Skip to content
Log inGet started free
NEWNative MCP for Cursor, Claude, Antigravity and Codex

Turn every lead into revenue.

Capture leads from forms and chat, score them 0–100, move deals across a visual pipeline and let workflows handle the follow-up. Then connect Cursor, Claude or Codex and run it all in plain language.

Get started freeBook a demo
  • No subscription plans
  • Every core module included
  • MCP-native
Leads126
11 shown
LeadsEvery lead from every channel, scored 0–100 so the hottest sit on top.Learn more

Plugs into the inboxes, channels and AI tools you already use

  • Google Workspace
  • Microsoft 365
  • Custom SMTP
  • WhatsApp
  • Messenger
  • Instagram
  • Cursor
  • Claude Desktop
  • OpenAI Codex
  • Google Antigravity
  • CSV import
  • Apollo
One loop, one workspace

Stop losing deals in the gaps between tools.

Spreadsheets, shared inboxes and separate form tools leak revenue. Bundlewise runs the whole loop, from the first form fill to the signed deal, on one record.

FormsLive chatLeads
Explore lead capture
Built in, not bolted on

Fourteen modules. One login. No glue code.

Every module shares the same leads, timeline and permissions, so a chat, a form fill and a campaign reply all land on the same record. Try the cards: each one works.

Lead scoring

Know who to call first.

Every lead is scored 0–100 on fit and engagement, and the score moves when they do.

Budget fits ICP+12Opened proposal 3×+4Lead score 79
Live chat

The AI answers until you take over.

A chat widget for your site that replies from your knowledge base.

Do you build booking flows?
AIYes. Most start with a two-week discovery sprint. Want me to book a call?
Campaigns

Sequences that follow up for you.

Multi-step emails from your own Google Workspace, Microsoft 365 or SMTP sender.

Workflows

IF this, THEN that. Logged every time.

Trigger on form submits, stage changes or score thresholds, then audit every run.

Hot inbound, fast follow-up
  • Ridgeway Fitness · 2 min ago
  • Quantive AI · 1 h ago
  • Halcyon Travel · skipped, score 64
Dashboard & analytics

See where every lead came from.

Lead sources, win rate and open value by stage, always live.

Upwork brought 38 leads, 30% of the total this quarter.

Also in every workspace:Email templatesFormsAudiencesCompetitor battlecardsKnowledge baseUnified mailboxRoles: Admin, Sales, SupportCustom stages
AI & MCP

Talk to your CRM through any AI agent.

Bundlewise speaks Model Context Protocol natively. Point your AI client at one server URL, sign in with OAuth and work with live leads, pipelines and workflows in plain language.

Claude Desktop · Customize › Connectors
# Customize › Connectors › + Add › Add custom connector
Name Bundlewise
URL https://crm.bundlewise.app/backend/api/v1/mcp
# Then sign in with OAuth in the browser
  • One server URLCopy the config for your client in one click.
  • OAuth-lockedAgents only see what your role allows.
  • Bearer fallbackA workspace token you can revoke any time, for clients without OAuth.
Explore AI & MCP
Claude DesktopBundlewise connected
Which Negotiation deals have stalled for over a week?
Searched leads · stage is Negotiation
Read stage history for 3 deals
One has: Tidewater Logistics has been in Negotiation for 9 days. The other two moved this week.
Tidewater Logistics · Omar Farouk$54,0009 days
Halcyon Travel · Mia Torres$12,5004 days
Brightpath Health · Daniel Okafor$78,0002 days
Draft a nudge to Omar
Who it's for

Built for teams that live in their pipeline.

All solutions

B2B sales teams

Prioritize hot prospects with 0–100 scores, track stage velocity from Qualified to Won and let sequences handle the follow-up.

See the playbook

Startups & scaleups

Launch with an all-in-one revenue stack: capture inbound leads from forms and chat, run campaigns and connect your AI tools over MCP.

See the playbook

Agencies & consultancies

Manage client pipelines, keep every thread in one mailbox, track proposals and forecast client revenue with confidence.

See the playbook

Everything included. No subscription plans.

Visual pipelines, 0–100 lead scoring, the unified mailbox, campaigns, no-code workflows and MCP setup all come without a recurring subscription lock-in.

  • 14
    modules in one workspace
    From Leads and Pipeline to Live Chat and Analytics.
  • 5
    channels in one inbox
    Website chat, WhatsApp, Messenger, Instagram and email.
  • 4
    AI clients over MCP
    Cursor, Claude Desktop, Antigravity and Codex.
  • 0
    subscription plans
    Every core module, without a lock-in.
FAQ

Questions, answered.

Can't find what you need? Write to [email protected] or browse the docs.

Read the docs

Bundlewise does not have subscription plans. All core modules, including visual pipelines, 0–100 lead scoring, the unified mailbox, email campaigns, no-code workflows and MCP setup, are available without a recurring subscription lock-in.

Open Settings → MCP Setup in your workspace. Choose Cursor, Claude Desktop, Google Antigravity or OpenAI Codex, copy the config and authorize with OAuth, or mint a bearer token as an admin fallback. You can revoke it and mint a new one at any time.

Under Email Senders, connect Google Workspace, Microsoft 365 or a custom SMTP server, then follow the DNS steps to verify SPF, DKIM and DMARC for good inbox placement.

Yes. Email [email protected] with details about your current system (HubSpot, Salesforce, Pipedrive and so on) and we will help you import your leads, contacts and deal stages.

Copy the lightweight embed snippet from your CRM settings and paste it before the closing body tag. Visitor chats appear instantly in your live chat inbox.

Data is encrypted in transit with TLS and stored securely at rest. Role-based access means people only see the leads and stages assigned to them, and your customer data is never shared or used to train external models.

Ready to turn every lead into revenue?

Capture leads, automate follow-ups and close deals faster. Create your workspace and invite your team today.

Get started freeTalk to our team