Bobby CRM
Bobby CRM helps small sales teams (1–30 people) manage their contacts, companies, deals, and sales pipeline — without the complexity of enterprise tools.
Key features
Section titled “Key features”- Pipeline-first design — drag-and-drop Kanban board for managing deals
- Contacts & companies — organize your relationships with filters, tags, and custom fields
- AI assistant — ask questions about your data, create records, and get suggestions
- Email sync — connect Gmail or Outlook to see email history on every contact
- Team collaboration — invite your team with role-based permissions
- Multi-language — available in English, French, and Dutch
- Import/export — bring your data in via CSV, export any view
Getting started
Section titled “Getting started”New to Bobby CRM? Start here:
Feature guides
Section titled “Feature guides”| Section | What you’ll learn |
|---|---|
| Contacts | Create, filter, and manage your contacts |
| Companies | Organize contacts by company |
| Deals | Track deals through your pipeline |
| Activities | Log calls, emails, meetings, and tasks |
| Connect your email account for auto-sync | |
| AI Assistant | Use AI to search, create, and analyze your data |
| Settings | Configure your CRM |
| Team | Manage roles and permissions |