Every sales task.
One workspace.

Customer records, every conversation, follow-ups and AI, in one workspace your whole team shares. Replace the patchwork of inbox, phone, spreadsheet and sticky notes.

01 Customer context

Know every customer before you call.

Leads, contacts and company details in one record, with every email, chat and call attached. Walk into every conversation knowing the history.

  • Leads, contacts and companies
  • Company research and lead summaries
  • Full activity history
  • CSV and Excel import with duplicate checks
CRM for small business →
A ThriveBase contact card with lead score, phone, call notes and company, demo data

02 Conversations

Every channel. One inbox.

Reply on WhatsApp, Gmail, SMS or phone without switching tabs. Whoever is free can answer, and the history stays with the customer.

  • Shared inbox with unread tracking
  • WhatsApp on your existing number, and Gmail
  • Browser calling, call queues and call history
WhatsApp-First CRM →
WhatsApp conversations in ThriveBase and a chat with Daniel Okafor confirming a site visit, demo data

03 Sales execution

Give every next step an owner.

Every deal has a stage, a value and a next step with an owner. Quotes and signatures live on the deal, not in someone’s inbox.

  • Pipeline stages, values and win probability
  • Tasks and workflow automation
  • Documents and e-signatures
  • Google Calendar sync
CRM for growing teams →
ThriveBase deals board by stage with total and weighted pipeline value, demo data

04 AI and reporting

Do more with the same team.

AI prepares calls and drafts follow-ups. Optional agents answer and make calls. Reports show what each rep actually did.

  • AI research and email drafts
  • Optional Ryea inbound and Zen outbound agents
  • Calls, conversations and pipeline by rep
AI-Native CRM →
ThriveBase call queue of five contacts with company and wait time, demo data

Features vary by plan. AI agents are optional add-ons.

See it with your own pipeline.