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CRM App

The CRM App gives your workspace an agent-native sales pipeline: leads, contacts, companies, and deals, with agents that capture, enrich, score, and follow up automatically.

What you get​

  • Pipeline & deals — stages, deal records, and an agent that keeps them moving.
  • Lead capture & enrichment — inbound leads are captured and enriched without manual data entry.
  • Lead scoring & qualification — agents score and qualify leads (MQL → SQL) against your rules.
  • Follow-up — drafted, governed follow-up so nothing slips.
  • Embedded insights — pipeline widgets surface in your workspace dashboard.

How it's billed​

The CRM App has a base subscription plus usage-based outcome pricing — for example, a qualified lead is a billable outcome, while researching a lead is free. See Pricing & Activation.

Adding it​

Go to Settings → Apps → CRM. On a paid plan you can add it self-serve; otherwise contact sales.

Working with your existing systems​

The CRM App is MeetLoyd's own. If you already run a separate CRM, the PRM App and our integrations can connect to it — talk to us about the right setup for your stack.