The Agentic CRM
That Closes Deals
Join 1,000+ organisations using DealDrive to sell smarter, forecast better, and close deals faster — with intelligent automation and a sales assistant that never sleeps.
Trusted by 1,000+ organisations worldwide
Get Started in Minutes
Three Steps to Closing More
Sign Up & AI Setup
Create your account and tell our AI Configurator about your business. It builds your pipelines, fields, and teams in under 5 minutes.
Import & Enrich
Import your leads and contacts via Excel. DealDrive auto-enriches every record with LinkedIn profiles, company intel, and social data.
Sell & Scale
Start closing deals with AI coaching, predictive insights, automated follow-ups, and real-time analytics. Your sales engine is live.
No credit card required · Cancel anytime · Your data stays yours
One platform
Sales, marketing and service on the same records
Purpose-built products that share one customer view — and one AI layer that works across all of them.
CRM & Sales
Multi-pipeline selling, CPQ, quotes, e-signature, forecasting and workflow automation.
ExploreMarketing Suite
Campaigns, AI-designed emails, A/B testing, sequences, landing pages and forms.
ExploreService Desk
Ticketing, SLAs, skill routing, AI replies and a branded customer portal.
ExploreBDR Agent
Autonomous prospecting, intent signals and multichannel cadences that fill the pipeline.
ExploreAI & Custom Agents
Memory, document search, analytics and agents you build in plain English.
ExploreDealDrive Recruit
Candidate placement, mandate pipelines, interviews and hiring forecasts in one workspace.
ExploreIntegrations & API
Gmail, Outlook, WhatsApp, Slack, QuickBooks, Composio, Unipile, MCP and a scoped REST API.
ExploreEverything You Need
Enterprise Power, SME Simplicity
From lead capture to deal closure, DealDrive covers every step of your sales process with intelligent tools that work together seamlessly.
Lead Management
Capture, score, and nurture leads with AI-powered qualification and automated follow-ups.
Pipeline & Deals
Visual Kanban pipeline with drag-and-drop stages, deal temperature, and win probability tracking.
Company & Contacts
360° customer profiles with activity timeline, communication history, and relationship mapping.
Analytics & Reports
Custom report builder with 10+ chart types, scheduled reports, and KPI dashboards.
Revenue Forecasting
AI-powered forecasting with territory and team breakdowns, quota tracking, and trend analysis.
Roles & Permissions
Granular RBAC with module-level, field-level, and record-level access controls.
Multi-Currency
Automatic exchange rates, branch-level currencies, and multi-territory support for global teams.
Custom Modules
Build custom objects with custom fields, layouts, and record types — Salesforce-level flexibility.
Enterprise Security
SOC 2 compliant, data encryption at rest and transit, audit logs, and delegation controls.
Auto Contact Enrichment
Contacts are automatically enriched the moment you open them — LinkedIn profiles, headlines, experience, education, and social links pulled instantly via AI.
Auto Company Enrichment
Companies auto-enrich on view — latest news, revenue range, tech stack, employee count, government filings, and funding data aggregated from public sources.
AI Setup — Go Live in 1 Hour
Describe your business in plain English and our AI configurator builds your pipelines, fields, teams, territories, and sample data — ready to sell in under an hour.
Customer Memory, plus AI agents with a human on the last click
DealDrive now remembers every email, call, and note across your CRM — and lets AI agents draft the next move. Nothing hits your data until a human approves.
Live
Customer Memory
Ask anything about any deal, contact, or account — and get the answer with receipts.
- Ask DealDrive on any record — "what did Acme say about pricing in Q2?" — answered from emails, calls, and notes with citation chips linking to the source.
- Global Ask DealDrive — semantic search across every interaction in your org, not just structured fields.
- Always fresh — Gmail, Outlook, activities, deal comments, and meetings are indexed automatically and nightly.
Live
Agents & the Review Inbox
AI drafts. You approve. Every action passes through a human before it lands in your data.
- Prompt-to-Workflow — describe an automation in English; DealDrive drafts the full rule (trigger, conditions, actions) for one-click save.
- AI Review Inbox — every AI-drafted email, field update, or bulk change waits for Approve / Edit / Reject.
- Stale-deal revival agent — finds deals gone quiet after a positive signal and drafts personalized re-engagement emails.
- Bulk edit via chat — "reassign all Acme deals to Priya and tag strategic" → preview diff → approve → committed with audit trail.
Build your own AI agents inside DealDrive
Describe what you want in plain English. DealDrive builds a live agent that reads your CRM, calls external tools, and takes action — no engineers, no code, in minutes.
Your prompt
"Build a dashboard of my at-risk accounts with a next best action for each."
Live agent, deployed
Interactive React dashboard reading your live data — sandboxed, tenant-isolated, ACL-aware.
