The CRM that runs your follow-up
Contacts, pipelines, tasks, calendars, and communications in one place — with optional AI that can operate every part of it for you. Built for service businesses that live or die by speed-to-lead.
The platform is in active development. Early-access workspaces are onboarded personally — book a call and we'll set you up.
Simple, honest pricing
Every plan includes your own isolated workspace and database. Usage-based costs (phone, SMS, AI) are metered transparently — you see exactly what you use.
Core CRM
For teams that need their follow-up organized.
- 1 user seat included
- Additional seats $15/user/mo
- Contacts & companies
- Pipelines & deals
- Tasks & calendars
- Unified communications†
- Social planner
- Standard reporting
- Platform AI
- White label
Pro Scale
For teams ready to automate and scale.
- 5 user seats included
- Additional seats $15/user/mo
- Everything in Core CRM
- Advanced CRM modules
- AI utilities across the CRM
- Automated website & funnel builder
- Advanced reporting & automation
- Transparent usage-based AI pricing
- White label
Enterprise Lead Automation
Everything in Pro Scale, plus our done-for-you growth service — we run it, managed end to end.
- Everything in Pro Scale
- High-quality backlinks
- On-page optimization
- Unlimited web copy
- 2 blog articles per week
- 50 focus target keywords
- Lead-generation campaigns with transparent tracking of every lead we deliver
- Free backlinks for your site
White-Label Agency — $350/month
Resell the whole platform under your own brand: full white-label branding, custom domains†, client workspace provisioning, your own retail pricing, agency-level reporting, and wholesale usage billing. Unlimited internal seats*.
*Subject to fair-use policy. Phone numbers, SMS, call minutes, storage, and AI usage are billed based on metered use at transparent rates shown before you enable each feature. Enterprise Lead Automation is a done-for-you service delivered by the Umby team — pricing is scoped on your call.
†Unified communications and custom domains are switched on once your telephony, mailbox, and domain connections are provisioned during onboarding — we’ll confirm the timeline with you before you subscribe.
AI that operates the CRM — when you want it to
Everything works with ordinary clicks and keyboards. But turn on the assistant and you can say things like "Summarize the Johnson job, draft an email to the foreman with the latest estimate, and remind me Friday if he hasn't replied" — and it happens, with your permission rules enforced at every step.
You control exactly what AI can see and do: read-only, draft-only, confirm-first, or trusted automation for low-risk actions.
Want a CRM that fits how you actually work?
Tell us about your business and we'll show you what your workspace would look like.
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