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Solutions

One CRM, shaped to how your team sells.

Whether you're closing your first ten clients or running a multi-rep pipeline, Bundlewise gives you the clarity, automation and speed to convert more leads.

For B2B sales teams

Prioritize leads and close deals faster.

Prioritize hot prospects with 0–100 lead scores, track stage velocity from Qualified to Won, and let follow-up sequences make sure no deal slips through.

Sound familiar?
  • Reps chase cold leads while hot ones wait
  • Deals stall in Negotiation and nobody notices
  • Follow-ups depend on someone remembering
Leads & ScoringPipelineWorkflowsCampaignsDashboard
Start with lead scoringTalk to us
Leads · hottest firstWatching engagement
  • Daniel OkaforBrightpath HealthNegotiation91
  • Ravi MenonQuantive AIProposal88
  • Omar FaroukTidewater LogisticsNegotiation79
  • Emma ClarkeNorthwind LabsProposal71
Activity
    1. 01Capture
      Forms
      Website forms, CSV and Apollo imports create leads with their source attached.
    2. 02Prioritize
      Scoring
      Scores rank every lead 0–100, and anything over 80 goes straight to a rep.
    3. 03Advance
      Pipeline
      One board with live totals and days in stage, so stalled deals stand out.
    4. 04Follow up
      Campaigns
      Sequences and templates send the next email so reps can focus on calls.
    By role

    Everyone works from the same record.

    Founders, sales, marketing and support each get the view they need. Pick a role to see what they open first.

    Active leads
    48
    of 126 total · 9 new this week
    Pipeline value
    $587.6K
    across 4 open stages
    Won revenue
    $86.4K
    from 21 won deals
    Win rate
    27%
    21 won · 57 lost
    Ask Claude: what moved this week?
    Explore Dashboard
    One lead, start to finish

    From website visitor to won deal, without a handoff gap.

    Follow Chloe from Ridgeway Fitness. Her record fills in stop by stop; click any stop to jump there.

    Website visitor
    Anonymous visitor on /pricing
    Score
    Not a lead yet
    Owner
    Unassigned
    Value
    —
    Next
    —
    1. Pricing page · 10:02Chloe opens the chat widget on ridgewayfit.com.
    Outcomes

    Less copying, fewer tools, faster replies.

    What's in the box, then what it could mean for your team, from your own numbers.

    14
    modules in one workspace
    Leads to live chat, with nothing to add on.
    170+
    MCP tools
    For Claude, ChatGPT, Cursor and other AI clients.
    0–100
    score on every lead
    Fit and engagement, updated as leads act.
    1
    record per lead
    Forms, chats, emails and the deal in one place.

    What would your team get back?

    5
    120
    6 min
    $450
    What you use today
    5hours a week

    back from data entry, triage and switching tools

    3tools

    you can stop paying for and stop switching between

    $5,400a year

    of that spend, before Bundlewise's own price

    An estimate from your numbers: leads × minutes per lead, plus 30 minutes a week per person for switching between tools.

    Use cases

    Set up for the way your business sells.

    Stages, forms and follow-ups differ by business. Pick yours to see a pipeline built for it.

    Marketing agencies

    Retainers and one-off campaigns on one board, with every client thread in the shared inbox.

    Inquiry form asks for services, monthly budget and start date.

    See Pipeline
    Pipeline · Agencies$323,500 open
    Inquiry3
    Verdant Energy
    $36,00077
    Kitewing Studio
    $9,50074
    Pinecrest Realty
    $16,00062
    Discovery call3
    Quantive AI
    $64,00088
    Brightline Media
    $21,00076
    Corvid Security
    $41,00084
    Proposal2
    Brightpath Health
    $78,00091
    Alpenfold
    $27,50081
    Retainer signed2
    Halcyon Travel
    $12,50064
    Saffron Foods
    $18,00078
    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
    Playbook recipes

    Start from a recipe, not a blank canvas.

    Workflows teams set up in their first week. Open one to see its trigger, its actions and a sample run.

    What your agent can do

    Read and act across the whole workspace.

    Connect Claude, ChatGPT, Cursor, Claude Code, Codex or Antigravity. Sign in with OAuth, then find hot leads, preview campaigns and build workflows in plain language, on live CRM data.

    • Claude Desktop
    • ChatGPT
    • Cursor
    • Claude Code
    • Codex
    • Antigravity
    Set up MCP
    /api/v1/mcp · OAuth
    Find leads scoring 80+ with no owner
    Switching CRMs

    Bring your leads, contacts and stages with you.

    Moving from HubSpot, Salesforce, Pipedrive or a spreadsheet? Pick your source to see where its columns land, or tell us about your setup and we'll help you move.

    1. 1Export a CSV from your old CRM or spreadsheet, or import straight from Apollo.
    2. 2Map the columns. Most match by name, and anything else becomes a custom field.
    3. 3Set your pipeline stages and invite the team.
    Plan your migrationImport guide
    Export contacts as CSV0 of 7 columns mapped
    HubSpot columnBundlewise field
    First Name…
    Email…
    Company Name…
    Phone Number…
    Lead Status…
    Original Source…
    Lifecycle Stage…
    5 · matched by name1 · you pick it once1 · kept as a custom field

    Find your playbook in the product.

    Create a workspace, invite your team and switch on the recipes that fit how you sell.

    Get started freeBook a demo