The CRM that works your leads

Contacts, deals and forms in one place. Nudge calls new leads with an AI agent, follows up on WhatsApp and email, and stops the moment a human takes over. Already on HubSpot? Plug it in and keep it.

The live demo is a fictional solar installer with real workflows. No signup, resets nightly.

Sarah M. submitted a lead form 09:02
AI call placed 09:41
No answer after 6 rings. Next step armed
WhatsApp sent 09:47
Hi Sarah! We tried to reach you about your application. Is this afternoon good for a quick call?
Email scheduled day 2, 10:00
Cancelled automatically. A reply or CRM update came first
Lead replied or CRM signal changed → automation stopped
How it works

Three steps, then it runs without you

No imports, no second CRM, no "automation platform" to babysit. Nudge plugs into the pipeline you already have and works it.

01

Bring your contacts

Use Nudge's built-in CRM with contacts, deals and forms, or connect your HubSpot and keep it as the source of truth. Either way, one list your whole team works from.

02

Describe your follow-up rules

"New lead? Call within the hour. No answer? WhatsApp them. Still quiet after three days? One more message, then close the file." That sentence is a working automation in Nudge.

03

Let it run

Nudge fires each step at the right moment, writes every outcome back to your CRM, and stops the second a lead replies, so a human takes over exactly when it matters.

Channels

Meet leads where they actually answer

Most pipelines die in the inbox. Nudge sequences across the three channels that get responses, and knows which one to use when.

WhatsApp that behaves

Send from your reps' own numbers through Evolution API, or go official with the WhatsApp Business API. Per-number pacing, working-hours gating, and an instant stop on reply.

AI calls that qualify

An AI agent calls the lead, has a real conversation in their language, and the outcome routes the next step: interested, callback later, or close the file.

Email for the record

The follow-up that documents itself: confirmations, summaries and next steps that land in the inbox and echo into your CRM automatically.

Screens

This is the actual product

Straight from the live demo, a fictional solar installer running real workflows. Every screen below is clickable at demo.nudgecrm.dev.

Nudge contacts table with possibility states, owners and last-contact outcomes
Contacts. Every lead, its state, and the last touch on one line.
Nudge trigger list showing call and WhatsApp follow-up chains
Triggers. Call the lead, WhatsApp on no answer, close the file. Each rule reads like a sentence.
Nudge inbox with a WhatsApp conversation and an AI call summary
Inbox. WhatsApp replies and AI call summaries in one thread per contact.
Nudge deals kanban board grouped by pipeline stage
Deals. A pipeline board fed by the same contacts, not a second tool.

Want the full walkthrough? Read the docs or open the demo.

What's inside

Boring reliability, by design

The unglamorous details are the product. These are the ones our users end up caring about most.

Right language, or nothing

Templates are written per language and matched to each lead. No matching version? Nudge holds the message rather than send the wrong one.

Your CRM stays the truth

Contacts, deals and forms live in Nudge natively. Running on HubSpot instead? Every send, call and status change syncs back durably, with retries.

Stops when humans start

A reply cancels every queued automated message for that lead, instantly. Nobody gets a robot follow-up mid-conversation with your rep.

Working hours, respected

Messages hold until the owner's business hours; calls clamp to the agent's calling window. 3am follow-ups don't close deals.

Your own instance

Each client runs on dedicated, isolated infrastructure: your data, your numbers, your sending reputation. Nothing shared with anyone.

A team that sees everything

Live activity feed, per-rep queues, delivery tracking and a dashboard that answers "did we follow up?" at a glance.

Most deals die from silence, not rejection.

Nudge exists for the lead who filled the form on Tuesday and got called on Friday. Tell us where to reach you and we'll set up a demo.

»Setup done for you: your numbers connected, your HubSpot too if you use one, usually within days
»Your rules, not ours: sequences built around how your team already sells
»No migration: your CRM, your data, your reps' workflow stay exactly where they are