GreenCRM brings your pipeline, your call recordings, your marketing tools and an AI copilot into one workspace. Start with the modules your team actually needs and add more as you grow.
No card required to submit a request
No sales calls and nothing to sign. Just a short review before your workspace goes live.
Pick a plan and the number of seats your team needs.
We review every request and email your admin login once it is ready.
Name your workspace, invite teammates, and start working.
Every module is billed per seat, independently. Turn any of them on for exactly the people who need it.
Everything your sales team needs to run a pipeline.
Every call captured, transcribed and searchable.
An AI assistant that works before, during and after the call.
Beyond the three core modules, the Full Suite plan opens up the tools that run the rest of the business.
Campaigns, landing pages, forms and lead scoring to turn visitors into pipeline.
Multi-step outreach sequences and reusable email templates for the whole team.
A product catalog, deal forecasting and sales playbooks to keep reps on message.
Shareable booking links that sync straight to your calendar.
A shared inbox and a live chat widget for support and sales conversations.
Build automations that trigger on a deal stage, a form submission or a call outcome.
Dashboards for the business, and a full audit trail for admins.
A branded portal to share proposals and updates with a prospect.
You do not have to rip anything out to get started. GreenCRM connects to the systems you run today.
Keep HubSpot as your system of record while GreenCRM adds recording and AI on top.
Already recording calls with Fathom? Bring that history into GreenCRM alongside native calls.
Two-way sync keeps meetings, activities and the AI copilot in step with your calendar.
Send and log email from your own Gmail address without leaving the CRM.
Every workspace is isolated and every seat only sees what it is allowed to.
Your company's contacts, deals and recordings never mix with anyone else's.
Admins, managers, sales reps, support and viewers each see exactly what their role allows.
Grant CRM, Recorder or Copilot access to each teammate individually, at any time.
New workspaces are reviewed before they go live, and admins get a full audit trail after.
Whichever plan you start with, GreenCRM is built around the calls and conversations that move a deal forward.
Run a pipeline, get briefed before every call, and never lose a follow-up.
Share portals and updates with clients while keeping every account organized.
A shared inbox, live chat and call history so every conversation has context.
$1 per seat, per month, per module. A bundle is just the sum of what is inside it.
Run your pipeline end to end.
Never miss what was said on a call.
Walk into every call prepared.
Sell and record, together.
Sell smarter with AI briefings.
Record, transcribe, and get briefed.
Everything, for every seat.
Every plan includes user & team management in Settings. You'll choose your seat count on the next step.
Yes. Seats are assigned per person once your workspace is approved, so one teammate can have Recorder while another has the Full Suite.
No. Pricing is per seat, per month, with no bundles or minimums beyond the plan you request.
Every request is reviewed before a workspace is created. There is no self-serve checkout yet, so nothing is charged automatically when you submit a request.
Yes. Once your workspace is live, its admin can request more seats at any time from Settings, and different teammates can be moved between modules as your team changes.
Marketing automation, workflow builders, reporting, team inbox and the other platform tools listed above ship with the Full Suite plan. CRM, Recorder and Copilot can be bought on their own or in any combination.
No. GreenCRM connects to both, so you can keep HubSpot or Fathom as your system of record and layer recording, transcription and the AI copilot on top.
No. Each company gets its own isolated workspace. Contacts, deals, recordings and users never cross between workspaces.
Pre-call briefings and post-call notes work in the browser with no install. Live in-call guidance during the call itself uses a small Chrome extension.
Pick a plan and submit a request. Most workspaces are reviewed within a business day.
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