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A simple CRM you can build around

Pipeline, contacts, campaigns, quotes and invoices come as standard. When your process needs something the product does not do, we build that in. Every CRM has the same 80 per cent. Start on a free trial with your own data, and tailor it only where you need to.

Free trial on your own data · no card · we set it up with you

app.codnity.com/crm
Live demo
Dashboard
Welcome back, Karlis
Your sales pipeline at a glance.
This is the default overview. Click New dashboard to build a custom layout for your team.
PipelineJun 23 – Jul 22
$552.5K
— no prior data
WonJun 23 – Jul 22
$67K
— no prior data
Win rateJun 23 – Jul 22
100%
100pts vs prev period
By industryJun 23 – Jul 22
15total
Information Technology33%
Logistics & Supply Chain20%
Marketing & Advertising13%
Manufacturing13%
Other20%
Won over time
$67K cumulative in range
Jun 23 – Jul 22
JunJul
Deals by stage
Jun 23 – Jul 22
2
Lead
3
Qualified
3
Proposal
6
Negotiation
1
Won
0
Lost
Live demo · the real product on sample data

Drag deals between stages, open the quick-create button, click a contact, switch views - it all runs on sample data.

Get a free trial

Free trial on your own data · no card · we set it up with you

Trusted by growing companies

It is a working CRM before we change anything

Contacts, companies, deals, pipeline, quotes, invoices, email sync. Your team can run on it as it is - nothing here is where your business is different.

JB
Janis BerzinsCEO · Baltic Tech Solutions
Sent To Lita · Today, 10:01
Re: AI Infrastructure - next steps
Received From Lita · Yesterday
Looks good. Budget is approved.
Call Karlis V. · Jul 15
Discovery call - strong fit
Contacts & companies

Every email, call and note on one timeline

Open a contact and see the whole relationship in order - every email, call, note and meeting, with the deals and quotes attached. Anyone on the team can pick up the thread without asking around.

  • Full communication history per contact
  • Send and receive email in-app (Outlook / Gmail)
  • Notes, calls and meetings logged in one place
Quick actions
Quick actions

Log anything in two clicks, from any screen

The quick-action button follows you everywhere. Log a call, add a note, file a field report, create a task, add a deal or schedule a meeting without leaving what you were doing, so the CRM actually gets updated.

  • One button, six actions, on every screen
  • Field reports for on-site visits
  • Nothing falls through the cracks

Works with the tools you already use

Your mailbox, calendar, comms, docs, accounting and payments - plus 30+ more, or connect anything through our API.

Q3 Outbound · 3-step sequence · active
1 Email · on enrollment
A quicker way to run {{company}} pipeline
2 Email · wait 2 days
One place for deals, email and quotes
3 Email · wait 3 days
Last note from me
Email campaigns

Multi-step sequences from your own mailbox

Build a sequence, enroll a contact list, and let it send from your own address. Replies pause the sequence automatically, so no one gets a follow-up after they have already answered. No separate email tool.

  • Multi-step sequences with wait steps
  • Personalisation tokens like {{first_name}}
  • Auto-pause on reply, replies tracked per contact
NumberAccountStatusTotal
Q-0003Scandinavian Logisticsdraft€1,074
INV-0002Tallinn Digital Agencypaid€15,000
Q-0001Gothenburg Energysent€6,050
Quotes & invoices

Send a quote, turn it into an invoice in a click

Build a quote from a deal, send it, and convert it to an invoice when it is accepted, tracking draft, sent and paid without a separate billing tool. Your revenue workflow finishes where the deal started.

  • Quotes and invoices from the deal record
  • Draft / sent / paid status tracking
  • No extra invoicing subscription
the CRMthe real processthe spreadsheet
How you know

You have not outgrown your CRM. Your process has.

The signal is not seat count. It is the day somebody opens a spreadsheet to hold what the CRM cannot, and keeps it open.

  • A sheet nobody owns, kept open all day
  • Two places the truth lives, not one
  • A bigger CRM has more features, not different ones

Recognise that? Try it on your own data first.

