The CRM for growing sales teams

Grow every deal
from one record.

Bring your sales, marketing and service data together

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CRM built for growth

From first call
to closed won

Manage contacts, move deals through your stages and let follow-ups go out on time. No lead waits a week in someone's inbox.

4.8 from 1,240 reviews
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Built for the long run

From first lead to
long-term customer

Every call, email, ticket and renewal lands on the same record. Account managers see what sales promised. Support knows who to call before the customer does.

  • One timeline per contact and company, deduplicated by email and domain
  • Renewal dates and health scores next to the original deal
  • Tickets from Services show up on the deal that sold them
SL
Sofia LindqvistPurchasing Director · Norhaven Hotels
Customer
OwnerDaniel ReyesLifetime value$134,400Health92RenewalMar 2027
TimelineDeals 2Tickets 1Notes

  1. Downloaded the wholesale price listWebsite form · Mar 4, 2025

  2. Meeting booked with Daniel ReyesFrom the sequence "Hotel buyers, spring" · Mar 6

  3. Deal created: annual produce supply$96,000 · 3 hotels · Mar 11

  4. Tasting presentation at Norhaven BayPresentation scheduled · Apr 2

  5. Closed won$96,000 · signed Apr 18

  6. Ticket #1182: late delivery, resolved in 3 hKarim Haddad · Jun 9

  7. Expansion: 2 more hotels+$38,400 · signed Oct 9, 2026

Seven tabs.
Every team on the same record.

Sales, marketing and service each get a workspace built for their job, and all of them read and write the same contacts.

Contacts

People and companies in one table. Duplicates merge by email and domain, and every row shows the last time anyone spoke to them.

Open Contacts
Search 4,812 contactsAllLeadsCustomers
NameCompanyLifecycleOwnerLast touch
ARAna RuizGreenleaf SchoolsLeadPriya R.just now
SLSofia LindqvistNorhaven HotelsCustomerDaniel R.2 h ago
MBMarcus BellHarbor & VineQualifiedTom B.yesterday
HTHana TakedaLittle Fern CafésEngagedNiamh D.Oct 8
OAOlu AdeyemiCobalt GrocersCustomerKwame A.Oct 7

Conversations

Email, chat and SMS in one shared inbox. Assign a thread, reply as the team, and the message is filed on the contact automatically.

Open the inbox
  • MB

    Marcus BellCan you send the winter menu pricing?

    4m
  • HT

    Hana TakedaDelivery window for Saturdays

    22m
  • OA

    Olu AdeyemiInvoice 2291 paid, thanks

    1h
Marcus Bell

Hi team, can you send the winter menu pricing for both Harbor & Vine locations? We decide on Friday.

Tom Becker

Reply as Sales team

Marketing

Campaigns measured by meetings booked, not opens. Audiences come from live CRM filters, so a new lead joins the right list the minute it lands.

Open Marketing

  • Winter menu launchRestaurants · 1,940 contacts

    Sending
    64% sent

  • Hotel buyers, autumnHotels · 612 contacts

    Sent
    48%opened9.1%replied31meetings

  • School lunch programmeSchools · 284 contacts

    Oct 14
    3emails2calls1SMS

Sales

The pipeline from the top of this page, plus a scoreboard every rep can read: revenue, deals won and distance to goal, per person.

Open the pipeline
Rep, last 90 daysClosed wonDealsWin rateGoal
Daniel Reyes$1.02M19846.2%
Priya Raman$941k18744.0%
Tom Becker$812k17141.5%
Kwame Asante$659k14239.8%

Services

Tickets with SLA timers, linked to the deal that sold the account. When a renewal is at risk, the owner sees it before the call.

Open Services
  • High

    #1204 Missing crates on Tuesday deliveryHarbor & Vine · Karim H.

    1h 12m leftOpen
  • Normal

    #1203 Update billing contactCobalt Grocers · Niamh D.

    5h leftPending
  • Low

    #1199 Request allergen sheetsLittle Fern Cafés · Karim H.

    MetResolved

Automation

Sequences that send, wait, call and branch on replies. They stop the moment a contact answers, so nobody gets a follow-up after saying yes.

Open Automation
Hotel buyers, autumnActive · 612 enrolled

  1. Email: seasonal price listDay 1 · 52% opened

  2. Wait 2 business daysSkips if they reply

  3. Call task for the ownerDay 3 · 74% completed

  4. If meeting booked, move to Appointment scheduled31 moved this month

Reporting

Revenue, win rate and cycle length with the filters you already use. Click any bar to see the deals behind it.

