Your CRM. Your brand. Tailored to how you sell.
A CRM built around your sales process, with your name and logo on it - ready in minutes. One flat monthly price: no setup fee, no per-seat fees, no annual contract required.
No card needed · your own CRM in 2 minutes · or book a free demo with Shawn
Pipeline
Leads flow in from wherever you find them - cold email, LinkedIn, ads and your website
The whole CRM, start to finish
Branding, leads arriving from every source, the pipeline, follow-ups, reports and Ask Shawn - shown on a sample company's CRM.
Never copy a lead into your CRM again
Cold email replies, LinkedIn conversations, ad forms and website enquiries all land in one pipeline - assigned, with a follow-up set. Here's what happens when a prospect answers your cold email. Click a reply to see.
What Tailr CRM does
LinkedIn outreach
HeyReach, Expandi, Dripify, Waalaxy, PhantomBuster, Skylead, La Growth Machine, Dux-Soup and more send each reply over - name, company, title and profile. No email needed.
Lead ads
Meta and LinkedIn lead forms through Zapier or Make, Google Ads lead forms directly. New leads arrive in seconds.
Your website
Use the ready-made form link or point your own form at Tailr. Every answer is kept on the lead.
Partners, events, anything else
A form link per partner or event, or any tool that can send a webhook. CSV import for everything else.
Built on a real B2B sales team first
Every feature here runs a real outbound team every day - then gets fitted to your stages, fields and rules.
One CRM. Every step from reply to revenue.
No add-ons, no "upgrade to unlock". Every plan gets every feature - the only difference is the number of users.
🧲 Capture
Positive replies become leads
Interested, meeting-request and info-request replies land as leads automatically - from Smartlead, Instantly, lemlist, Apollo or any webhook tool.
LinkedIn and lead ads too
LinkedIn tools (HeyReach, Expandi, Dripify, Waalaxy, Skylead, La Growth Machine and more), Meta, LinkedIn and Google lead ads - each lead on the right channel, no copy-paste.
A link for every lead source
Website forms, partners, events and referrals each get their own sign-up form or webhook link.
One company, one lead
A new contact from a company you already have is added to that lead - no duplicates. Merge any you find in one click.
Bring your data
Import leads from spreadsheets or your old CRM yourself - or let us move everything for you with the done-for-you migration.
Unlimited lead sources
Add one per tool, campaign, ad form or partner - no limit on any plan, no extra cost.
See which source works
Every lead keeps its source and channel, so reports show where your best leads come from.
Any webhook, Zapier or Make
Anything that can send a webhook becomes a lead source - field names are recognised automatically.
🛠 Work
Drag-and-drop pipeline
Your own stages, a board view and pipeline value at a glance. Stages only move when your team moves them.
Follow-ups that happen
Repeating follow-ups, 'call me next week' turned into tasks, and a nudge when a lead goes quiet for 5 days.
Gmail, Calendar and Zoom
Every email and meeting on the lead's timeline. Send email and book Zoom calls from the lead.
Notes and @mentions
Tag a teammate in a note and they get a bell notice and an email.
📈 Manage
Automatic lead assignment
New leads go to whoever has the fewest open leads, with an email to the owner.
Reports and forecast
Lead flow, conversion, pipeline value, campaign results and trends - charts or tables, CSV export.
Morning digest
Each rep gets one email a day with new leads, overdue follow-ups and what's coming up.
Roles and permissions
Invite your team by email and choose exactly who can import, reassign, send email or delete.
🚀 Adopt
Ask Shawn, inside the CRM
Your team asks how to do anything and gets the steps instantly - anything new comes straight to us.
Guided training
Every new login gets a 10-lesson course with quizzes, so people actually use the CRM.
Report a problem
A button on every page. We fix it - fixes and updates are included.
Data-quality checks
Automatic checks spot missing details, duplicates and anything that looks broken, before it costs you a deal.
Everything you get - for one flat price
Here's what goes into your Tailr CRM, and what the same thing costs elsewhere.
What would you pay in year one?
Per-seat CRMs get more expensive with every hire. Move the slider to your team size.
