For B2B teams

The B2B CRM that doesn't need six weeks of onboarding.

A clean CRM. Contacts, pipeline, email, tasks, reports. No three-letter automation builder, no $90,000-a-year Salesforce admin, no eighteen field types for the same phone number. Built for the law firm, the regional services business, the small advocacy nonprofit that just needs the basics done right, at a fraction of the price.

Illustrative example: Rivers & Cohen LLP Standalone · 4,200 contacts

What you'd otherwise pay

Salesforce and HubSpot are great. They're also overkill, expensive, and slow to set up.

If you're a 12-person firm running a single-channel pipeline, you don't need the enterprise CRM. You need the part that holds contacts, runs pipeline, sends email, and reports the numbers. That's all CoreCNX does, at a price that's not embarrassing.

Salesforce Sales Cloud

Enterprise CRM

$165

/user/mo · Professional tier

  • Per-user pricing scales fast
  • Implementation usually requires a consultant
  • Configuration tax: weeks before you send your first email
  • Reporting is its own product family
  • Endless features you'll never use
HubSpot Sales Hub

Mid-market CRM

$100

/user/mo · Professional tier

  • Per-user pricing again
  • Onboarding fee on Pro & Enterprise tiers
  • Email volume is metered separately
  • Nicer UI than Salesforce
  • Still over-built for a 12-person team
CoreCNX

What you actually need

$99

/mo flat · 10 users included · Growth tier

  • Pay by contact volume, not per user
  • Up and running in an afternoon
  • Email, pipeline, reports, tasks: included
  • Real human onboarding, not a chatbot
  • Wire in a suite product later if you grow into it

Rivers & Cohen LLP

How a 12-person law firm runs the practice on CoreCNX.

Sam Foster, intake coordinator, opens this view fifty times a day. Every prospect (referred client, cold lead, returning case) has one record with the whole conversation history. No second tool, no Outlook search, no "did anyone email her back?"

/A, CONTACT VIEW

The whole client conversation, in one place.

A prospect lands as a referral or a website lead. CoreCNX holds the contact record, the pipeline status, every email out and reply in, every internal note, every task, and the conversion to client. No CRM, no project tool, no inbox archaeology: one record, one timeline.

  • Email send and reply tracking via SendGrid
  • Custom fields per workspace (matter type, referral source, fee stage)
  • Per-contact task list, assigned by lawyer
  • Pinned facts: lifetime fees, last touch, lead score
  • Quick actions: send email, log a call, create a task
CoreCNX contact detail view showing a unified timeline of email opens, replies, internal notes, tasks, and pipeline stage moves for a B2B prospect

The four-step workflow

Import. Pipeline. Email. Report. That's the whole CRM.

If you're running a single-channel program (outbound email, inbound referrals, or both) these four steps are the entire job. CoreCNX does each one well; nothing in the way.

/01, Import

CSV in, contacts indexed

Drop a spreadsheet of leads, referrals, or your existing CRM export. Phone-first matching collapses duplicates automatically. Custom fields land where you'd expect them.

/02, Pipeline

Stages built around your work

"New lead" → "Qualified" → "Proposal sent" → "Engaged" → "Closed." Or whatever your flow looks like. Drag contacts between stages, track conversion at each step.

/03, Email

Send, track, reply

Compose, schedule, send. Opens and replies arrive via SendGrid and join the contact's timeline. Suppressions sync across the workspace. No double-emailing the same prospect.

/04, Report

Numbers your partners read

Pipeline conversion, per-team-member outreach, top-performing email subject lines, contact-rate trends. CSV export for the partner meeting; scheduled email digests if you don't want to chase the dashboard.

/A, Pipeline

Drag deals through stages built around your sales cycle.

For a law firm: intake → consultation → engagement → matter closed. For a regional services business: lead → qualified → proposal → won/lost. Stages are yours; drag-and-drop with keyboard shortcuts, filter by source, score, recency.

  • Custom stages, per workspace
  • Drag-and-drop with keyboard navigation
  • Stage moves logged on contact timelines
  • Filter by source, score, recency, owner
CoreCNX pipeline view with custom stages and B2B deals arranged by status, filtered and color-coded by source

/B, Email

Send the email, see the reply, no tab-switching.

Native compose-and-send with SendGrid open and reply tracking. Replies arrive on the contact's timeline next to the original send, so the next teammate to look at the record sees the whole thread without going to Gmail.