Open Reporting
Closed won, last 6 months$7.74MWin rate, 90 days42.1%Avg. cycle23 days
AprMayJunJulAugSep
Direct Timeline by AI

Ask the pipeline.
Get an answer from your own records.

Type a question the way you would ask your sales ops lead. Crest reads deals, activity and owners, then answers with the records it used, linked.

Answers only use your workspace. Nothing is used to train models.

Direct Timeline by AIAISales · Rolling 90 days
crest-AI
A sales team working at shared desks in a bright office, one rep on a headset call

Drag a deal.
The forecast follows.

Move a card and Crest updates the stage, the probability and the quarter's forecast in the same second. Reps keep the board current because it takes one gesture.

Forecast, Q4$1,316,040Closed won, 90 days875

Qualified to buy

Cobalt GrocersWeekly produce · $31,200KA
Little Fern CafésBakery range · $14,800ND

Presentation scheduled

Harbor & VineWinter menu · $84,000TB
Greenleaf SchoolsLunch programme · $52,500PR

Closed won

Norhaven Hotels2 more hotels · $38,400DR
A mown path winding up a green hill under a deep blue sky

Live in an afternoon.

Most teams move off spreadsheets before the end of the day.

  1. 01

    Import what you have

    Upload a CSV or connect Gmail and Outlook. Crest maps columns, merges duplicates and shows a preview before writing anything.

    Average import: 4,800 contacts in 6 minutes
  2. 02

    Name your stages

    Start from the five-stage pipeline or rename it. Add the fields a deal needs before it can move, like budget or decision date.

    No code, no consultant
  3. 03

    Let Crest follow up

    Turn on a sequence for new leads. Emails and call tasks go out on schedule and stop when someone replies.

    Teams reply 9x faster in month one
Two colleagues reviewing a laptop together by a window

tidewellFood wholesale · 38 sellers

"We had six tools and nobody trusted the forecast. Now the board is the forecast, and every inbound lead gets a reply before lunch."

Amara OseiVP Sales, Tidewell Foods

  • 41 minfirst reply to inbound, down from 9 hours
  • 27%win rate, up from 18% in two quarters
  • 6 → 1tools replaced, from spreadsheets to inbox

Works with the tools
your team already opens.

Two-way sync for email and calendars, native payments and accounting, and a public API for the rest. 120+ integrations, all included on every plan.

Priced per seat.
Viewers are free.

2 months free yearly

Starter

For teams up to 5 sellers

$19per seat / month

Start free trial
  • Contacts and companies
  • One pipeline, drag and drop
  • Shared inbox for email
  • 2 active sequences

Growth Most teams

For sales teams of 5 to 100

$49per seat / month

Start free trial
  • Everything in Starter
  • Marketing campaigns
  • Unlimited sequences
  • Direct Timeline by AI
  • Forecast and goals per rep

Scale

For sales and service together

$89per seat / month

Talk to sales
  • Everything in Growth
  • Service desk with SLAs
  • Custom objects and fields
  • SSO, audit log, EU or US hosting
  • Named success manager

Questions teams ask
before they switch

Tall green grass on a hillside under a clear blue sky

Still deciding? Open the demo workspace and move a deal yourself.

Can we import from our current CRM?

Yes. Upload a CSV or connect an export from HubSpot, Pipedrive or Salesforce. Crest maps fields, merges duplicates by email and domain, and shows a preview before anything is written. Most teams finish in an afternoon.

How does Direct Timeline by AI use our data?

It reads only your workspace's records and answers with links to the deals and contacts it used. Prompts and answers are not used to train models, and admins can turn it off per team.

What counts as a seat?

Anyone who edits records. Read-only viewers, for example finance or leadership, are free on Growth and Scale.

Is there a free trial?

14 days on the Growth plan, no card needed. If you pick a plan your data stays. If you leave, export everything as CSV in one click.

Where is our data stored?

In the EU (Frankfurt) or the US (Virginia), chosen when you sign up. Data is encrypted at rest and in transit, with daily backups kept for 35 days.

Can we change stages and fields later?

Yes. Admins edit stages, required fields and lifecycle rules without code. Changes apply to new and open deals, and closed deals keep their history.

Put your next deal
on the board today.

14 days free on Growth. No card. Import takes an afternoon.

Get StartedSee the live dashboard
Concept · AriadnePT