CRM & Leads
Simple CRM for Small Businesses with AI Lead Scoring
GlobifyAI's CRM keeps your leads and customers in one place. Leads from AI phone calls and landing-page forms are added automatically, each lead gets an AI score to help you decide who to contact first, and you can move deals through a visual pipeline. Notes, tasks and call history sit on the contact. Import existing contacts from CSV, HubSpot or Salesforce.
14-day free trial. Card required — you're not charged until day 15, and you can cancel before then.
What it does
Keep every lead and customer in one place.
- Visual pipeline with drag-and-drop stages
- AI lead scoring
- Leads from AI phone calls and landing-page forms added automatically
- Contact records with notes, tasks and activity history
- Booking pages so customers can book time with you
- Import from CSV, HubSpot or Salesforce
- Export your contacts to CSV
How businesses use it
- Seeing every open enquiry and its stage at a glance
- Deciding which leads to call first
- Keeping notes and follow-up tasks with each contact
Why it helps
- No more leads lost in spreadsheets or inboxes
- Know who to follow up with, and when
- Works with the rest of GlobifyAI out of the box
FAQ
CRM & Leads questions.
Can I import my existing contacts?
Yes — from a CSV file, or by connecting HubSpot or Salesforce.
How does lead scoring work?
GlobifyAI scores each lead from the information it has, such as source and activity, to help you decide who to contact first. It's a guide, not a guarantee.
Can customers book time with me?
Yes. You can share a booking page link, and bookings appear in your GlobifyAI calendar.
Spend less time switching tools. More time growing your business.
Bring your calls, content, customer conversations and search visibility into one AI workspace.
14-day free trial · Card required, not charged until day 15 · Cancel anytime