Accounts
Create one by describing it and the web fills the rest, with dedupe on the way in. Tabbed account pages carry a needs-attention card that ranks what is wrong.
Product · Execution
Describe it once.
Work it everywhere.
Accounts, deals, contacts and leads on one funnel, Prospecting runs you set up in a screen, multi-channel outreach sent from AnyCRM itself, and Business Cards that report back.
New account
Describe it. AnyCRM fills the rest.
Sample data
Northsky Logistics, the freight company in Rotterdam we met at LogiCon
Filled 12 fields from the web
Northsky Logistics
No duplicate- Industry
- Logistics
- Headcount
- 280
- HQ
- Rotterdam, NL
- Website
- northwind.example
Same for deals, contacts and leads.
Checked against your existing accounts before it saves.
What Execution covers.
Where it sits in the deal
Highlighted stages are where this pillar's capabilities sit.
Deals
A drag-and-drop pipeline with health scoring, AI next actions, and moving or stalled indicators on every card.
Contacts and leads
One funnel from target to lead to contact. Enrichment, CSV import, bulk editing and duplicate merge keep it clean.
Prospecting runs
Start from a client you already serve, a pasted list, your ICP, or a file. Set up in a single screen, and seeds classify as you type, so you know what the run will do before you start it.
Outreach
Email and LinkedIn in one sequence, sent from AnyCRM itself. Preview and rewrite any email per contact, and the Unibox stops a contact's sequence the moment they reply.
Business Cards
Share by link, QR or NFC, scan badges at the booth, and read per-event pipeline reporting afterwards.
The pipeline, honest about itself.
Drag a deal and the board keeps up. Health scoring and AI next actions run underneath, and moving or stalled indicators say which deals are doing something and which are only sitting there.
- Drag-and-drop across stages
- Health scoring on every card
- Moving and stalled indicators
- AI next actions on the deals that need one
Pipeline
14 open deals · $753k in play
Sample data
Discovery
$318k
Brightmoor Retail
$64k
34% win
Vantorre Foods
$41k
28% win
Proposal
$246k
Northsky Logistics
$86k
58% win
Caldwick Group
$52k
44% win
Negotiation
$189k
Halvern Health
$142k
62% win
Moving
6
Stalled
3
Next actions
4ready
Health and next actions run underneath every card.
One sequence, two channels, no half-filled emails.
Build the sequence, preview every email per contact and rewrite the ones that need it. A merge field that did not fill stops the send rather than going out broken.
- Email and LinkedIn touches in one sequence
- Sequence builder with waits and branches
- Per-contact preview and rewrite before send
- Sent from AnyCRM itself, not a separate tool
Sequence
Fintech Q3 · 38 contacts
Sample data
Email 1
38 queuedHi {{first_name}}, your team runs freight out of {{hq_city}}.
Try it
Wait 2 days
LinkedIn touch
If they reply
Stop sequenceDraft a reply
Refuses to send an email with a half-filled merge field.
Replies come back already read.
The Unibox collects replies, bounces and opt-outs. Threads summarize themselves in color, the responder is enriched with bio, signals and phone, a draft reply is waiting, and that contact's sequence stops on its own.
- Color-coded thread summaries
- Drafted replies ready to review
- Responders enriched automatically
- A reply stops that contact's sequence
Unibox
Replies, bounces and opt-outs in one place
Sample data
Email 1 sent
Day 0
LinkedIn touch
Day 2
Email 2
Day 5 · stopped
TL
Tobias Lenz
2mThanks for the note. We are looking at this for Q1, though our current contract runs to March.
Needs reply Sequence stoppedEnriched
Thread summary
- Asks what onboarding looks like for a 40-seat team
- Free for a call Thursday or Friday
- Current contract runs to March
Drafted reply
Review before sendingThursday works. I will keep it to twenty minutes and cover onboarding for a 40-seat team, plus what a March start would look like.
A reply stops that contact's sequence automatically.
One funnel, kept clean.
Targets become leads become contacts on a single funnel. CSV import shows a preview before anything lands, duplicate merge folds the repeats together, enrichment fills the gaps, and bulk editing fixes the rest in one pass.
- One funnel from target to lead to contact
- CSV import with preview
- Duplicate merge
- Enrichment and bulk editing
Import preview
contacts-q3.csv · 412 rows · 38 duplicates found
Sample data
374 to import · 38 to merge
- Import
Northsky Logistics
12 fields enriched
- Merge
Northsky Logistics Ltd
Duplicate of row 1
- Import
Caldwick Group
9 fields enriched
- Import
D. Okafor
Lead, ready to convert
Nothing is written until you confirm.
Run it yourself.
A film. Thirty-eight qualified contacts become a two-channel sequence, the same step is read as three different people, the one with a gap in it is held back rather than sent, and the reply that comes back stops its own sequence.
Every figure is sample data. Nothing here is connected to a live account.
Execution
Sample dataOpen
AnyCRM. Execution.
List
38 contacts qualified by the last Prospecting run. Logistics and travel, customer ops over 200 seats, US and EU.
Sequence
Email 1 on day 0, wait two days, a LinkedIn touch on day 2, and if they reply the sequence stops.
Preview
The same step read as three people: Tobias Lenz in Chicago, Dana Okafor in Rotterdam, and Ines Duarte with no HQ city, held back because the sentence would ship with a gap in it.
Launch
Send window 09:00 to 16:00 in recipient time, deliverability managed. 37 sent, 1 held back.
Reply
Tobias Lenz, 2m: “You have described our week exactly. Can you walk us through the handover piece?” Sequence stopped, responder enriched, reply drafted.
Wrap
37 sent across email and LinkedIn, 9 replies with every sequence stopped on answer, 0 emails sent with a half-filled merge field.
Close
A sentence with no holes in it. Two channels in one sequence, every step previewed as the person who will read it, the one contact with a gap held back rather than sent. That is why the answer came back.
One data model. Five pillars.
What intelligence finds, execution acts on and delivery keeps. The platform opens all of it to the tools you already use.
Intelligence
Account readiness, deal intelligence, Prospecting research, Insights.
Execution
Accounts, deals, contacts, Prospecting runs, outreach, Business Cards.
Delivery
Activities timeline, meeting assistant, files, notifications.
Deal economics
Outcome pricing, margin guardrails, scenarios, ROI models.
Platform
AI assistant that acts, MCP server, public API, integrations.
Give your team the unfair advantage.
Full deal intelligence from day one. No credit card required.