We replaced HubSpot, Intercom and Zapier with Notealy in a single week. Our reps now close 40% faster and our pipeline finally lives in one place — instead of five.
Maya Tanaka
VP Sales, Greenfield Gym
v2.4
Native WhatsApp BusinessEmail & multichannel inboxContacts, deals & pipeline
The CRM your team
will actually use.
Notealy unifies pipeline, conversations, automations and campaigns into one workspace your team will love. Built for sales teams that move fast — without the bloat.
Free 3-day trial
No credit card
Setup in minutes
All deals47
Lead18
$340k
The Coffee Studio
2d
Solaria
2d
Discovery12
$520k
Riverside Bakery
2d
North Hill Realty
2d
Vela
2d
Proposal8
$280k
Paws & Claws
2d
Sunset Auto
2d
Bright Dental
2d
Closing4
$420k
Stella Atelier
2d
Trusted by sales teams that move fast
Greenfield GymRiverside BakeryNorth Hill RealtyPaws & ClawsSunset AutoBright DentalStella AtelierThe Coffee Studio
500+teams
2.4Mcontacts managed
1,000+integrations
99.99%uptime
[01]Everything you need
One workspace.
Six superpowers.
Notealy replaces the tangle of CRMs, helpdesks, mailers and automation builders. Every surface, designed to feel inevitable.
Pipeline
Deals that actually move.
A board, a table or a forecast — flip views in one click. Custom stages, weighted forecasts, and a kanban that never feels cluttered. Every deal is enriched, owned and timed.
Q2 — Enterprise
$1.28M
Discovery
12
Proposal
8
Closing
4
Inbox
Every channel. One thread.
WhatsApp, email and live chat — unified per contact, with full history and zero context-switching.
Automations
Visual flows. Real outcomes.
Drag triggers to actions to conditions. No code, no rigid templates, no monthly per-run pricing.
Campaigns
Send beautifully.
Visual editor, segmentation, deliverability that lands in inbox — not promotions.
Reports
Numbers you trust.
Custom dashboards, funnels and forecasts — refreshed in real time.
Assistant
A helpful sidekick.
Ask in plain English. Drafts, lookups, summaries — when you want them, never in your way.
[02]Pipeline
Every deal,
in motion.
Pipelines that bend to your process — not the other way around. Stage logic, weighted forecasts, and a board that never feels cluttered.
47%
shorter cycle time
3.2×
more touches per rep
94%
forecast accuracy
0
manual data entry
All deals47
Lead18
$340k
The Coffee Studio
2d
Solaria
2d
Discovery12
$520k
Riverside Bakery
2d
North Hill Realty
2d
Vela
2d
Proposal8
$280k
Paws & Claws
2d
Sunset Auto
2d
Bright Dental
2d
Closing4
$420k
Stella Atelier
2d
[03]Inbox
One thread.
Every channel.
WhatsApp, Instagram and email — unified per contact. Your team answers from one place, and every message lives next to the deal and the history.
WhatsApp Business
Native
Instagram
Native
Email
Native
Inbox2 new
PC
Paws & Claws2m
Just reviewed the proposal — quick question on…
SA
Sunset Auto38m
Re: Discovery call — agenda attached for Thursday
BD
Bright Dental1h
Can you walk me through pricing tiers one more…
RB
Riverside Bakery3h
Thanks Maya — sending the contract today.
NH
North Hill Realty1d
Following up on our last conversation about the…
AT
Paws & Claws
WhatsApp · +55 11 9·····-2841
Online
Today · 14:22
Hi Maya — just reviewed the proposal you sent. Looks solid.
Quick question on the implementation timeline — can we start Q3?
Absolutely — I'll send a kickoff plan tomorrow.
Type a message…
Templates
[04]Automations
Build flows
that work.
A visual editor that doesn't make you compromise. Drag any trigger, branch on any field, call any webhook.
Triggers
Web form
Email
Instagram DMWebhookSchedule
EmailInstagram DMWebhookScheduleActions
Send email
WhatsAppInstagramSMSUpdate recordCall APILogic
BranchesDelaysLoopsAI decisions
Trigger
New contact created
Web form
Condition
Plan = Enterprise?
Action
Assign to AE
Round-robin · 4 reps
Action
Send welcome email
Template: T-04
Live · 1,247 runs / month
[05]Assistant
A helpful
sidekick on demand.
Need a draft, a summary, or a quick lookup? Ask in plain English. The assistant lives in a side panel — only when you want it, never in your way.
