Delta CRM
Every contact, company and deal — and the work that moves them forward.
Keep contacts, companies, deals, tasks and tickets together. Move deals across a board that totals each stage, sync Gmail, automate the follow-ups, and keep your team’s know-how in a built-in knowledge base.
From $149 per seat / month · Free for up to 2 users and 1,000 contacts.
What’s in Delta CRM
- Contacts, companies and deals
- One place for the people and companies you work with, their deals, and the tasks and tickets attached to them.
- A deal board with weighted totals
- Drag deals between stages on a board that shows the weighted total for each stage. Run more than one pipeline, each with stages you can edit.
- Gmail, inside the CRM
- Sync your Gmail into the CRM and send email from it. Gmail only for now.
- Visual automations
- Pick a trigger, then add steps: send an email, wait, branch, or create a task or ticket.
- Dashboards and win rates
- Customisable dashboards with presets for each role, filters by rep, and win rates by rep.
- Campaigns, templates and web forms
- Send email campaigns, reuse templates, and capture enquiries with web forms.
- Clean data in, clean data kept
- Import contacts and companies from an Excel workbook (.xlsx) or a CSV file, or migrate from HubSpot. Duplicate detection helps you find and merge repeats.
- A knowledge base for your team
- Run more than one internal knowledge base, organised into categories. Articles move from draft to review to published, with review-due dates, audience tags, view counts and full-text search.
- An assistant that reads your articles
- Ask a question and an AI assistant answers it from your knowledge-base articles.
- Permissions that fit your team
- A role permission matrix, with overrides for individual users.
Pricing
Delta CRM starts at $149 per seat, per month.
Free for up to 2 users and 1,000 contacts. Email campaigns are on paid plans. Beyond that, pay per seat for the people who use it.
Prices in USD.
Questions
Which email providers does it work with?
Gmail. You can sync Gmail into the CRM and send from it. Microsoft 365 and Outlook aren’t supported today.
Can I control what each person can see and do?
Yes. Permissions are set per role in a permission matrix, and you can override them for individual users.
Can I import from my current CRM?
You can import contacts and companies from an Excel workbook (.xlsx) or a CSV file, and migrate from HubSpot. Deals aren’t imported from a file.
Can customers read our knowledge-base articles?
No. The knowledge base in Delta CRM is for your internal team; it isn’t a public help centre.
Where does the AI assistant get its answers?
From the articles in your knowledge bases.
See Delta CRM with your own pipeline.
Start on the free plan, or talk to us and we’ll walk you through it.