Get a free trial

What is a custom CRM?

A custom CRM is one where the core can change - what an object is, how a stage behaves, what happens between two steps. That is different from a configurable product, where custom fields only decorate the edges, and different from a build from scratch, where you pay to recreate contacts, deals and reporting that every CRM already has.

  • Custom fields change what you store
  • Customisation changes how it behaves
  • No field represents a rule about when something happens

Three ways to get a CRM that fits

buybuildbuild on top

Buying is cheapest until your process does not fit. Building from scratch buys a perfect fit at a price most teams should not pay.

  • Buy when your process is standard
  • Build only if the CRM is the business
  • Build on top when one or two parts differ

How to decide in one sitting

Four questions, in order. The same ones we ask on the call, so you can run them yourself first.

  1. 1

    Is there already a spreadsheet the CRM cannot replace?

    NoNo, and nobody is maintaining one on the side. Then buy a fixed product - you do not have this problem.

    YesYes, and somebody keeps it open all day. Then keep reading.

  2. 2

    Is the thing in that spreadsheet one or two workflows, or the whole way you work?

    NoOne or two workflows. Build on top of a core that can change.

    YesGenuinely the whole thing. Possibly build from scratch, but get a second opinion first.

  3. 3

    Is the CRM your competitive advantage?

    NoHonestly, almost certainly not, and that is the normal answer.

    YesIf it genuinely is - if how you manage relationships is the business - building from scratch becomes defensible.

  4. 4

    Would you rather pay in money or in engineering attention?

    NoMoney. Buy, or build on top.

    YesAttention. Build, and be sure you have the attention to spare.

Answered yes twice? Start with a free trial, not a pitch.

Get a free trial

It has to talk to the rest of your stack

The mailbox and calendar connections are standard and come with the core. Everything else is scoped like any other custom build - a tool with a public API is straightforward, an older package without one is the thing that makes a job larger. We tell you which yours is on the call.

Mailbox and calendar

  • Gmail and Google Calendar
  • Outlook and Microsoft 365
  • Two-way sync, history attached to the contact

Accounting and invoicing

  • Xero
  • Standard accounting exports
  • Quotes and invoices out of the deal record

Work and comms

  • Slack
  • ClickUp
  • Handover from a won deal into delivery

Anything with a public API

  • Your ERP, if it exposes one
  • Warehouse, telephony, e-signature
  • Scoped like any other custom build
Kārlis Vorslovs, COO at Codnity

Not sure it is worth tailoring? Talk to Kārlis.

Kārlis, our COO, will walk you through the CRM on your own data, tell you honestly whether your process needs tailoring at all, and scope a fixed quote if it does want us to handle the migration. No pushy sales script - just straight answers and a plan that fits your team.

Kārlis VorslovsCOO, Codnity · karlis.vorslovs@codnity.com

From first call to running your pipeline

Step 1

Free trial on your own data

Tell us what you run today. We set up a trial with your contacts and deals already in it, so you are testing your pipeline rather than a demo one.

Step 2

We find what does not fit

Forty-five minutes on how work actually moves, including the part that currently lives in a spreadsheet. Most of it the product already does.

Step 3

Your team goes live on the standard core

Contacts, companies, deals, pipeline, activities, quotes and email sync. Data migrated, mailbox connected, people trained.

Step 4

The specific part gets built in

The rule that lived in the spreadsheet now runs inside the system, on the record it belongs to. Then you stop, or scope the next one.

Try it on your own data first

Tell us what you run today and we will set up a trial with your own contacts and deals in it. No card, no commitment. Or click through the live demo first →

If your process turns out to be standard, we will say so and point you at a cheaper product that fits.

We reply within 24 hours.

The rest of what you might be wondering

Still unsure? The live demo above runs the real product on sample data.

What is a custom CRM?

A custom CRM is one where the core can change - what an object is, how a stage behaves, what happens between two steps. That is different from a configurable product, where custom fields only decorate the edges of a shape the vendor designed. It is also different from a build from scratch, where you pay to recreate contacts, deals, pipeline and reporting that every CRM on the market already has.