One customer. The full story.
Form answers in one tool. A conversation in another. A task in someone’s notes. Bring the relationship together so the next person can pick it up.
Keep up to 2,000 people and companies in one free CRM. Connect forms, bookings and daily work with one workspace and two team seats.
2,000 combined people and company records, one workspace and two seats. Paid plans add more capacity and AI features.
See Free plan details →Spacebrain’s AI CRM is the customer record at the center of the platform. It connects people and companies with calls, messages, form responses, notes, bookings, owners, and pipeline stages. Your team can see the customer’s history and continue the next action from the same context.
The record gives you the context. Deal Intelligence and AI Fields help you review what to do with it.
Bring linked meeting context, customer activity and stakeholder roles into view before the next conversation.
Explore the workflowSet a personal recovery watch, review the suggested timing and prepare a native task or email draft with Orbit.
Explore the workflowReview a small AI sample and its evidence. Values entered by your team are protected when suggestions are applied.
Explore the workflowHOW IT WORKS
Keep the person, owner and next action together.
Create a lead record from a call, form, text, or other inbound source.
Keep contact details, notes, conversations, and qualification answers together.
Set the owner, stage, and next task so nothing gets missed.
Start a workflow, send a booking link, or hand the lead to a person.
Create an organized record as soon as a lead calls, messages, or submits a form.
Keep the answers that show fit, urgency, service, and timing with the lead.
See which leads are new, in progress, booked, won, or waiting for follow-up.
Keep notes, questions, and booking details ready before the call or visit.
Find leads with no clear next action and start the right workflow.
Give agencies one repeatable CRM process across clients, campaigns, and locations.
Practical answers for planning the work.
Lead records, contact details, calls, texts, emails, form responses, notes, qualification details, bookings, owners, stages, and next actions can stay connected in one place.
Yes. The CRM is built into Spacebrain, so you do not need a separate CRM just to keep lead records and follow-up together.
A lead record can be created or updated from calls, forms, messages, and the workflows you configure.
Yes. You can assign an owner and use routing rules or workflows to move the lead to the right person.
Yes. A lead can enter a configured workflow for text, email, booking, or another next step.
Yes. Keep the context on the lead record and hand the conversation or task to a person when needed.
Yes. Agencies can use one repeatable lead process across client accounts.