Describe the CRM you need in plain English. ImpactiveAI configures your account to match — pipelines, modules, workflows, and fields set up exactly as you want them, live from day one.
Free plan available. 14-day free trial of the AI-customised version — no credit card required.
Most CRMs make you fit their mould. ImpactiveAI moulds itself to you.
Every pipeline stage, module, and workflow is configured for your specific business — not a generic template you have to hack into shape.
Tell us what you need in plain English from inside the app. No IT project. No developer. No weeks of configuration. Just describe it — we handle the rest.
Your 14-day free trial starts with a CRM already shaped around your business. No blank slate. No endless onboarding. Ready to use on day one.
No technical skills needed. You describe what you want — in plain English, from inside the app. We do the rest.
Use the in-app customisation request to describe what you need. "I want a pipeline stage called Proposal Sent" or "add a field for contract value" — plain English, no jargon.
The ImpactiveAI team reviews your request and configures your account to match — pipelines, fields, modules, workflows, and settings tailored to you.
You get a notification when your customisation is live. No waiting around, no guessing. Just log in and your CRM is exactly how you asked for it.
The full platform — configured to match your business from day one.
Drag-and-drop deal stages with visual pipeline management
Monitor monthly hours, auto-sync from Everhour
Create invoices, push to Xero, track payments
IMAP/SMTP sync with AI-powered drafts and contact extraction
Role-based access with custom permission groups
Smart email replies, lead extraction, and workflow automation
Share retainer reports via secure links — no login needed
Xero, Asana, Everhour — connect your existing tools
ImpactiveAI connects natively with Xero, Asana, and Everhour — and through Zapier, links to 7,000+ apps including Gmail, Slack, Stripe, Mailchimp, and more.
Every paid invoice can automatically allocate a percentage to charitable giving. You choose the causes — ImpactiveAI handles the mechanics. Great for businesses that want their commercial success to create real-world impact.
Start free or begin a 14-day free trial of the AI-customised version. No credit card required. No blank slate.
