Skip to content
Log inGet started free
Product · 14 modules

Everything your revenue team runs on.

Fourteen modules that share one record of every lead. Capture, qualify, engage, close, automate and measure, without stitching tools together.

Get started freeBook a demo
Jump toSalesMarketingSupportAutomation & AIInsights
Module explorer

Try every module. Live, right on this page.

Pick a module and use it: filter leads, move a deal, run a workflow or ask the knowledge base a question. Sample data, nothing to sign up for.

Sales

Every lead in one list, ranked 0 to 100.

Explore Leads & Scoring
Leads11 of 126
LeadScore
How it fits together

Three layers, one lead record.

Capture a lead once. Engage it from any channel, then let workflows, dashboards and your AI tools work on the same record.

One lead record
Engage
Automate, measure and AI
Sales

Find and close the right deals.

Score every lead, see every deal on one board and group contacts into audiences you can act on.

Leads & Scoring

Score every lead from 0 to 100.

Scores come from ideal-customer fit and engagement signals. Set a threshold and the list re-ranks. Try it.

3
leads ready for a call
$174K
in open value
LeadScore
Daniel OkaforBrightpath Health · $78,00091
Ravi MenonQuantive AI · $64,00088
Emma ClarkeNorthwind Labs · $32,00086
Omar FaroukTidewater Logistics · $54,00079
Lucas MoreauVerdant Energy · $36,00077
Sofia MarinKitewing Studio · $9,50074
Marcus HaleLedgerly · $24,00068
Chloe AdamsRidgeway Fitness · $19,00058
Pipeline

Every deal on one board.

Drag deals from New to Won with live totals per stage.

Audiences

Segments you can act on.

Group leads by industry, size and engagement, then send them a campaign.

Marketing

Fill the pipeline on purpose.

Forms that land in Leads, sequences that follow up, templates you reuse and battlecards that win.

Campaigns

Drip sequences, sent from you.

Multi-step outreach from your connected Google Workspace, Microsoft 365 or SMTP sender.

Email templates

Write once, personalize everywhere.

Merge tags fill in names and companies across campaigns, workflows and the mailbox.

Forms

Branded forms that route themselves.

Embed anywhere. Every submission becomes a lead in New, with its source.

Competitors

Battlecards for every rival.

Track which deals mention a competitor and keep objection answers up to date.

Support

Answer everyone, everywhere.

One inbox for email, website chat, WhatsApp, Messenger and Instagram, with AI that answers from your own articles.

Chat widget

Make the widget yours.

Match your brand, pick a corner, paste one snippet. Try the controls.

Brand color
Position
Unified mailbox

Every thread, on the lead.

Two-way email sync with your own domain, and the full history on each lead's timeline.

Knowledge base

Answers that cite your docs.

Write help articles once. The chat AI answers from them, and visitors self-serve.

Automation & AI

Let the busywork run itself.

IF → THEN workflows with a full run log, AI that writes and answers, and native MCP for your AI tools.

Workflows

Pick a trigger. Watch it run.

Workflows start on form submits, stage changes or score thresholds.

WHENA form is submitted · Project inquiry
IFBudget is $15K or more
THENAdd tag · InboundAssign to Nadia KarimSend template · Thanks for reaching out
Run log: Ridgeway Fitness · 3 actions · 2 min ago
MCP setup

Your CRM, inside your AI client.

One server URL, OAuth sign-in, and agents that only see what your role allows.

Explore AI & MCP
AI settings

Bring your AI provider.

Connect OpenAI, Anthropic or Gemini to personalize campaign emails and power chat answers.

Insights

Know where revenue stands.

A dashboard for today, analytics for the trend: win rates, cycle length, drop-offs and weighted forecasts.

Dashboard

Revenue and team performance at a glance.

Analytics

Where every lead came from.

Lead sources, win rate and conversion, always up to date. Hover the card to animate.

By the numbers

What one workspace adds up to.

modules
14
On one lead record, every core module included.
lead score
0–100
On every lead, from fit and engagement.
tools replaced
7
Spreadsheets, form and chat tools, email sequencers and more, from the comparison below.
Replace the patchwork

One workspace instead of seven tools.

7tools replaced by one workspace

The jobUsuallyIn Bundlewise
Track leadsSpreadsheetsLeads with 0–100 scores
Collect inquiriesA separate form builderForms that land in Leads
Answer website visitorsA standalone chat toolLive Chat with AI answers
Share the inboxA shared email accountUnified Mailbox on every lead
Send outreachAn email sequencing toolCampaigns and templates
Automate follow-upAutomation glue between appsWorkflows with a run log
Use AI on CRM dataCustom scripts and exportsNative MCP for your AI client
FAQ

Frequently Asked Questions

Find answers to the questions we get asked most about Bundlewise features.

Yes. You can explore all core features including visual pipelines, 0–100 AI lead scoring, unified mailbox, email campaigns, no-code workflows, live chat widgets, and MCP setup for free. No credit card required to get started.

Most legacy CRMs are clunky, siloed, and require expensive add-ons for email outreach and chat. Bundlewise combines visual sales pipelines, lead scoring, unified two-way mailboxes, automated drip campaigns, live visitor chat, and native Model Context Protocol (MCP) integrations in one unified platform built for modern sales speed.

Our AI evaluates prospect engagement signals, website interactions, form responses, and company fit criteria to calculate an objective score from 0 to 100. Sales reps can sort deals by score to focus their daily outreach on high-intent prospects ready to close.

Deals move cleanly through customizable stages: New, Qualified, Proposal, Negotiation, Won, and Lost. You can drag and drop opportunities, view cumulative stage values, and forecast revenue velocity with real-time totals.

The Unified Mailbox connects with your email senders to synchronize two-way conversations directly into lead timelines. You can read, compose, and send personalized messages without jumping between browser tabs or external email clients.

Yes. You can create automated multi-step outreach campaigns triggered by lead status, stage movements, or form submissions. Templates support dynamic merge tags like {{lead.name}} and {{company}} for personalized outreach at scale.

You can build automated 'if-this-then-that' rules to assign reps, update stages, and send alerts. Every trigger and action is recorded in transparent execution run logs, providing a complete audit trail of automated operations.

Bundlewise provides native MCP setup allowing AI coding assistants and agents (like Claude, Cursor, and Antigravity) to securely query your CRM database, retrieve lead context, and trigger workflows via natural language commands.

The customizable chat widget installs with a single script tag onto any website. It engages visitors in real time, provides instant answers via integrated knowledge bases, and automatically converts conversations into active leads in your pipeline.

All data is encrypted in transit via SSL/TLS and at rest. Multi-tenant organization isolation and granular role-based permissions (Admin, Sales Rep, Viewer) ensure team members only access the records they are authorized to manage.

See all fourteen modules in your own workspace.

No subscription plans and every core module included. Set up takes minutes.

Get started freeBook a demo