Reads your CRM
Query every deal, lead, contact, task, and custom field with secure RPCs and org-level RLS.
1,400+ integrations
Call any API directly, or plug into Slack, Gmail, HubSpot, Notion, and more via Composio.
Delegates to Hermes
Hand off multi-step work to autonomous SDR, AE, and CSM agents — research, outreach, follow-up.
Runs on triggers
Cron schedules or CRM events. State persists between runs. Approvals routed through your review inbox.
No code required
Describe in English. Regenerate in one click. Advanced users can drop into the sandbox and edit.
Safe by default
Sandboxed iframe, tenant-scoped data, per-record ACL on citations, and daily cost caps.
Agent marketplace
Prebuilt agents, one click to install
Start from a template. Customize with a prompt. Ship in minutes.
Hermes SDR Loop
HermesBANT qualify, enrich, draft outreach.
Hermes AE Deal Coach
HermesMEDDPICC gaps, next best action.
Hermes CSM Health Watch
HermesSpot at-risk accounts, plan saves.
Revenue Forecast
AnalyticsRoll-up by stage and close date.
At-Risk Accounts
AnalyticsHealth score with recovery plan.
Contact Enrichment
EnrichmentFirecrawl + LinkedIn scoring.
Human on the last click. Agents draft; you approve — every write is auditable.
Start building agentsAI That Actually Sells
Not just AI sprinkled on top — DealDrive is built from the ground up with intelligence at every layer of the sales process.
AI Lead Scoring
Automatically score and rank leads based on engagement, fit, and buying signals. Focus on deals that matter.
AI Sales Assistant
Get real-time coaching, email drafts, objection handling, and next-step recommendations powered by AI.
AI Forecast Analyst
Ask questions in plain English — get instant pipeline forecasts, revenue predictions, and trend analysis.
Smart Summarization
Instant AI summaries of leads, deals, and customer interactions. Know everything in seconds, not hours.
Predictive Deal Insights
AI analyzes deal patterns to predict win probability, optimal pricing, and best closing strategies.
Workflow Automation
AI-powered workflow rules that adapt to your sales process. Auto-assign, auto-notify, auto-escalate.
Built for Real Sales Teams
See actual screenshots from DealDrive — from AI-powered deal closure to intelligent CRM configuration and analytics.
AI That Closes Deals
DealDrive's AI Deal Closure Engine analyzes your pipeline, detects stale deals, surfaces high-probability opportunities, and sends automated follow-ups — so no deal slips through the cracks.
- AI-powered nudges for stale & high-probability deals
- Automated email, SMS & WhatsApp follow-ups
- Per-stage inactivity rules & engagement automation
- Real-time AI analysis with actionable recommendations
Describe Your Business, AI Does the Rest
Tell DealDrive about your industry and sales process — AI automatically creates pipelines, custom fields, teams, territories, and even sample data to get you running in minutes.
- Industry-specific pipeline & stage generation
- Auto-create custom fields, teams & territories
- Pre-built templates for SaaS, Real Estate, Agency & more
- Generate sample data to explore immediately
Choose Your Sales Framework
Configure DealDrive AI to use MEDDPICC, Challenger Sale, SPIN, Sandler, or Gartner Buying Journey — the AI adapts its coaching, scoring, and recommendations to your methodology.
- 7+ proven sales methodologies built-in
- AI coaching adapts to your chosen framework
- Custom logic rules for deal scoring
- Stage-specific coaching prompts & guidance
Your Personal AI Sales Coach
DealDrive AI analyzes your pipeline, scores deals using MEDDPICC and other sales methodologies, drafts follow-up emails, and suggests next-best actions — all in real-time.
- MEDDPICC, Challenger Sale & BANT scoring frameworks
- Real-time deal coaching with win/loss analysis
- AI-drafted emails personalized to each contact
- Instant pipeline health summaries on demand
Kanban Pipeline That Sells
Drag-and-drop deal management with real-time pipeline value, weighted forecasting, and temperature scoring. See every deal at a glance.
- Drag & drop deals across custom stages
- Real-time pipeline value & weighted forecast
- Temperature & probability scoring per deal
- Multiple views: Kanban, List, Compact, Matrix
Close Deals with Digital Signatures
Upload contracts, send for e-signatures via email, track signing status, manage templates, and auto-renew — all without leaving DealDrive.
- Upload & send contracts for e-signature
- Draw or type signatures with legal compliance
- Auto-renewal with AI-powered reminders
- Contract templates & version management
Data-Driven Sales Intelligence
Revenue trends, conversion funnels, win/loss analysis, deal temperature breakdowns — all in a single analytics dashboard with custom report builder.
- Revenue & lead trend analysis over time
- Conversion funnel with stage-by-stage tracking
- Custom report builder with 10+ chart types
- Scheduled report delivery to your inbox
Built for Growing Teams
Built for SMEs
Enterprise CRMs are overkill. Spreadsheets are chaos. DealDrive is the sweet spot — powerful enough to scale, simple enough to actually use.
