes as your business grows.
1
Manage Accounts & Contacts
Keep companies, contacts, relationship history, files, and customer context organized in connected records.
2Track Opportunities & Pipeline
Manage opportunities through the stages that match your sales process, with owners, values, close dates, products, and next actions.
3Manage Customer Activity & Follow-Ups
Keep calls, meetings, notes, files, and follow-ups connected to the right account or opportunity.
4Connect Sales With Operations
Link customers and opportunities with orders, projects, service, fulfillment, and invoicing.
5Customize Your CRM
Create custom objects, fields, relationships, views, permissions, pipelines, and automations around your business.
6Work With CRM Data Using AI
Use AnyBot, ChatGPT, Claude, and compatible MCP clients to find, analyze, and update permitted customer records.
CRM Challenges We Help You Solve
Replace scattered contact lists, opportunity spreadsheets, activity notes, billing trackers, and follow-up emails with one structured CRM.
Opportunities Without Clear Ownership
Assign each opportunity while keeping value, stage, priority, and expected close date visible.
Follow-Ups That Slip Through the Cracks
Set owners, dates, reminders, and next actions so conversations continue at the right time.
Limited Pipeline Visibility
Use live views and dashboards to see open opportunities, expected revenue, and sales activity.
Sales and Billing Kept Separate
Connect opportunities and customers with invoices, payment status, balances, and billing history.
Explore the CRM in Action
Browse accounts, contacts, opportunities, activities, customers, invoices, and service items.
Choose How You Want to Manage Your CRM
Start free, build the CRM yourself, or have our team build and manage it for you.
Try the CRM for Free
$0
Start Free PlanBuild Your Own CRM
From $50 / month
View PlansWe Build & Manage It
From $150 / month
Schedule DemoBuild the CRM Data Model Around Your Business
Start with Accounts, Contacts, Opportunities, Activities, and Quotes. Change their fields and relationships or create new business objects for the information your company needs to manage.
Customers and Sales
Accounts, Contacts, Leads, Opportunities, Quotes, and Contracts.
Delivery and Service
Locations, Products, Projects, Orders, Subscriptions, Installations, Assets, and Service Requests.
Your Business Objects
Renewals and other business-specific records. Link records together so sales teams can see the customer, the opportunity, and the work connected to it.
Customize the CRM Structure and Workflow
AnyDB gives you control over the structure behind your CRM and how each team works with it.
Custom Business Objects
Create records for the processes, customers, products, services, assets, and other information your company manages.
Fields and Relationships
Capture the information your team needs and link records across accounts, contacts, opportunities, products, locations, projects, orders, and other data.
Pipelines and Stages
Create different pipelines for sales processes, business units, products, regions, or customer journeys.
Views
Work with CRM data through Table, List, Grid, Kanban, Calendar, and other views. Give each team a setup that matches its work.
Permissions
Control access at the team, database, record, and cell level.
Automations
Assign work, update records, send notifications, generate documents, call external services, or run scripts when records change.
Connect CRM With the Work That Follows the Sale
A won opportunity can create an order, project, installation, procurement request, shipment, invoice, or service request. Keep those processes linked to the customer and opportunity that started them.
Quotes and Sales Orders
Connect opportunities with products, services, pricing, approvals, quotes, and confirmed orders.
Projects and Service Delivery
Link customers with projects, milestones, files, services, deadlines, and responsible teams.
Inventory and Fulfillment
Connect orders with inventory availability, picking, shipping, delivery, and fulfillment status.
Service and Work Requests
Track customer requests, issues, maintenance work, follow-ups, and resolutions alongside the account.
Invoices and Payments
Keep invoices, due dates, balances, payment status, and billing documents connected to the customer.
Sales, operations, service, and finance can work from the same customer context.
Keep Customer Records and History Connected
Bring the information surrounding each customer into one place so teams can review the relationship without piecing it together from separate trackers, folders, and systems.
People and Activity
Contacts and decision makers, calls, meetings, activities, approvals, follow-ups, and next actions.
Commercial History
Open and closed opportunities, quotes and proposals, orders, products and services purchased, invoices, and payment status.
Delivery and Customer Context
Projects, locations, files and documents, service requests, and the records related to each account.
Manage Opportunities and Sales Pipelines
Track opportunities through stages that match your sales process. Use Kanban views to manage work by stage and dashboards to monitor sales activity, expected revenue, owners, and pipeline status.
Deal Details
Stage, deal value, probability, expected close date, owner, priority, products or services, contacts, quotes, files, and approval status.
Next Actions
Keep next actions and follow-up dates visible so every opportunity has a clear owner and next step.
Pipeline Visibility
Use Kanban views for stage-based work and dashboards for sales activity, expected revenue, ownership, and status.
Manage Customer Activity and Follow-Ups
Store calls, meetings, notes, files, comments, and other customer activity alongside the relevant account or opportunity. Assign owners, due dates, and follow-ups so the next step stays visible.
