Enough CRM to work every deal. No admin required.
Contacts, companies, and a pipeline you drag deals across — plus a weighted forecast and follow-ups that resurface on their own. Built for small US service teams, not a sales org with an ops person to configure it. Included in your $14 SB seat, alongside SB Time Tracker and SB Project Management.
30-day free trial · No credit card · Every feature included
Six things, done well.
Every one of them is on the one plan.
Deal pipeline
Drag deals across stages you name yourself, or work them as a sortable list. Cards show how long each deal has sat where it is.
Weighted forecast
Each stage carries a win probability, so open pipeline rolls up to a weighted number — with won-this-month and a 90-day win rate next to it.
Contacts & companies
One searchable place for every person and account, with deals, activities, notes, document links, and a change timeline on each record.
Follow-ups
Log a call, email, meeting, task, or deadline against any record. It lands in an agenda split into Overdue, Today, and Upcoming.
Web contact forms
Build as many embeddable forms as you need, pick the fields on each, and paste a line of HTML. Submissions arrive here as contacts.
Teams & access
Reps see their own accounts, managers see everything. Roles run Viewer to Company Admin, and key changes land in an audit log.
Move the card. That's the whole workflow.
Deals sit in stages you define — first call through closed-won — and you drag them along as they progress. Each stage shows the total value of the deals in it and how deals convert from that stage to the next, so you can see where the pipeline thins out. Cards flag how long a deal has sat in place, which is usually the first sign something has stalled. Prefer a table? The same deals work as a sortable, filterable list.
- Drag-and-drop board with stages you control
- Stage totals and stage-to-stage conversion
- Time-in-stage flags on every card
- List view with sort and filter
A number you can say out loud.
Every stage carries a win probability. Open deals roll up against those probabilities into a weighted forecast on the dashboard, next to what you've won this month and your win rate over the last 90 days. No spreadsheet, no report builder, no plan upgrade to see it.
- Weighted pipeline value by stage probability
- Won-this-month and 90-day win rate
- Open pipeline and what's due, on the dashboard
Open a company. See everything about it.
People and accounts live in one searchable list, and quick-find jumps you to any contact, company, or deal by name. Open a company and its deals, contacts, activities, notes, document links, and full change timeline are on one screen — not four tabs.
- Companies and contacts, searchable
- Quick-find by name across deals too
- Notes, document links, and a change timeline per record
- Shared customer directory — a company added here is a client in SB Time Tracker and SB Project Management
The follow-up you promised, back in front of you.
Log a call, email, meeting, task, or deadline against a deal, company, or contact. It shows up in an agenda bucketed into Overdue, Today, and Upcoming, and you check it off when it's done. In-app and email reminders fire when an activity is assigned to you or coming due, with an optional once-a-day digest each person tunes for themselves.
- Calls, emails, meetings, tasks, and deadlines
- Agenda split into Overdue / Today / Upcoming
- In-app and email reminders, per person
- Optional daily digest instead of per-event mail
Leads from your site, straight into the pipeline.
Build as many contact forms as you need — one per page or campaign — and choose which fields each one asks for. Paste the snippet on your site and every submission lands here as a new contact tagged "web form", with an optional email the moment a lead arrives. A hidden honeypot and a Cloudflare check keep the junk out. Each form takes your own color, font, and copy.
- Multiple forms, each with its own fields
- One-line embed snippet, served from forms.sbassistant.com
- Honeypot plus a Cloudflare challenge on every submission
- New-lead email notification, optional
- Your color, font, and button copy per form
Your book of business, and the door to it.
Team-based access keeps reps on their own accounts while managers see the whole board. Roles run Viewer through Company Admin, team leads manage their own rosters without waiting on an admin, and meaningful changes land in an append-only audit log. Bring contacts and companies in from CSV on day one, and export companies, contacts, and deals back out whenever you want.
- Teams with lead delegation — admins keep full control
- Roles from Viewer to Company Admin
- Append-only audit log
- CSV import for contacts and companies
- CSV export for companies, contacts, and deals
Deliberately not an AI product.
There is no assistant, no scoring model, and no credit meter in SB CRM. Deals move because someone moved them. That's the design, not a gap in the roadmap.
One plan. Nothing behind a tier.
| Feature | SB CRM | HubSpot Sales Hub | Pipedrive |
|---|---|---|---|
| Price — every feature included | $14 / seat / mo, one plan | Starter from $7 / seat / mo billed annually ($20 billed monthly); Professional from $90 ($100 monthly) | Lite $14, Growth $39, Ultimate $79 / seat / mo billed annually |
| One-time onboarding fee | None | Required — $1,500 on Professional, $3,500 on Enterprise | None listed |
| Weighted forecast | Yes — on the one plan | Not on Starter; forecasting starts on Professional | Forecast view and reports from Growth up |
| Embeddable web forms | Yes — on the one plan | Yes — free online form builder in the free tools | Web Forms via LeadBooster, included on Premium and Ultimate |
| Time tracking + project management on the same seat | Yes — both included | Not part of Sales Hub pricing | Projects (post-sales) on Premium and higher; no time tracking in the plan tiers |
| AI features | None — by design | Yes — plans bundle HubSpot Credits (500 Starter, 3,000 Professional) | Yes — AI-generated sales reports on Lite and up |