The CRM that takes the shape of your business.
Your pipeline stages, your fields, your rules. You set them yourself, and the change is live in minutes.
Free while in beta · No credit card required
product5.com
Most CRMs make you sell their way.
You get their stages, their fields and their idea of a sales process. Changing any of it means a consultant, a release, or both.
Stages you cannot rename.
Name, colour and reorder your own. Run as many pipelines as you need.
Fields that need a consultant.
Define your own fields yourself — text, number, date, select or checkbox.
A sales call before you can look.
Sign up and see the whole product. It is free while we are in beta.
One product. Every workspace different.
Pick a business below. The stages and the fields are what that team would set up on their first day, and every one of them is a setting rather than a code change.
A studio follows work from a first brief to a signed retainer.
Contacts and companies carry their own separate field sets.
Three steps to a workspace that fits.
You do all three yourself. None of them needs an engineer, and none of them needs a release.
Create your workspace
Sign up, name it, and invite your team. Owner, admin and member roles apply from the first minute, and every role is checked on the server.
| Can do | Owner | Admin | Member |
|---|---|---|---|
| Read and edit records | Allowed | Allowed | Allowed |
| Log notes and tasks | Allowed | Allowed | Allowed |
| Delete a record | Allowed | Allowed | Not allowed |
| Manage fields and tags | Allowed | Allowed | Not allowed |
| Rename or archive the workspace | Allowed | Not allowed | Not allowed |
Shape the model
Add your own pipeline stages and your own fields. Bring your contacts in from a CSV and map every column yourself.
| Contact | Company | Status |
|---|---|---|
AKAarav Kapoor | Acme Corp | Customer |
VRVera Romanov | Northwind Co. | Champion |
SSSana Shaikh | Banyan Health | Lead |
DMDiego Marsh | Lotus Retail | Partner |
Work the pipeline
Move deals, write notes, and set your follow-ups. Every change is appended to an audit trail you can read.
- Sent revised MSA to Acme Corp legalAarav Kapoor · 2h ago
- Discovery call — Cobalt Bank (KYC scope)Lena Fischer · Yesterday
- Coral Fintech wants SOC 2 evidence before POCOmar Haddad · 2d ago
Six parts. Every number counted.
162 capabilities have shipped. The count under each card is read from the registry, not typed by hand.
Records
Contacts, companies and tags
Pipeline
Deals, stages and forecasting
Tasks and activity
Follow-ups, notes and search
Data model
Fields, views, forms and CSV
Automations and AI
Workflows and the assistant
Workspace and trust
People, roles and the audit trail
Work that runs without you.
Draw a trigger, a condition and the actions that follow. Run it against one record first and watch the path that record takes, before you turn it on.
See automationsTwo records, one person.
Product 5 finds duplicates by email, by phone, or by a similar name at the same company. A merge is reversible, so a wrong call costs you nothing.
See recordsAsk, then check the answer.
The assistant reads your workspace and shows every tool it called. Anything it wants to write is proposed first, and you approve it.
See the assistantThe parts you cannot get wrong.
Your rows are separated from every other workspace, and your roles are checked on the server. Both are required tests for every new data surface in the codebase.
Multi-tenant by construction
Every row belongs to one workspace. The workspace comes from your server session — never from a form field, a URL or a header.
Roles enforced server-side
Owner, admin and member. The server checks the role on every write, because hiding a button is not access control.
An immutable audit trail
Every change is appended to an audit log inside the same transaction that made it. History cannot drift from what happened.
Hardened by default
A strict content-security policy, HSTS, rate-limited sign-in, and personal data scrubbed out of logs before they are written.
Before you sign up.
Shape your first workspace today.
Early access is open and free. Invite your team, name your stages and import your contacts — all of it works right now.
No credit card required