Visual CRM for B2B sales teams
Bundi puts every contact, deal and follow-up on one drag-and-drop board, so reps always know the next move and managers see the miss before the quarter does.
Get startedPipelines these teams open before their first coffee.
Features
Five things your current CRM makes you do by hand, handled on the board instead.
01 · Pipeline
Most CRMs hand you a funnel drawn by someone who has never carried a quota. In Bundi you rename every stage, set its win odds, and drag deals across with one hand. Everyone sees the move the second it happens.
02 · Lead scoring
Opens, replies, pricing-page visits and company fit roll into one number that updates itself. Reps start the morning on the 91, not on whoever left the longest voicemail.
03 · Contact profiles
Every email and call lands on the contact it belongs to, not in somebody's inbox. When a rep is out, a teammate opens the profile and picks up mid-sentence.
04 · Forecasting
Live numbers instead of a Friday spreadsheet. Bundi weights every open deal by stage, sets it against quota, and shows the gap while there are still weeks left to close it.
05 · Follow-ups
Build the sequence once: a day-two nudge, a day-four call task, a day-nine close-the-loop note. Bundi sends, schedules, and stops the moment the buyer replies.
Getting started
Three moves between an empty board and a team that drags its own deals.
Link email and calendar. Contacts, threads and meetings import themselves and land on the right profile.
Name your stages, set the win odds, and choose how much engagement counts against fit in the score.
Invite the reps. They drag, scores move, and the forecast updates in the same minute.
Works with your favorite tools
Deal alerts in the channel, feature asks on the account that made them, contracts on the deal. No migration weekend.
Plans
Every plan starts with the same board. Pick how much of the revenue picture you want stacked on top. Prices in USD.
One rep, one board, nothing to pay.
$0per month
The whole team on shared boards, with scoring doing the sorting.
$49per month
For managers who owe a number: forecasts, roles, automation and a human who onboards you.
$549per month
From the floor
I used to learn a deal had gone cold at the forecast call. Now the weighted forecast shows the gap the week it opens, before the rep has even noticed.— Devon K., Sales Manager, Copperline Sales
The lead score reorders my morning. I start with the buyer who opened the proposal three times, not the one who left the longest voicemail.— Rina T., Head of Sales, Larkspur Software
Two of us run sales and we never double-email anyone now. The contact timeline shows who said what, to whom, on which day.— Owen P., Founder, Ironbark Training
Pick a plan, drag a deal
Set up the board today and watch the forecast react to the first deal you drag.
