Simple CRM for small teams
The CRM that's easy to keep up to date.
Tell ChatGPT or Claude who you talked to and it logs the call, moves the deal and sets the next follow-up, or do it all in the dashboard. Every follow-up that's due waits in your Today view. One price per business, unlimited teammates.
Free signup credits · No credit card · Unlimited contacts and deals
Ask your AI agent
“Log my call with Priya at Apex Logistics. She wants a proposal by Friday, so move the deal to Proposal and remind me Thursday.”
Your agent does the data entry from one sentence. You see the whole pipeline in the dashboard when you want control.
Why deals die
Most small businesses manage leads in spreadsheets, inboxes and chat apps.
You know who your leads are. You just don't know which ones you were supposed to call last Tuesday. A deal that should have closed months ago is still sitting in your “to follow up” list. You're not disorganized. You just don't have a system that keeps up with you.
Leads fall through the cracks
A follow-up missed here, a call forgotten there. Good leads go cold because the timing slipped, and you only notice after they've gone quiet.
No visibility into the pipeline
You don't know which deals are hot and which are stalled until a client goes silent or a competitor gets there first.
Too much time on admin
Updating spreadsheets, writing follow-up emails from scratch, trying to remember who said what. It shouldn't take this long.
Pipeline view
Your full pipeline at a glance.
See every deal at every stage. Know exactly where each lead stands and what needs to happen next. No spreadsheet. No guesswork.
Alrite Constructions
Metro Pharma Ltd
Sunrise Hotels
GreenPath Foods
TechBridge Solutions
CityMart Retail
Apex Logistics
Horizon Builders
With ChatGPT or Claude
Let ChatGPT or Claude do the data entry.
Give Claude, ChatGPT, Codex, Cursor or another compatible agent access to your contacts, deals and follow-ups through MCP. Use the REST API for your own integrations.
https://api.lotscrm.com/mcp01
Connect LotsCRM
Add https://api.lotscrm.com/mcp in an agent that supports remote MCP, then sign in with your Lots account.
02
Tell it what to do
Ask it to review your pipeline, add a contact, update a deal or create a follow-up task. It works within your workspace permissions.
03
Review in the dashboard
See the same records in your contacts, pipeline and Today view. Your agent does the typing; you see every change and stay in control.
Features
Everything a lean sales team needs.
No bloat. No features you'll never use. Just the tools that actually move deals forward.
Contact management
Every lead, prospect, and customer in one place. Track company, role, and full contact history, always attached to the right deal.
Deal pipeline
Kanban-style board with custom stages. Move deals forward with one click. See what's stalled and what needs immediate action.
Activity tracking
Log calls, meetings, emails, and notes. Know exactly what happened on every deal and what's next, so your whole team stays aligned.
Follow-up tasks
Set a due date on a contact or deal. See overdue tasks in your Today view and track each follow-up through completion.
Team visibility
Everyone on your team sees the same pipeline. No more “did you talk to them?” conversations or duplicate outreach.
Notes and history
Full context on every deal, always in the right place. Add notes after every call, share them with the team, find them instantly.
Your product's users, not just leads
A User (signed up) stage between prospect and customer, and system events (signup, first payment, cancellation) on each contact's timeline, written by your AI agent or your own integration.
How it works
Your sales workflow, in three steps.
Add your leads
Import from a CSV or add manually. Your first workspace includes a sales pipeline that you can adapt to your workflow.
Track every deal
Move deals through stages as conversations progress. Log every call, meeting, and email. The full picture stays attached to every lead, automatically.
Work from your AI agent
Connect your compatible AI agent through MCP. Ask it to review open deals, organize contacts or create follow-up tasks, then review the results in your dashboard.
For agencies
A sales book for every client.
One workspace per client or business, each with its own contacts, pipelines and team. Invite client staff as viewers, add your own team free, and pay per workspace, never per seat.
Pricing
Pay per workspace. Everything else is unlimited.
A workspace is one business's sales book. Pick a plan for a fixed price, or pay per workspace with credits.
Starter
3 workspaces
Extra workspace: $4.00/month, paid from credits
Founders and small sales teams running one to three businesses.
