What is an AI-first CRM?
A traditional CRM is a database you have to feed. An AI-first CRM is built so the assistant is part of the workflow from day one: it reads your boards, answers questions about them, and suggests or drafts the next action.
Achieve was designed that way. Instead of an add-on chatbot, AI sits next to every deal, contact and task.
Ask your pipeline, don't dig through it
Ask Achieve things like "which deals haven't moved in two weeks?" or "what's closing this month?" and get an answer built from your own boards.
AI on every record
From any record you can draft the next follow-up, ask what's next, or check for risks. Attach files and images to the AI chat and it reads them too.
Boards you shape yourself
Track leads, deals, accounts and follow-ups on boards with your own statuses, owners, values and dates. Link boards together — contacts to deals, deals to companies — and view them as tables, kanban, calendars or charts.
Campaigns, outreach and your team
Send email and SMS campaigns to a segment of a board from your own verified domain. Optional apps add time tracking and pay, career ladders and an org chart for the people behind the pipeline.
Priced for small teams
Achieve is free to start, with paid plans from $3 per seat per month. Every plan includes a monthly allowance of AI messages.
Frequently asked questions
- What makes Achieve an AI-first CRM?
- AI is built into boards, records and campaigns rather than bolted on — you can ask about your pipeline in plain language and draft follow-ups from any record.
- Is there a free plan?
- Yes. You can start free, and paid plans begin at $3 per seat per month billed monthly.
- Can I import from another CRM?
- Yes. Import CSV files or Google Sheets, or bring contacts, companies and deals over from HubSpot.
- Is there a mobile app?
- Yes. Achieve has a mobile app that syncs with the web, so updates on your phone show up for your team.