Simple AI CRM for Small Business

One pipeline, a few fields. Your AI does the typing.

An easy to use CRM with one pipeline, a few fields and reminders, and nothing you have to configure for a week. Use it in the browser, or let Claude or ChatGPT add leads, move deals and set it up for you through the KissMySkills connector.

Start free Connect to Claude

Set up in one sentence
17 ready templates
Follow-up reminders
Free up to 300 records

Free up to 300 records and 1 user, no credit card. Unlimited records with All-Access, $9/mo.

PIPELINE · SMALL BUSINESS23 OPEN DEALS

New lead

Hill BakeryWebsite form · catering

R. MooreReferral

Qualified

Delta PrintNeeds 500 units by May

Proposal

Greenway CafeQuote sent · moved by Claude

Lumen DentalFollow-up Fri

Negotiation

Atlas GymAsked for 10% off

Won

North YardSigned · $4,200

FIELDSDeal valueNext stepExpected closeSource

// how your AI helps

Run the pipeline from your chat.

No forms to fill in. Paste an enquiry, dictate a call note or ask what is stuck. Your AI does the update in the CRM.

CLAUDEKMS CONNECTOR

› here is an enquiry from our contact form, add it as a deal and remind me tomorrow

Added Hill Bakery to New lead, source Website form, reminder set for tomorrow 10:00. Want a draft reply?

CHATGPTKMS CONNECTOR

› which deals have not moved in two weeks?

4 deals: Delta Print, Atlas Gym, Lumen Dental and Oak Hair. Atlas is the largest. Want follow-up drafts?

// use cases

What small businesses keep in it

01

Leads and enquiries

Every enquiry as a deal with value, source and next step, added by you or by your AI.

02

Follow-ups

Reminder timers flag a deal that sits too long in one stage, so nobody goes quiet by accident.

03

Quotes and proposals

See what is quoted, what is in negotiation and what closes this month.

04

Simple tasks

Use the Simple template as a plain task board for jobs that are not sales.

// make it yours

Start simple, change it in a sentence.

Pick a template (B2B sales, agency, construction and trades, real estate and 13 more) or start from Simple and ask your AI to set up the stages you need. Every change is saved as a version you can roll back.

Add, rename or remove stages
Add fields that fit your work
Set reminder timers per stage
Start from an industry template
Every change saved as a version
Roll back in one step

HISTORYVERSIONED

Removed stage "Demo"by your AI · just now
Set 3-day reminder on Proposalby your AI · yesterday
Applied the B2B sales templateby you · last week

› put the Demo stage back

// pricing

Start free. Grow when you need to.

FREE

$0

Up to 300 records and 1 user. Browser and AI connector included.

Start free →

ALL-ACCESS

$9/month

Unlimited records, plus 2,500+ AI skills, prompts and agents in your chat.

See All-Access →

TEAM

$29/month

5 seats on the same CRM and the full skills library.

See Team →

// faq

Small business CRM questions

What makes a CRM simple for a small business?

Few moving parts. KMS AI CRM is one pipeline with stages, a handful of fields, notes and reminders. There are no modules to switch on. If you need a new stage or field, you add it, or ask your AI to add it.

Is there a template for my kind of business?

There are 17: Simple, B2B sales, agency, construction and trades, real estate, recruiting, insurance, accounting, law firm, coaches and consultants, salon and fitness and more. If none fits, start from Simple and ask your AI to set up the stages and fields for your business.

Do I need Claude or ChatGPT to use it?

No. It works in the browser like any other CRM. Connecting Claude or ChatGPT is optional, and it is what lets your AI add leads, move deals and change the setup for you.

What does it not do?

There is no phone dialer, SMS or WhatsApp, no email inbox sync and no invoicing. It is a pipeline and follow-up tool. You can paste emails into your AI chat and it will add the details to the CRM.

How much does it cost?

Free up to 300 records and 1 user, no credit card, and your AI can do everything over MCP on Free too. All-Access is $9 a month for unlimited records plus 2,500+ AI skills, prompts and agents. Team is $29 a month for 5 seats. More on the main KMS AI CRM page.