Stage 1
Discovery
Learn the account.
A shared CRM for teams and agents
Companies, contacts, deals, and next steps in one shared CRM. For B2B teams and agencies, with MCP for the agents you already use.
Free pilot. Invitation required.
Companies, contacts, deals, and next steps. For your team, your agents, and your next move.
01Workflow
The whole sales story, connected.
- 1
Start with the company
Keep the account, its people, and shared context together.
- 2
Know the right contact
See who owns the conversation and what happened last.
- 3
Move the deal forward
Use a pipeline that fits your sales process, including project fees and retainers.
- 4
Make the next step clear
Link tasks and follow-ups to the deal so the work has an owner.
02Sample
Click around. It's all linked.
Switch between B2B and agency. Open a record. Complete the task. Nothing here touches a real workspace.
Sample workspace
Sample dataOne account, one shared view of the next decision.
Deal
Team rollout
Deal value
$12,000
- Contact
- Morgan Lee
- Company
- Cedar Systems
Explore the sample. Changes here do not affect a real workspace.
03Pipeline
A pipeline shaped like your sales.
B2B preset shown. Agencies get their own, with project fees and retainers. Every stage is editable.
Stage 2
Qualified
A real fit.
Stage 3
Proposal
Terms on the table.
Stage 4
Negotiation
Details settled.
Stage 5
Won
Deal closed.
Stage 6
Lost
Closed, history kept.
Example agent workflow
“Find the next step for Cedar Systems and add a follow-up task.”
- Read the linked company, contact, and deal.
- Add the task within the agent's allowed scope.
- Record the change in the workspace audit history.
Sample request and steps. This page does not connect an agent.
04For agents
A CRM your agents can work in.
MCP is part of the workflow. Give an agent scoped access to find records, add context, and make direct CRM updates with the same rules as your team.
Access stays tied to your organization and permissions. Sending outreach and publishing messages stay in human hands.
Set up MCP after sign-in05Outreach
Outreach stays in human hands.
Prepare the message, copy it, open LinkedIn, and send it yourself. No scraping. No automatic sending.
06Pilot & pricing
Start together. Keep it simple.
Lead Hunter is a free, invite-only pilot. Join your invited workspace and bring the team into one sales flow.
Current pilot
Free
Invitation required. No payment needed.
Future paid plan
$99USD / organization / month
Before tax. All members and features included.
Optional AI uses your own key, with separate charges from your provider. Billing is not active during the pilot.
Before you join.
How do I join the pilot?
You need a valid invitation. Use the link in your invitation to create an account or join with an existing account. Public signup does not create an organization or grant workspace access.
Do I need an AI key?
No. The CRM works without AI. To use the optional in-app AI tools, your organization can add its own key. Your AI provider charges for that use separately.
Can an agent change CRM records?
Yes. An authorized agent can make scoped CRM updates through MCP. It uses the same access rules and audit history as the app. Private data stays within the user's permissions.
Does Lead Hunter send LinkedIn messages?
You prepare the message, copy it, open LinkedIn, and send it yourself. Then you record the outcome. Lead Hunter does not scrape LinkedIn or send messages automatically.