One CRM for the two relationships that decide your company.
The people who fund you, and the people who buy from you — in one calm contact store. Honest, founder-first, no per-seat tax to get started.
Raise. Operate. One contact store.
Why founders pick CloviCRM
Built for the person running a fundraise and early revenue at the same time.
Two views, one truth
Investors (Raise) and customers (Operate) share one contact engine. Switch with a filter — never enter a person twice.
Founder-first pipeline
Pre-built fundraising and sales stages. Kanban you can drag; an activity timeline on every contact.
Honest & provenance-backed
Every contact carries its source. No dark patterns, no inflated dashboards. Part of the CloviTek founders' stack.
Fair pricing, no per-seat tax
Affordable Lite entry at $9/mo with no branding tax. Flat Pro pricing when you grow — no per-seat surprises.
The two views that no other CRM gives you
The same contact engine, filtered into two purpose-built views.
Raise Your fundraise pipeline
Investors, angels, warm intros and partners — staged by fundraising progress, not sales stages.
- Investor & partner contacts with provenance
- Fundraising stages: Sourced → Intro → Meeting → Diligence → Committed
- Activity timeline on every conversation
Operate Your revenue pipeline
Leads and customers — staged by your sales process, side by side with the people funding the company.
- Lead & client contacts in the same store
- Sales stages: Prospect → Qualified → Proposal → Negotiation → Closed
- One drag moves a deal; the timeline records it
Same people store. Two lenses. Switch the view, never re-enter a contact.
See the pipeline in action
Drag deals between stages — try it now. Sample data, real interactions.
✦ Sample data — for demonstration purposes only
Live Activity
Drag a card to see activity logged here.
How CloviCRM works
Import contacts
Connect your tools or import a CSV. Investors and customers land in one unified store.
AI lead scoring
Every deal gets an AI next-step suggestion so you always know what to do next.
Track the pipeline
Drag deals through your custom stages. The activity timeline records every move automatically.
Close & auto-log
Mark a deal Won and CloviCRM logs the close, updates your stats, and prompts the next action.
Honest pricing. Flat, not per-seat.
Start on Lite at $9/mo with both views. Flat Pro pricing is a deliberate contrast to per-seat CRMs.
- 1 user, both views
- Up to ~500 contacts
- 1 pipeline per view
- No branding tax on exports
- Unlimited contacts
- Custom stages
- Activity automation
- Public pipeline widget
- Flat — no per-seat tax
- Multiple orgs
- White-label CDN
- Branded pipeline widget
- Everything in Pro
- Lifetime Pro
- Stackable codes
- Founding-user perks
Pricing shown is an early projection and may change before general availability.
Questions
How is this different from a normal CRM?
Most CRMs handle either sales or relationships. CloviCRM handles both your investors (Raise) and your customers (Operate) in one contact store — so you stop juggling a fundraise spreadsheet and a separate sales CRM.
What does "two views" actually mean?
Every contact has a kind — investor, partner, lead, or client. The Raise view filters to investors and partners with fundraising stages; the Operate view filters to leads and clients with sales stages. One engine, two lenses.
What's in the Lite plan?
For $9/mo ($90/yr) you get one user, both views, up to roughly 500 contacts, and no CloviCRM branding forced onto your exports. We monetise on scale, not on hiding your data behind a logo.
Why flat pricing instead of per-seat?
Per-seat pricing punishes you for growing your team. Pro is a flat monthly price so your CRM cost does not balloon as you hire.
Where does my data live?
In your own CloviCRM workspace on a Postgres backend. Contacts carry their source/provenance so you always know where a relationship came from.