Connected Activity History
Keep interactions and files attached to the right account, contact, or opportunity.
Clear Ownership
Assign an owner and due date to follow-up work so responsibilities stay visible.
Automated Reminders
Trigger reminders, update statuses, notify team members, and start the next part of the process when something changes.
Automate Sales and Customer Workflows
Trigger clear, connected actions from the customer and deal events your team already tracks.
WhenOpportunity is won
Create a project linked to the account and opportunity, carrying the owner, scope, files, and close details forward.
WhenQuote is approved
Create a sales order from approved quote details, including the customer, products, pricing, and terms.
WhenA new customer is added
Create onboarding tasks, assign an owner, and track required documents and next steps.
WhenA contract nears renewal
Alert the owner before the renewal date and create a linked opportunity with the contract history.
WhenA customer request is submitted
Create a service request linked to the customer and route it to the right team or owner.
WhenAn invoice becomes overdue
Notify finance and the account owner with invoice details, then create a payment follow-up.
WhenA new order is created
Reserve inventory, create fulfillment tasks, and track picking, shipment, and delivery.
WhenA deal requires approval
Route deals above your value or discount threshold to the right approver and preserve the decision history.
Automations can create and update records, assign work, send notifications, generate documents, run scripts, and connect with external systems.
Use AI With CRM Data
Use AnyBot to work with information stored in AnyDB. Query records, analyze data, create reports and charts, generate documents, and perform controlled record updates.
Access CRM Records Through ChatGPT and Claude
Connect compatible AI assistants to AnyDB through MCP. Work with permitted AnyDB records and files while keeping underlying business data structured.
Connect ChatGPT, Claude, and other compatible clients to CRM data with access controlled through AnyDB.
Create Customer and Partner Portals
Create portals for customers, vendors, partners, and other external users. Share the records, files, forms, and information they need while controlling what they can view or edit.
Customer Workflows
Customer onboarding, account information, quotes and approvals, project updates, and order status.
Service and Documents
Service requests and documents, shared with the right external users.
Vendor Collaboration
Give vendors and partners the records, forms, files, and updates needed to work with your team.
Generate Documents From CRM Records
Generate documents using information already stored in AnyDB. Information can flow from source records into each document, reducing repeated data entry and keeping generated files tied to their originating records.
Start With Ready-to-Use CRM Objects
Use objects from the AnyDB Business Object Library as a starting point, then change their fields, relationships, views, and workflows.
Account
Manage prospects, customers, partners, and other organizations.
Contact
Connect people with the organizations and work they are involved in.
Opportunity
Track potential business through the sales process.
Activity
Keep customer interactions and follow-ups attached to relevant records.
Quote
Manage proposed products, services, pricing, and customer quotations.
Customer
Connect customer information with orders, projects, service, documents, and billing.
Compare CRM Structure and Extensibility
AnyDB is built for companies that want to define their own CRM data model and connect it directly to operational processes.
HubSpot
Provides a broad suite of sales, marketing, service, and customer engagement tools. Custom objects are available on Enterprise tiers.
Salesforce
Supports extensive enterprise customization through custom objects, apps, permissions, automation, Flow, and a large ecosystem.
AnyDB
Define your CRM data model and connect it directly with orders, projects, inventory, procurement, installations, assets, service work, invoices, approvals, and custom business processes.
Build a highly customizable CRM that can also support the operational work around each customer.
Connect Customer Records With Operational Records
A customer record can connect directly with the commercial and operational information each team needs.
Sales Records
Accounts, Contacts, Opportunities, and Quotes.
Delivery and Service Records
Orders, Projects, Assets, Inventory, and Service Requests.
Customer Context
Invoices and Files. Sales sees the commercial relationship, operations sees delivery work, finance follows billing, and service teams see requests and customer history. Each team works with the same customer context.
Connect CRM With Other Business Systems
CRM often sits alongside disconnected tools. AnyDB lets you build these processes on the same platform and connect them directly to CRM records.
Sales Tracking
Pipeline spreadsheets and billing trackers.
Delivery Operations
Project management software, order trackers, and inventory systems.
Shared Work
Shared folders and customer portals. Start with customer and sales management, then add other systems where they are needed.
Add Operational Systems As Your CRM Expands
Add systems as your needs grow. They can share records and relationships so teams keep customer context as new processes are added.
Extend CRM With Scripts and APIs
Use scripting for processes that need custom logic or connections with external services. Scripts can find, create, and update records, run business logic, and communicate with external APIs.
Custom Business Logic
Use scripts for CRM processes that need logic beyond standard configuration and automations.
External Services
Connect CRM workflows with external APIs and services.
Technical Extensibility
Give technical teams another way to extend CRM as business requirements evolve.
Build a CRM Around Your Business
Start with the CRM structure you need today.
