The CRM that grows with your business.
Kudu DealBase gives small and mid-sized teams a visual sales pipeline, full contact history, and AI-assisted deal coaching — all inside a workspace that already handles invoicing, proposals and commissions.
What is a CRM, and why this one?
A CRM (customer relationship management) tool keeps every conversation, deal and follow-up with a customer in one place — so nothing slips and every rep sees the same picture. Most growing teams outgrow spreadsheets here first.
DealBase is the CRM at the centre of Kudu WorkSpace. It does the core CRM job — pipelines, contacts, activity, reporting — and then connects directly to invoicing, proposals and commissions so a closed deal turns into real revenue without re-entering data anywhere.
What you get with Kudu DealBase
Visual kanban pipelines
Drag deals between stages. Custom stages per pipeline, weighted forecasts, won/lost reasons and per-stage SLAs.
Email send & open tracking
Send tracked emails from inside a deal. See opens, clicks and replies in the timeline — no separate mailbox required.
AI deal assistant
Summarise long deal threads, draft next-step emails and surface deals that have gone quiet — built into every record.
Contacts & companies
Rich contact records, company hierarchies, custom fields, segmentation and CSV import/export.
Reporting & forecasts
Pipeline coverage, win rates, sales-cycle length, rep leaderboards and weighted forecast — all live, no exports.
Connects to the rest
Push a won deal straight into an invoice (PaySync), a proposal (PitchPro) or a commission line (CompTrack) in one click.
Who Kudu DealBase is for
Service businesses, agencies, B2B startups and consultancies between 2 and 200 people that have outgrown spreadsheets and free-tier CRMs but don't want to pay enterprise pricing for features they'll never touch.
If your sales motion involves more than one conversation per deal — proposals, quotes, repeat customers, account management — DealBase pays back the setup time within the first month.
Frequently asked questions
Is Kudu DealBase a full CRM?+
Yes. Contacts, companies, deals, multi-stage pipelines, activity history, email send and open tracking, tasks, notes, custom fields and reporting are all built in.
Can I use the CRM without the other modules?+
Yes. Every Kudu module is independently entitled. Turn on just the CRM and pay only for that. Add invoicing, proposals or commissions later when you need them.
How is this different from HubSpot or Pipedrive?+
DealBase covers the same core sales workflow but lives inside a wider workspace. When a deal closes it can become an invoice in PaySync, a proposal in PitchPro, or a commission line in CompTrack — without exports or integrations.
Does it work for service businesses?+
Yes — agencies, consultancies, field-service operators and B2B services teams are the core fit. Pipelines, stages and custom fields adapt to project-based or recurring-service sales motions.
Is there a free trial?+
Every paid plan includes a 14-day free trial for new workspaces. No credit card required to start.