Close more deals with a spreadsheet style Sales CRM software

Organize your leads, track deals, enrich data with AI and automate follow-ups — all in one easy-to-use sales CRM. Customize your entire sales process and bring your sales team in one place.

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Trusted and loved by over 70,000 companies globally

With Stackby, we finally have our entire sales process in one place. The automated Sales CRM helps us track leads, manage pipelines, send follow-ups, enrich data with AI and generate reports without ever switching tools. From prospecting to closing, our end-to-end sales workflows are streamlined and effortless—Stackby has become the backbone of our sales team!

Anisa Avens, CEO of PeopleTransformation.ai

Centralize your leads & contacts

Stop juggling spreadsheets and scattered tools. Keep every lead, contact, and interaction in one organized, searchable workspace.

Track deals from prospect to close

Visualize your entire pipeline with drag-and-drop simplicity. Never lose sight of a deal and close faster with clarity.

Automate workflows & follow-ups

Eliminate repetitive tasks with smart automations. Send email reminders, assign tasks, and follow up at the right time—automatically.

Get Real-Time Sales Insights

Turn your data into actionable dashboards and reports. Spot bottlenecks, measure performance, and make decisions with confidence.

Supercharge your CRM with AI

Build AI enriched workflows and automations in minutes. Enrich company and people data, auto-classify your CRM, generate lead scores, summarize deals - all with custom AI field agents.

Get started with comprehensive Sales CRM templates

Quick start from pre-built CRM templates, and customize them exactly to fit your organizations' needs.

Bring data from anywhere and automate your Sales workflows

Integrate with existing tools, connect to no-code API connectors and automate your workflows.

See all integrations

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Sales CRM Software FAQs

How can I build a custom CRM for my business?

Stackby helps you build your own custom CRM in minutes, read this quick how to build a Sales CRM guide here. Just import from your spreadsheets/tools (Sheets, Zoho, Pipedrive, Monday, Airtable etc), add a custom prompt with Stackby AI co-builder or choose & customize from one of the 100+ Sales CRM templates. It's industry agnostic, you can mould it according to your needs and your team can adapt within a day. You can integrate your CRM with 5000+ tools using Zapier, Make, n8n or even bring data via API and custom webhooks.

Can I use it as a full fledged Sales CRM?

Absolutely. With 30+ unique field types, 8 visualization options, advanced form builder, reporting dashboards, internal automations, and custom activities on records, Stackby gives you everything you need to run a complete Sales CRM. You also get two-way email sync with Gmail and Outlook, so all conversations stay linked to your records.


Plus, with AI field agents, you can instantly enrich company and contact data, build custom prospect research trackers, and generate lead lists in minutes—making your CRM not just powerful, but smarter.

How can I integrate AI with the Sales CRM?

You can integrate AI with your CRM in multiple ways. First, you can build your CRM in seconds using custom prompts in our AI co-builder. Second, you can use AI field agents by choose your own models from OpenAI, Anthropic, Gemini and adding custom prompts to enrich, classify, summarize, categorize and generate content. You can use Stackby AI to enrich your leads and build your GTM motion using our prospect research, people enrichment and company enrichment templates.

I have additional questions regarding my CRM, can you help setup?

Our team is always ready to help! Just reach out to us on support chat, check out our help center or learn with your video tutorials on YouTube. If you’re interested in learning how Stackby works for larger teams, please contact our Sales team. If you’re an existing Stackby customer, we’re just an email or chat away. You can also schedule a demo with our team. We can also help you build your own custom CRM or migrate you from existing tools using our quick implementation service.

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