No Enterprise Tax
Enterprise-grade features at SME-friendly pricing. No hidden costs, no per-seat gouging.
5-Minute Setup
Go from signup to selling in minutes, not months. No consultants, no migration headaches.
All-in-One Platform
CRM, pipeline, forecasting, products, analytics — everything you need in a single tool.
Multi-Currency & Multi-Branch
Built for global SMEs. Manage multiple currencies, territories, and branch offices effortlessly.
Role-Based Access
Enterprise security without the complexity. Roles, permissions, and data visibility — all configurable.
Scales With You
Start with 2 users, grow to 200. DealDrive scales with your business without breaking the bank.
Trusted Across 25 Countries
From logistics in Asia to healthcare in Europe and consulting in the Americas — revenue teams across every continent run on DealDrive.
Loved by Sales Teams
Don't take our word for it — hear from teams already closing more deals, including verified 4.8★ reviews from AppSumo customers.
"We have scaled to 2 Mil USD revenue powered by DealDrive and we love its built in enrichment and AI capabilities."
"We switched from a legacy CRM and the difference is night and day. DealDrive's intuitive interface means our team actually uses it every day."
"At Journie we use Deal Drive to run our Sales motion. DealDrive has helped us automate our sales productivity management, AI auto runs forecasting and activity management, even contracts are signed within DealDrive."
"Our sales ops were scattered across spreadsheets and chat threads. DealDrive brought everything into one place — now our team moves twice as fast."
Very Impressive CRM — Support is also great!
"I was pitching this to a business partner prior to going on vacation, while I was away I bought DealDrive and activated it after I came back. Not only did all the integrations work top notch but the Pipelines and Email Sync features also worked without a hitch. The support team at DealDrive is quick to respond to any questions. This is just what my company needed."
Great Product, Excellent customer service
"DealDrive CRM is a great product backed by truly amazing support. It is incredibly refreshing to find a company that understands the true value of customer service and actually delivers on it. Purchasing DealDrive was a great decision for my business. Well done, Himanshu and team!"
Customizable, Compliant, and Backed by a Great Team
"I've been looking for a CRM that's both GDPR and SOC 2 compliant, and DealDrive has been a great find. What really stands out is the level of customization — you can keep things simple at the start and gradually enable more functionality as you scale. Another big plus is the founder and the team: incredibly responsive and genuinely committed to helping customers."
Excellent support & massive potential for my B2B agency!
"I wanted a CRM that actually works with my data rather than letting it sit idle. DealDrive is exactly what I needed. I just launched a live campaign and can't wait to see the AI enrichment results. A huge shoutout to the support team — they are incredibly responsive and even offered a live walkthrough call. Highly recommended!"
Insane Value
"For a one-time price, DealDrive gives me a real sales pipeline, AI lead scoring, contact/company enrichment, and even contract/signature management — stuff I'd normally need three separate subscriptions for. I imported a few contacts and within minutes DealDrive had filled in company details, suggested next steps, and flagged which deals were worth chasing."
Great find!
"We were evaluating Zoho Bigin, HubSpot Starter, Pipedrive and Close. What stood out is that AI isn't an expensive add-on — it's built into the product. AI lead scoring and win predictions update automatically, AI Analytics answers plain-English questions with charts, and built-in signature management replaced our DocuSign bill. Outstanding support too."
Really impressed. I am upgrading to top tier
"We're a small B2B company and absolutely love DealDrive. The AI Sales Assistant alone is worth the price — it qualifies leads, suggests next steps, and drafts follow-up emails. Big surprise: native e-signature and contract management, all inside the CRM with no extra subscription. The AI analytics is great, and setup was simple."
A CRM built to move deals forward, not just track them
"What differentiates DealDrive is the two AI layers on top of the pipeline. The Target module analyses your closed-won deals to build a 'Deal DNA profile', then finds new companies and decision-makers matching that pattern. The AI Deal Closure Engine flags stalled deals, calls out missing next steps, and can auto-send follow-ups. Worth getting if you want a CRM that pushes you toward the next action."
Finally, a CRM That Works For You, Not Against You
"DealDrive is a breath of fresh air in a market full of digital filing cabinets — it actually does the selling work with you, from AI-powered lead scoring and MEDDPICC auto-fill to drafting follow-ups before deals go cold. Stakeholder mapping, e-signatures and pipeline forecasting under one roof make it a genuine HubSpot alternative at a fraction of the cost."
Simple Pricing
Start Free, Scale As You Grow
Every plan comes with a 14-day Pro trial.
Ready to Close More Deals?
Join 1,000+ organisations already closing deals faster with DealDrive. 14-day Pro trial — no charge for 14 days, cancel anytime.