What you pay with Tailr CRM vs everyone else
Year one for 10 users. Click a row to compare it above.
| Tailr CRMby B2BX | HubSpotSales Pro | SalesforcePro Suite | PipedrivePremium | Zoho CRMProfessional | Spreadsheets | |
|---|---|---|---|---|---|---|
| Year one for 10 users | - | - | - | - | - | Free |
| Price model | Flat per plan | Per seat | Per seat | Per seat | Per seat | - |
| Onboarding and setup help | ✓Unlimited 1:1 in the trial, no fee | ~Paid onboarding | ~Partner, paid | ✕Do it yourself | ~Partner, paid | ✕ |
| Your brand on it (white-label) | ✓ | ✕ | ✕ | ✕ | ✕ | ✕ |
| Built around your process | ✓Fitted with you | ~Configure it yourself | ~Needs an admin | ~Configure it yourself | ~Configure it yourself | ~ |
| Leads from cold email, LinkedIn and lead ads arrive by themselves | ✓Built in, 15+ tools + webhook | ~Via integrations | ~Via integrations | ~Varies by tool | ~Varies by tool | ✕Copy and paste |
| Automatic lead assignment | ✓ | ✓ | ✓ | ✓ | ✓ | ✕ |
| Help assistant + team training built in | ✓ | ~Help centre | ~Help centre | ~Help centre | ~Help centre | ✕ |
| New features built for you | ✓On request | ✕ | ✕ | ✕ | ✕ | ✕ |
| Contract | Monthly or yearly | Annual | Annual | Monthly or annual | Annual for best price | - |
| Export all your data | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Live in minutes. We help you every step.
Start your free trial
Your own CRM opens with your company's name on it and a guided tour - no card, no setup fee.
Make it yours
Add your logo and colours, invite your team and connect your lead sources with step-by-step setup.
1:1 onboarding
Unlimited calls with Shawn during your trial: connect Gmail, import your data and fit the pipeline to how you sell.
Keep improving
Fixes, updates and support included. Need something new? We build it for you.
One flat price. No per-seat maths.
One flat monthly price for hosting, updates and support - no setup fee, no per-seat fees. Pay yearly and get 2 months free.
Founding-client offer - our first 20 clients
- Your price locked for 12 months
- Done-for-you migration & custom build free (normally from $299)
- Unlimited 1:1 onboarding calls during your 14-day trial
Questions, answered
Is there a free trial?
Yes - 14 days free, no card needed. Sign up with your work email and your own CRM, with your company's name on it, opens in about two minutes with a guided tour. Keep it by choosing a plan; otherwise it simply ends.
Is it really our own CRM?
Yes. Each client gets a separate copy with its own database, its own web address and your company's name, logo and colours. No other company's data sits next to yours.
Can we connect several lead sources at once?
Yes - as many as you like, on every plan, at no extra cost. Most teams run a few side by side: cold email plus LinkedIn outreach plus ads plus the website form. Make one source per tool, campaign, ad form or partner and the reports show which one brings the best leads.
Which lead sources does it work with?
Cold email: Smartlead, Instantly, lemlist and Apollo connect with an API key; Woodpecker, Reply.io, Saleshandy and Snov.io with a link. LinkedIn automation: HeyReach, Expandi, Dripify, Waalaxy, PhantomBuster, Skylead, La Growth Machine, Dux-Soup, Linked Helper, MeetAlfred, Salesflow, Zopto, Octopus CRM, Botdog, We-Connect - through their webhooks or Zapier/Make. Lead ads: Meta and LinkedIn lead forms through Zapier or Make, Google Ads lead forms directly. Plus website forms, partners, events and any tool that can send a webhook.
Which replies become leads?
Only positive ones - interested, asking for a meeting, or asking for more information. Out-of-office, "not now" and "not interested" replies don't create leads. If the person is already a lead, the reply is simply added to their timeline. A new person from a company you already have is added to that company's lead.
What does the monthly fee cover?
Hosting, daily backups, bug fixes, updates, the help assistant and support. New features and custom changes are quoted separately, starting at $35 for a small change.
Can we cancel?
Yes. Monthly plans can be cancelled any month; yearly plans run for the year you paid for. Either way you get a full export of your data.
How long does setup take?
Your CRM is ready about two minutes after you start the free trial. Add your logo, invite your team and connect your lead sources with the built-in setup steps. During the 14-day trial you get unlimited 1:1 onboarding calls with Shawn to connect Gmail, import your data and fit the pipeline to your process.
Is there a setup fee?
No. You pay one flat monthly price - or yearly, with 2 months free. If you'd like us to move your data out of an old CRM or build custom fields, rules or integrations for you, that's an optional one-time add-on from $299 (free for our first 20 founding clients).
What if we have more users than our plan?
You move up a plan - users are what the plans are priced on. There's no cap on leads, contacts or deals for normal sales use, and no charge for extra lead sources. Storage is fair use: up to 10 GB of files and email history per CRM, with more available if you need it.
Do the prices include tax?
Who supports us?
B2BXclusive. Your team can ask the built-in assistant anything, and whatever it can't answer comes straight to us.
See your CRM before you buy it
Start a 14-day free trial - your own CRM with your company's name, ready in two minutes, no card needed. Or book a free demo and Shawn will show you how it fits your process.