- Drafts in your voiceAdapts to how your team actually writes.
- Summaries on demandLong thread? Get the gist in two lines.
- Stays out of your wayNo pop-ups, no nagging — open it when you need it.
Notealy
Online · GPT-5
Show me deals likely to close this week
I found 4 deals with high closing probability:
Paws & Claws
$92,00094%
Sunset Auto
$38,50087%
Bright Dental
$112,00082%
Stella Atelier
$240,00078%
Want me to draft a follow-up email for any of these?
Ask Notealy a question
⏎[06]Integrations
Plays nicely
with your stack.
Native integrations that feel like part of the product — not bolted-on connectors. WhatsApp, Instagram, email, calendar and webhooks included. The rest reachable through Zapier.
WhatsApp Business
Native two-way messaging via Meta Cloud API. Templates, automations, full history per contact.
DMs, comments and mentions in one inbox. Reply from any deal — context attached automatically.
Email — Gmail & Outlook
Two-way sync. Threads land next to the deal automatically. Send from your address, your signature.
Google Calendar
Two-way sync. Meetings tied to deals. Reps see availability without leaving the CRM.
Native
Web forms
Capture leads from your site, landing pages or partners — straight into a stage.
Native
Webhooks & API
REST API + outgoing webhooks. Build anything, integrate anywhere, no rate-limit drama.
Zapier
Connect to 5,000+ apps. Triggers and actions for the long tail of tools your team uses.
Don’t see what you need? Tell us what to build next →
2.4M
contacts managed
$890M
pipeline tracked
47ms
median query time
99.99%
uptime
[07]Security
Your data,
on your terms.
Built for sales teams that take customer data seriously. Strong defaults, transparent practices, no dark patterns. Your data is never used to train models.
Read the security overviewEncryption end-to-end
TLS 1.3 in transit. AES-256 at rest. Per-tenant keys for sensitive fields.
SOC 2 — in progress
Type II audit underway. Controls already aligned with the framework.
GDPR & LGPD aligned
DPA available, full data export, right-to-be-forgotten built in.
SSO + SAML
Google, Microsoft, Okta. SAML 2.0 on the Scale plan. Audit logs included.
Data residency
Choose where your data lives — São Paulo, Frankfurt, or Virginia.
Daily backups
Encrypted snapshots, 30-day retention, point-in-time recovery on Scale.
[08]Pricing
Honest pricing.
No surprises.
One platform replaces your CRM, mailer, helpdesk and automation tool.
Starter
$0
free, forever
For solo founders and lean teams getting started.
Start free- Up to 1,000 contacts
- 2 users
- Pipeline & deals
- Email integration
- Basic AI assistant (50 queries/mo)
Most popular
Growth
$29
per user / month
For growing sales teams that need real automation.
Start 3-day trial- Unlimited contacts
- Unlimited users
- Custom pipelines
- Visual automations
- Email campaigns
- AI agent (unlimited)
- WhatsApp integration
- API access
Scale
Custom
talk to us
For organizations that need control and compliance.
Talk to sales- Everything in Growth
- SSO + SAML
- Audit logs
- Custom AI models
- Dedicated success manager
- SLA & priority support
- 99.99% uptime guarantee
SOC 2 compliant
Type II audit, annually.
Setup in minutes
Imports from HubSpot, Pipedrive, Salesforce.
Open API
REST + Webhooks. Build anything.
[09]Questions
Asked & answered.
Can I import from my current CRM?
Yes — Notealy imports from HubSpot, Pipedrive, Salesforce, Attio and any CSV. Most teams are migrated in under 30 minutes.
How is the AI different from ChatGPT in a sidebar?
Notealy AI has structured tool access to your CRM. It can query, write, and update records — not just summarize them. It also learns from your team's feedback over time.
What happens to my data?
Your data is yours. We never train models on it. Encryption at rest and in transit, EU and US data residency options, full export at any time.
Can I build automations without writing code?
Entirely. The visual editor handles 95% of use cases — for the other 5%, drop in a code or webhook node.
Do you support WhatsApp Business?
Yes, official Meta Cloud API integration. Two-way messaging, templates, automations, and full conversation history attached to each contact.
Is there a free plan?
Yes. Up to 1,000 contacts and 2 users, free forever. No credit card needed.
[ Ready when you are ]Your CRM should
Your CRM should
work while you sleep.
Start free in 30 seconds. Bring your team. Cancel anytime.