  • Compose, schedule, segment by tag
  • Open, click, and reply tracking via SendGrid
  • Per-campaign and per-contact metrics
  • Suppression list shared across the workspace
CoreCNX email campaigns view showing send / open / reply metrics with per-campaign breakdowns for a B2B team

/C, Reports

The numbers a partner meeting actually wants.

Pipeline conversion by stage, email-to-meeting conversion, per-rep outreach volume, top-performing subject lines, contact-rate trend over the quarter. Exportable, schedulable, no dashboard certifications required to read it.

  • Pipeline conversion by stage
  • Per-team-member activity leaderboards
  • Email subject-line and segment performance
  • CSV export and scheduled email digests
CoreCNX reports dashboard showing pipeline conversion, per-team-member activity, and email engagement breakdowns for a B2B team

Optional, never required

If you grow into the suite, the suite is right here.

You don't need any of these to use CoreCNX as a standalone CRM. But they're one toggle away the day you decide you want field ops, broadcast SMS, or a chatbot. No re-platforming, no data migration: same contacts, same timeline.

+

Beacon

Field ops with door knocks, walk lists, and a canvasser app. For when your B2B team starts running in-person events or your nonprofit grows to door-to-door fundraising.

+

CampaignCNX+

Broadcast SMS at $0.06/message. For when one-off email blasts aren't cutting through and you want to text the list. Suppressions sync back automatically.

+

Alma

Website chatbot for inbound visitor conversations. Captures qualifying answers, hands off to a human when needed. The lead lands in CoreCNX with the transcript pinned.

+

Or none of the above

Plenty of teams stay on standalone CoreCNX forever and that's fine. You're not paying for the suite when you're not using it.

B2B FAQ

The questions teams ask before they switch.

If yours isn't here, the demo email goes to a real person who answers within a business day.

Can I import from HubSpot or Salesforce?

Yes. CSV export from either platform drops cleanly into CoreCNX. Standard fields (name, email, phone, company, deal stage, owner) map automatically. Custom fields land in our equivalent custom-field structure. We've moved teams off both; the white-glove migration is $249–$999 depending on data shape.

Does it integrate with Gmail or Outlook?

Email send happens through SendGrid (we route under the hood). For inbound, you can BCC us on outbound replies from your inbox. They land on the contact's timeline. A native two-way Gmail sync is on the roadmap for 2026; for now, the BCC pattern handles 90% of teams.

How do I get my team onboarded?

Most B2B teams self-onboard in an afternoon: import a contacts CSV, set up three pipeline stages, send a test email, watch the open events land. If you want a real person to do it for you, we'll quote white-glove setup ($249–$999). It's a 90-minute working session and we leave you with a working pipeline.

How is this different from HubSpot?

HubSpot is mid-market software with a marketing-automation engine, a sales-engagement engine, a service desk, and a CMS bolted on. CoreCNX is a CRM with a unified timeline. If you need marketing automation flows with branching logic and lifecycle scoring, you want HubSpot. If you need contacts, pipeline, email, tasks, and reports, done well and sharing one record, you want us.

What about data security?

Workspaces are isolated per account at the database level. Your data is never co-mingled with another customer's. Backups run daily with point-in-time recovery up to 30 days. All webhooks are signed; the public REST API uses scoped tokens with rotate-on-leak. SOC 2 Type II is in process for 2026.

What's the pricing for a 10-person team?

Almost certainly Growth: $99/mo, 15,000 contacts, 10 users included. If you have more than 10 users or more than 15,000 contacts, Pro at $199/mo (20 users, 50,000 contacts). Annual saves about 20%. Per-user pricing is not a thing here.

Can I export my data if I leave?

Yes. CSV export of contacts, deals, timeline events, email campaigns, and reports is one click. We don't hold data hostage and we don't charge for export. If you switch back to a legacy CRM, your data goes with you in a format any of them can read.

Do I need to know what an "API" is to use this?

No. The API exists for teams that want to push data programmatically (engineering teams, integration partners). The product itself works as a normal web app. You log in, click around, send emails, drag pipeline stages. The advanced stuff is opt-in.

Try it on your data

Up and running by the end of the day.

Sign up, import your contacts CSV, set up three pipeline stages, send your first campaign. The whole thing takes an afternoon, not a Salesforce implementation cycle.

Trial
14 days, full access, no card
Live with
Rivers & Cohen LLP
Switching cost
One CSV import · ~one afternoon