Everything a growing sales team needs, without the parts that just get in the way.
Clayto is a complete CRM, pipeline, quoting, automation, and reporting in one system, built for a team of two to twenty-five. No enterprise rollout required.
Placeholder — Video (60-90s): full walkthrough, contacts through pipeline, a quote, then the automation builder
Contacts to close, in one system.
No separate tool for quoting, no export to a spreadsheet to see the pipeline.
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Contacts & companies
Search, retrieval, creation, and updates, all in one record so nobody's working off a stale copy.
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Deals & pipeline
Full stage control and pipeline summaries, so you can say what's really in it without opening a spreadsheet to check.
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Quotes & line items
Build a quote, adjust the line items, and generate the document, without leaving the deal.
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Sequences & workflows
Enroll contacts in a sequence and trigger workflows on the actions that already happened.
More room, exactly when the team’s ready for it.
Role-based permissions, campaigns, and background data hygiene are free from day one, not held back as a paid upsell. Multi-currency and forecasting are there on Pro once the team actually needs them, no separate implementation project required. The automation builder itself ships free too: up to 10 active workflows out of the gate, unlimited on Pro.
See what’s on each planPlaceholder — Product screenshot: the automation builder canvas
The sales expertise you can't hire yet.
Aimed at the busywork that eats your day, the parts nobody enjoys doing anyway.
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Deal Coach
What a senior rep would tell you about this deal, on every deal, not just the ones you remember to ask about.
Pro plan
Daily agenda
Tasks, follow-ups, today’s schedule, and deals at risk, already built before you open the app.
See itPlaceholder — Product screenshot: a plain-English request turning into a working automation
Plain-English automation
Type what you want to happen, get a working automation. No canvas required for the basics.
Pro plan
Works inside Claude, ChatGPT, and Gemini.
No proprietary bot to learn. Talk to the AI you already use, and it can see and act on your real pipeline.
Know where I stand
you: “What's in my pipeline this month?”
$186k across 14 deals. 3 are past their expected close date: Acme Co, Northwind, and Bluebird.
Finish the actual work
you: “Build a quote for Acme, three seats at $45, and generate the PDF.”
Quote created: 3 seats at $45/mo, $135/mo total. PDF generated and attached to the deal.
Ready when you are
Start free and see it on your own pipeline
Import your contacts and deals, connect the AI tool your team already uses, and start asking questions the same day. See how it feels on your own pipeline before you commit to anything.