- Unlimited contacts, companies and deals
- Unlimited pipelines and team members
- Today view, follow-ups and activity history
- CSV import and export
- MCP server and REST API for any AI agent
Pro
10 workspaces
Extra workspace: $2.90/month, paid from credits
Operators and consultants running sales for several businesses.
- Unlimited contacts, companies and deals
- Unlimited pipelines and team members
- Today view, follow-ups and activity history
- CSV import and export
- MCP server and REST API for any AI agent
- Includes LotsNotes Pro
Business
30 workspaces
Extra workspace: $2.63/month, paid from credits
Agencies and portfolios running many businesses.
- Unlimited contacts, companies and deals
- Unlimited pipelines and team members
- Today view, follow-ups and activity history
- CSV import and export
- MCP server and REST API for any AI agent
- Includes LotsNotes Pro
Need more workspaces than your plan includes? Each extra one costs that plan's own rate, paid from credits.
Pay as you go
$5.00 per workspace a month
No subscription. Paid from LotsTech Credits a little each day. Credits you buy never expire and work in every Lots product.
Start free
5,000 free credits
Eligible new users get 5,000 free credits, about a month of one workspace. No credit card.
Start freePrices in USD. Taxes are added at checkout where they apply. Unlimited is subject to fair use.
Questions before you get started
What can I do with LotsCRM?
Manage contacts and companies, track deals through custom pipeline stages, record activities, assign follow-up tasks and see what needs attention in your Today view. Import contacts from CSV and export loaded contacts and companies.
What is a workspace?
A workspace is an isolated sales book for one business or client. It has its own contacts, companies, pipelines, deals, activity history and members. Workspace capacity is the unit you pay for.
Can I use my own AI agent?
Yes. Connect https://api.lotscrm.com/mcp in an agent that supports remote MCP, or integrate the REST API at https://api.lotscrm.com. Your agent can read CRM context and make changes within your workspace permissions. Step-by-step setup for Claude, ChatGPT, Claude Code, Codex and Cursor: https://lotscrm.com/mcp.
Can LotsCRM track people who signed up for my product?
Yes. Give them the User (signed up) stage and record signups, first payments and cancellations as system events from your AI agent or your own integration. The stage records product use, not marketing consent. We run LotsTech's own users this way.
Does LotsCRM send emails or messages?
No. LotsCRM is the record of your sales work. Your agent drafts and sends messages with the tools you already use, then logs each one in LotsCRM, so every conversation sits on the right contact and deal. Follow-ups you schedule appear in your Today view.
Do I need a subscription?
No. Choose a plan for included workspaces or pay as you go from credits, charged daily. Extra workspaces on a plan cost that plan’s own rate, shown on the plan cards. Contacts, companies, deals, pipelines and team members are unlimited.
Can I stop paying for a workspace I no longer need?
Yes. Archive a workspace you no longer need; it stops counting toward your plan. The workspace owner archives it in Settings. Nothing in it is deleted, and the owner can restore it for 30 days.
What happens if I run out of credits?
Plan-covered workspaces remain available. Unfunded workspaces become read-only: you can still read and export your data. Nothing is deleted. Add credits or change your plan to restore editing.
Can I control team access?
Yes. Workspace roles are owner, admin, manager, member and viewer. Viewers can read but cannot edit. Team and pipeline administration requires owner or admin access. Teammates sign in with a free Lots account.
Can I change or cancel my plan?
Yes. Existing paid subscribers manage their plan through Polar’s customer portal from Billing. Purchased credits never expire and are usable across Lots products.
Is my data safe?
Your data is encrypted and backed up every night, with a locked copy at a separate provider, and we test our restores. You sign in with Google or an email code, so there's no account password to steal. You can export your data and delete your account at any time. You can export your contacts to CSV whenever you like. How we protect it: www.lotstech.com/security
Part of LotsTech
Part of your Lots workflow.
LotsCRM is part of LotsTech. Use the other Lots products alongside your CRM, with purchased credits usable across the ecosystem.
A CRM that keeps up with you.
5,000 free credits to start. No credit card. No setup fee.