The CRM that updates itself
Accounts arrive with their contacts and the evidence that found them. Stages move when messages send and buyers reply, and an AI agent tells you what to work next.
As seen on
VP of Revenue Operations
Logistics software company
- New
- In conversation
- Deal
Why this account
Hired a new CRO in September who plans to double the sales team by spring.
- Found by request
- RevOps leaders at software companies with a new CRO
- Note
- Asked for a call after their Q4 planning
Trusted by growing sales teams
What's in the AI CRM
Accounts, contacts and deals
One board each, with their own stages
Stages that move themselves
Sends and replies update the record
AI pipeline search
Ask in plain English, get the list
Signals
Weekly checks on the accounts you watch
An agent that does the busywork
Deals, notes, tasks and stage moves
How the AI CRM works
Leads from AI sales prospecting and your own imports land as companies with their contacts, so your team works every account from one record instead of a spreadsheet.
Leads arrive with evidence
Each account keeps its contacts and the "Why this account" note that explains the fit. Import your own lists from a spreadsheet too.
The pipeline updates itself
When a message sends or a buyer replies, the account and contact move to the next stage on their own, and every touch lands on the outreach timeline.
Qualify into deals
Leadpoet suggests the conversations worth turning into deals. Accept one, set its value and move it to close, with the request that found it on the record.
Ask your pipeline anything
The Agent reads your accounts, replies, deals and Signals before it answers. It drafts the changes, from a new deal to a follow-up task, and nothing happens until you press Run.
Which conversations should become deals?
- Reading replies
- Reading your pipeline
One is ready. The Head of Revenue Operations at a Series B fintech asked for a demo next week, and the account has no deal yet. Two other replies asked to talk next quarter, so I'd add a task for each instead.
Create a deal for a company
Create a deal for the Series B fintech in the first deal stage.
- Name
- Series B fintech demo
- Company
- Series B fintech
Adds a new record. Nothing changes until you press Run.
See which targeting turns into deals
Every deal keeps the request and the evidence that found it, so you can see which ICPs and signals turn into deals, not just replies.
- Deal stages and values from first call to close
- The request and evidence behind every deal
- Pins and notes for the deals that need attention
Deal
Regional 3PL
COO
- Discovery
- Proposal
- Negotiation
- Closed won
- Found by request
- Operations leaders at 3PLs opening new warehouses
- Why this account
- Opened two warehouses in Texas this year and is hiring 40 warehouse staff.
Find any account in seconds
Search your pipeline the way you'd ask a teammate, and save the ICP, request and owner filters you use every day as views.
AI search
"Fintech accounts we reached out to this month" returns that list.
Saved views
Your ICP, request and owner filters, one click away.
Notes and tasks
Notes on every record, tasks on every contact.
Signals
Watch an account for new jobs, funding, news, technology and role changes.
Use it as your CRM, or next to HubSpot
Run your pipeline in Leadpoet, or connect HubSpot and keep working there. Our HubSpot app adds your Leadpoet leads as new contacts and leaves your existing records alone.
New contacts only
Contacts already in HubSpot are skipped, never changed.
Your stages in HubSpot
Each contact we create shows its Leadpoet stage.
Any other CRM
Export to Excel, or use the workspace API and MCP.
On every plan
The CRM and HubSpot connection are free, including Free.
“Leadpoet streamlined our lead research so our team spends more time selling and less time searching.”
Timon Agar
Sales & Customer Success, Chutes AI
Fill the pipeline and work it
The AI CRM works best with the accounts and conversations that feed it.
Plans and pricing
The AI CRM and HubSpot connection are on every plan. Paid plans add credits for verified accounts, saved straight to your pipeline.
- Launch
- $100 a month for 200 credits, up to 20 accounts with one contact each, and 1 email inbox and one LinkedIn account. Includes everything in Free and company & role targeting.
- Free
- $0 for the company and contact pipeline, email or LinkedIn outreach from one sender (an email inbox or a LinkedIn account), AI pipeline search, HubSpot, Slack and webhooks, and Excel (.xlsx) export. Paid plans add monthly credits for verified accounts.
- Credits
- An account with one contact uses 10 credits, each extra contact 5 more and each mobile number 1. You only pay for delivered accounts that match your ICP and show active intent.
- Billing
- Monthly, with no annual contract. Cancel in your account before your next billing period.
- Accelerate
- $500 a month for 1,000 credits, up to 100 accounts with two contacts each, and 5 email inboxes and two LinkedIn accounts. Includes everything in Free, company & role targeting and onboarding & priority email support.
Frequently asked questions
What is an AI CRM?
An AI CRM does the record keeping for you. In Leadpoet, accounts arrive researched, stages update when messages send and buyers reply, and an AI agent suggests deals, tasks and next steps that you approve.
Can Leadpoet replace my CRM?
Yes, if you want it to. Run your accounts, contacts and deals in Leadpoet. If you use HubSpot, keep it: the Leadpoet app adds new contacts and never changes your existing records.
Does it work with CRMs other than HubSpot?
Yes. HubSpot has a native Leadpoet app for US-hosted HubSpot accounts. For Salesforce, Pipedrive or any other CRM, export your leads to Excel or use the workspace API, on any plan. The Scale plan includes custom integrations.
Can I bring my own leads?
Yes. Import accounts and contacts from a .csv or Excel file, and they work like any other record: stages, deals, notes, Signals and the Agent.
How do I prioritize leads?
Ask the Agent what to work first, or read each account's "Why this account" note and mark it a good fit or not. Pin the contacts and deals you want to keep in view.
How do you check contacts?
Before delivery we check that each contact works at the company in the role you asked for, and you only pay for accounts we deliver.
Can I cancel anytime?
Yes. Launch and Accelerate are billed monthly with no annual contract, and you can cancel in your account before your next billing period. Scale is set by agreement.
Where does the evidence come from?
We check more than 25 sources of buying signals, such as funding rounds, hiring, technology adoption and leadership changes. Each account's "Why this account" note explains the evidence behind it.
Your next customers are looking for you.
Leadpoet helps you find them.
Leadpoet has delivered high quality target companies and contacts based on key data measures that other sources can't provide.
