Stop tracking customers in a spreadsheet.
Built-in CRM that captures form submissions from your website, calls and texts from your business line, and emails from your custom-domain inbox. One place for every customer conversation.
CRM, plainly.
Most founders track customers in a Google Sheet. It works until it does not, around 50 to 100 leads. Then names get duplicated, deals fall through the cracks, follow-ups get missed, and you cannot remember when you last talked to anyone.
A CRM is the database of every customer interaction. Contacts (people), companies (their employers), deals (potential or closed sales), activities (calls, emails, meetings, notes). Most CRMs require manual data entry; ours auto-captures from your business email (every email logged), business phone (calls and texts logged), and website (form submissions become leads).
Pipeline view shows deals at each stage (lead, qualified, proposal, won, lost). Reports show win rate, average deal size, sales cycle length. For small teams, the basics matter more than the bells and whistles. We deliberately keep it simple.
Common situations.
What is included.
- Unlimited contacts, companies, and deals
- Customizable pipeline stages
- Email integration (your custom-domain inbox)
- Phone integration (your business line)
- Website form capture
- Notes, files, and tasks per contact
- Reports: pipeline value, win rate, activity
- Custom fields for industry-specific tracking
- Mobile and desktop apps
Four steps. We handle the rest.
How we compare.
- $9/user or free on Growth
- Auto email + phone capture
- Form capture native
- Custom pipelines
- Single bill with formation
- Cancel anytime
| HubSpot | Pipedrive | Salesforce | File.Business | |
|---|---|---|---|---|
| Per user/mo | $45+ | $15-$50 | $25+ | $9 / free Growth |
| Auto email capture | yes | paid | yes | yes |
| Phone integration | paid | paid | paid | included |
| Form capture | paid | paid | paid | included |
| Single bill with formation | no | no | no | yes |
“I tracked clients in Notion until I had 80 of them, then it became unworkable. CRM auto-pulled my email history. Suddenly I could see who I had not followed up with in three months.”
The File.Business Promise
If we miss a deadline on a service you pay us to manage, we cover the penalty. If you change your mind within 60 days, we refund our fee in full. Your data stays yours, always.
Common questions.
Will this replace Salesforce?
Auto email capture?
Phone calls?
Form capture from website?
Custom fields?
Pipeline stages?
Reports?
Multi-rep teams?
Mobile?
Free on Growth?
Goes well with this.
Activate CRM in about 5 minutes.
Tell us a few details. We do the rest. You get a single dashboard for everything.
On the $129/yr Compliance Annual Filings plan, we cover state late fees.
When you autofile your annual report through the $129/yr plan and we miss the deadline, we pay the state's late fee. The guarantee applies to that specific plan and the filings it includes. Other File.Business services are billed at the prices on this page.