Steadline

Products / Business software / CRM / Sales CRM

Sales CRM

Beta

Pipeline, accounts and revenue by month. Customers, contacts, leads and a deal pipeline with dashboards, notes, tasks, team roles and CSV import/export.

Who it is for: B2B sales teams and founders selling to businesses.

Try the live demo

The demo is read-only and uses sample records; nothing you do there is saved. The CRM beta opens to the public soon.

Beta: no charge during the beta, with published limits. Pricing will be published before the beta ends.

Sales CRM: real screenshot with labelled sample records

Real CRM screenshot with clearly labelled sample records. Open it as a live demo.

What is included

  • Deal pipeline (table and board)
  • Customers, contacts and leads
  • Tasks and reminders
  • Revenue by month and pipeline value
  • Team roles and invitations
  • CSV import/export

What you can customize

  • Fields and choice lists
  • Pipeline stages
  • Record names (e.g. Deals → Projects)
  • Saved views and dashboard cards

Known limitations

  • No email or calendar sync
  • No automatic follow-up emails
  • Beta limits: 3 apps, 5 people, 5,000 records per app

Customize with AI or by hand

Ask in plain English; Steadline shows the change before applying it, and every change can be undone. Or use the settings.

  • “Add a field for estimated deal size”
  • “Create a pipeline with Discovery, Demo, Proposal, Won, Lost”
  • “Show customers with open deals”

Integrations

CSV import and export. No email, calendar or accounting integrations yet.

Ownership and export

Export every record and note as CSV or JSON at any time. The CRM application itself runs on Steadline; a self-hostable copy is not available.

How ownership works

Pricing

Beta: no charge during the beta, with published limits. Pricing will be published before the beta ends.

Pricing details