Beta
Start from a sales, contractor, lead, project or hiring CRM. Rename things, add fields and stages, track tasks and see your numbers. No developer needed. In beta, at no charge.
Starting points
All five share the same tested foundation; you can reshape any of them. Each has a read-only demo with sample records.
Pipeline, accounts and revenue by month.
Customers, contacts, leads and a deal pipeline with dashboards, notes, tasks, team roles and CSV import/export.
From estimate to completed job.
Leads, customers and jobs from estimate to completion, with job value, job address, a jobs board and an automatic completed date.
Every inquiry, its source and its status.
A focused lead tracker: every inquiry, where it came from and where it stands, with follow-up tasks.
Projects, clients and tasks in one place.
A focused tracker for client projects: stages from planned to delivered, clients, budgets, due dates and tasks with reminders.
Candidates from application to offer.
Open roles and candidates moving from application through interviews to offer, with notes, tasks and team roles.
Due dates, assignees and in-app reminders on every record. No email notifications yet.
Drag deals or jobs between stages; totals per stage.
Pipeline value, revenue by month, work by stage, from your records.
Owner, admin, member and viewer; members can be limited to their own records.
Bring in a spreadsheet; export CSV or JSON any time.
Installable web app (not an App Store app).
The assistant sees field and stage names, never your records. You confirm every change.
Export every record, note and task as CSV or JSON. The CRM application runs on Steadline; a self-hostable copy is not available.
No charge during the beta. Up to 3 apps per account, 5 people per workspace, 5,000 records per app and 30 AI customizations per app per day. Pricing is published before the beta ends.
AI answers about Steadline only. It can make mistakes; prices and terms on this site are authoritative.
