What is Calscri?
Calscri is an AI-native customer relationship management platform designed to consolidate essential sales tools into one unified workspace. It offers pipeline management with custom stages, revenue forecasting, and automatic rotting alerts to keep deals on track. The platform provides deal intelligence by mapping buying committees, scoring coverage, and alerting users to missing key stakeholders before it impacts deal outcomes.
Email and sequence functionality includes integration with Gmail and Outlook, multi-step sequences with tracking, and template variables for personalized outreach. Team chat features deal-specific channels for real-time communication, while daily digests highlight overdue tasks and rotting deals. The platform supports roles and permissions, CSV imports, and row-level security to ensure data integrity and access control.
Features
- Pipeline Management: Drag deals across custom stages with Kanban, list, and table views, revenue forecasting, and automatic rotting alerts
- Deal Intelligence: Visual stakeholder mapping with coverage scoring and risk alerts for missing key roles
- Email Sequences: Multi-step email sequences with open and click tracking, template variables, and bulk enrollment
- Team Chat: Deal-specific channels for real-time messaging with @mentions and link sharing
- Daily Digest: Configurable daily email with overdue tasks, rotting deals, and pipeline summaries
Use Cases
- Managing B2B sales pipelines with custom stages and forecasting
- Identifying and mapping buying committees to improve deal coverage
- Automating email outreach sequences for lead nurturing
- Facilitating team collaboration on specific deals through chat channels
- Tracking daily tasks and deal progress with morning digests
FAQs
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What is the setup time for Calscri?
Calscri has a 5-minute setup time, allowing users to get started quickly with a full workspace. -
How many users are included in the free plan?
The free plan supports up to 3 users, making it suitable for small teams or individuals. -
Does Calscri integrate with email providers?
Yes, Calscri integrates with Gmail and Outlook via OAuth, enabling two-way sync for email management. -
What types of pipelines does Calscri support?
Calscri supports custom pipelines for various industries, including B2B SaaS, Services, E-commerce, and Recruiting. -
Is there a trial available for paid plans?
Yes, the Growth plan offers a 14-day free trial for users to test advanced features before committing.
