CRM.io
by CRM.io
What CRM.io is
CRM.io is a customer relationship management platform from CRM.io for small and mid-sized teams, including teams without a dedicated RevOps department. It combines contacts, company accounts, deals, tasks, telephony, marketing, and automations in one CRM. Contact lists, smart segments, custom deal stages, and table or kanban views organize sales work. Task lists, follow-up cadences, SLA reminders, and Google Calendar synchronization support ongoing activity. Rule-based and AI-powered workflows can assign work or draft email responses, while an AI agent can create contacts, update deals, schedule tasks, and prepare outreach. Marketing tools include email campaigns, drips, a unified inbox, chatbot surfaces, WhatsApp, and SMS outreach. A Chrome extension captures LinkedIn leads. CRM.io lists Gmail, SMTP, SendGrid, Amazon SES, WhatsApp, Twilio, ElevenLabs, Google Calendar, Google Sheets, LinkedIn, and IMAP integrations. It runs through web, API, and extension access, with a free plan and 14-day trial.
Who it suits
CRM.io suits small and mid-sized teams that need sales, marketing, communication, and automation tools together. It also fits teams operating without a dedicated RevOps department.
What it does well
- Combines contacts, deals, tasks, telephony, and marketing
- AI agent updates deals and schedules tasks
- Custom pipeline stages with table or kanban views
- Chrome extension captures LinkedIn leads
- Free plan requires no credit card
What to know first
- Free plan is intended for small teams
- Enterprise-only SSO and audit logs
- No desktop or mobile platform is listed
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free forever plan | For small teams · No credit card | Free |
As crm.io lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
CRM.io brings sales management, marketing communication, and AI automation into one CRM. Its free plan and browser access provide a straightforward starting point for smaller teams.
Facts from CRM.io's own pages
- AI features
- Yes · crm.io, 23 Sept 2026
- Automation and AI
- Rule-based and AI-powered workflows automate actions such as round-robin assignment and email responses; its AI agent can create contacts, update deals, schedule tasks, and draft outreach. · crm.io, 12 Oct 2026
- Browser extension
- A Chrome extension captures LinkedIn leads into the pipeline, and the site says it supports time-zone-aware calendars and multiple languages. · crm.io, 12 Oct 2026
- Company history
- The About page identifies Manohar Chapalamadugu as founder and CEO and traces the company’s product history from ClickDesk in 2011 through Agile CRM and 500apps to CRM.io and 500agents in 2025. · crm.io, 12 Oct 2026
- Contacts and deals
- The CRM includes contact lists and smart segments, company account management, and deal pipelines with custom stages and table or kanban views. · crm.io, 12 Oct 2026
- Data recovery
- A recycle bin can restore soft-deleted contacts, deals, and tasks. · crm.io, 12 Oct 2026
- Founded
- 2025 · crm.io, 28 Sept 2026
- Free plan
- Yes · crm.io, 23 Sept 2026
- Free trial
- Yes · crm.io, 23 Sept 2026
- Headquarters
- The Terms page lists Sunnyvale, California and Hyderabad, India as company locations. · crm.io, 12 Oct 2026
- Integrations
- The site names Gmail, SMTP, SendGrid, Amazon SES, WhatsApp, Twilio, ElevenLabs, Google Calendar, Google Sheets, LinkedIn, and IMAP. · crm.io, 12 Oct 2026
- Intended users
- The company describes CRM.io as built for small and mid-sized teams, including teams without a dedicated RevOps department. · crm.io, 12 Oct 2026
- Marketing and communications
- Features include email campaigns and drips, a unified inbox, chatbot and AI agent surfaces, telephony, and WhatsApp and SMS outreach. · crm.io, 12 Oct 2026
- Marketing automation
- Yes · crm.io, 23 Sept 2026
- Open source
- No · crm.io, 23 Sept 2026
- Product
- CRM.io combines contacts, deals, tasks, telephony, marketing, and automations in one CRM. · crm.io, 12 Oct 2026
- Visual sales pipeline
- Yes · crm.io, 23 Sept 2026
- Security
- The site says data is encrypted in transit and at rest, API keys use AES-256 encryption, sessions use JWT, and the service is GDPR-compliant; SSO and audit logs are listed for Enterprise. · crm.io, 12 Oct 2026
- Support
- CRM.io says sales, demo, migration, and security questions receive a human response within one business day, with most replies within four hours during weekday business hours. · crm.io, 12 Oct 2026
- Tasks and calendar
- It provides task lists, follow-up cadences, SLA reminders, and Google Calendar sync. · crm.io, 12 Oct 2026
Where CRM.io stands on Freedom251
- CRM Software#62 of 244