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Relationship-first CRM · for B2B teams of 2 to 15

Keepsly

Remember every customer, close every deal with ease

One timeline per contact. One pipeline per quarter. One list on Monday morning, in the order you should ring them.

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01Already in use at

Five sales teams stopped keeping the truth in a spreadsheet tab called “Final_v3”.

Northgate FoodsKestrel WorksHalcyon RowPebble CreekPinecrest
02Features

Five features. None of them is a dashboard about dashboards.

One timeline per contact

Emails, calls and meeting notes log themselves onto the person they belong to. Gareth’s Wednesday call sits directly above his Friday reply, which is where you would look. Nobody types “see email” into a notes field again.

Auto-logged entries are tagged, so you can tell them from yours.

A pipeline you can rename

Drag a deal from Qualified to Proposal and its amount moves with it. Stages are yours: four, nine, or one called “Waiting on legal”. Every column adds itself up, so the total at the top is never a guess.

Reorder stages mid-quarter; open deals keep their seat.

Scores that show their arithmetic

Engagement and fit signals add up to a number from 0 to 100, and the number says why: three opens, one reply, the right headcount. Sort by it on Monday morning and start at the top.

Click any score to see the signals behind it.

A forecast with two honest columns

Best case and commit, rolled forward every week. Commit counts only deals in Proposal or later; best case adds Qualified. Reading it takes about as long as the kettle.

Closed-won stays out of the forecast lines, so nothing is counted twice.

A nudge when a deal goes quiet

Nine days without a reply and the deal gets an amber flag and a seat on Tuesday’s list. Keepsly will not send a message on your behalf. It will remember on your behalf, which was the hard part.

Default quiet threshold is nine days. Adjust it per stage.

03Setup

Connect, configure, open Monday’s list.

01

Connect

Link your inbox and calendar. Keepsly reads who you have already been talking to and builds contacts from the last 90 days of threads.

moves between a tangled inbox and a list in order

02

Configure

Name your stages, decide what “quiet” means (nine days unless you say otherwise) and pick the two signals that should drive scoring.

03

Launch

Open Today on Monday. It lists the five people most worth a message, with the reason beside each name.

04Integrations

Works with the six tools already open in your other tab.

DropboxAttach the signed proposal to the deal it belongs to.
MakeWire up the one workflow your team insists on.
HubSpotImport existing contacts in a single pass.
JiraLink the delivery ticket to the won deal.
AsanaHand a won deal to onboarding with its timeline.
DiscordPost deal movements to the channel that will read them.
05Before Monday

Monday, 9:15. Know whom you’re ringing first.

Three plans, one price each, billed once a year in USD. The decision is mostly how many contacts you have.

See what each tier costs
06Pricing

Priced by contact count, billed once a year.

Territory is the one with the audit logs.

Solo seller

Pocket

For one seller and the 500 people they have met.

$109/yr

billed annually · USD

  • Up to 500 contacts
  • One visual sales pipeline
  • Email and calendar sync
  • Basic follow-up reminders
Choose Pocket
Small team

Closer

For a team that has opinions about pipeline stages.

$239/yr

billed annually · USD

  • Up to 10,000 contacts
  • Unlimited custom pipelines
  • Automated lead scoring
  • Sales forecasting dashboard
Choose Closer
Most popular

Territory

For when quotas, role permissions and one auditor arrive in the same quarter.

$420/yr

billed annually · USD

  • Unlimited contacts
  • Team quotas and role permissions
  • Advanced forecasting and reporting
  • Single sign-on and audit logs
Choose Territory
Every plan includes the contact timeline, the pipeline and follow-up nudges.Full plan comparison
07Customer stories

What three sales teams said after their first Monday.

I used to rebuild a deal’s history from three inboxes before every call. The timeline does that now, and it has not once forgotten the call on the 4th.
— Hana T., Head of Sales, Kestrel Works
The quiet-deal flag caught a renewal on day nine. We would have noticed around day thirty.
— Marcus O., Sales Manager, Halcyon Row
Commit and best case on one page ended the Thursday argument about what we are actually forecasting.
— Dario L., Founder, Pebble Creek
08Your move

Monday’s first call is already on the list.

Pick the plan that matches your contact count. Billed once a year, in USD, and your timeline starts filling the moment the inbox connects.

Choose your plan
Pocket$109 /yr

500 contacts, one pipeline, basic reminders.

Choose Pocket
Closer$239 /yr

10,000 contacts, unlimited pipelines, scoring, forecasts.

Choose Closer
Territory$420 /yr

Unlimited contacts, quotas, permissions, SSO, audit logs.

Choose Territory
In every plan

The contact timeline, the drag-and-drop pipeline, follow-up nudges and Monday’s list.

See every feature