Day 1
start selling
5 min
setup to first lead
80%
less than Pipedrive
For small sales teams
Built for how small teams actually sell
Same features as Pipedrive Professional—visual pipeline, automations, lead scoring, AI insights—at $19/user instead of $49.
Set up in minutes, not weeks
CSV import, pipeline builder, automations—ready from day one
AI-powered daily briefings
Every morning, AI analyzes your pipeline and highlights what needs attention.
Automations at $19/user
Competitors charge $49/user extra. We include them.
60-day guarantee
Full refund if you don't close more deals. No questions.
No credit card required · 14-day free trial · 60-day money-back guarantee
All Features
Everything you need to close more deals
Daily Action Screen
My Day
Open myday and see exactly who to call, which deals need attention, and what's slipping. Sorted by value and urgency — zero guesswork.
Morning Summary
At a glance: overdue count, due today, next scheduled call, and pipeline value closing this week. Everything you need before your first sip of coffee.
Quick Actions
Call, email, mark done, or reschedule — right from the My Day list. One-tap actions on mobile. No navigating to separate screens.
Pipeline Management
Lead Management
Lead Scoring
Configurable rules that automatically score leads based on their attributes. Focus on the hottest prospects.
Explore feature page →Web-to-Lead Forms
Embeddable forms that capture leads directly into your CRM. Rate limiting and duplicate detection included.
Lead-to-Deal Conversion
One-click conversion from qualified leads to deals. Automatically creates contacts and links everything together.
Explore feature page →Workflow Tip
Connect My Day, Pipeline, and Lead Scoring
The biggest gains usually come from combining daily prioritization, visual deal flow, and automated lead ranking.
Communication
Activity Tracking
Log calls, meetings, and notes with duration and outcome tracking. See the full history of every relationship.
@Mentions in Notes
Tag team members in notes and activities. Collaborate on deals without leaving the CRM.
Contact Management
Track every touchpoint with contacts. Link contacts to deals and companies. See the full relationship history.
Automation & Scheduling
Workflow Automations
Trigger actions when deals change stages, leads go stale, or contacts need attention. No code required.
Calendar & Booking Pages
Share availability links so prospects can book meetings without the back-and-forth. Syncs with your calendar.
Follow-up Reminders
Daily email digests of overdue and due-today follow-ups. Never let a hot lead go cold again.
Team & Organization
Role-Based Permissions
Owner, Admin, Sales Rep, and Viewer roles. Control who can see, edit, and delete records.
Team Activity Feed
Real-time stream of all team actions. See who logged calls, moved deals, and closed wins.
Activity Streaks
Gamification that rewards consistency. Track consecutive days of activity to build good habits.
Data & Reporting
Custom Fields
Add text, number, date, dropdown, and checkbox fields to leads, deals, and contacts. Capture what matters to you.
Pipeline Forecasting
See committed, best case, and pipeline values. Track progress against revenue goals.
CSV Import/Export
Bring your data from spreadsheets or other CRMs. Export anytime—your data is always yours.
AI & Insights
AI-Powered Daily Briefings
Start each day knowing exactly what needs attention. AI analyzes your pipeline and surfaces the most important actions.
Performance Insights
AI analyzes your pipeline daily to highlight what's working, flag at-risk deals, and suggest where to focus.
Smart Recommendations
Daily briefings surface which deals need attention, which leads are going cold, and what actions to take next.
Switching from another CRM?
See how myday compares feature-by-feature — and learn how we make the switch painless.
Your leads won't wait. Neither should you.
Every day without follow-up reminders, deals go cold. Start your free trial now — import your data and see your prioritized action list tomorrow morning. From $19/user/month.
14-day free trial · No credit card required · 60-day money-back guarantee