Features How it Works Pricing Get Started →
Now Live — Built for Teams

The CRM that
actually fits teams.

A cairn marks the trail so you never lose your way. CairnCRM does the same for your team — every client, contact, and deal stacked clearly in one focused workspace.

20+
Integrated modules
Automations that actually fire
Deal Pipeline
$142,800 total
Lead
Brand Refresh
$4,200
SEO Retainer
$1,800/mo
Proposal
Web Redesign
$12,000
Negotiation
Annual Contract
$38,400
Won ✓
Email Campaign
$6,500
CRM Setup
$3,200
Recent Contacts
J
Jordan Mills
Client
S
Sara Chen
Prospect
M
Marcus Webb
Lead
Win Rate
72%
this quarter
By the numbers

Built to handle
real team scale

Whether you’re managing 3 clients or 300, CairnCRM keeps each workspace fully isolated and lightning fast.

0+
Integrated modules
0%
Data isolation per client
0x
Trigger-action automations
0-click
Booking links, live instantly
Features

20+ modules.
One tight workflow.

Everything your team needs to manage clients, close deals, automate outreach, and track growth — nothing you don’t.

Know every contact,
every deal.

Rich contact and company profiles, a full deal pipeline with line items, proposals, tax calculations, and sales forecasting built in.

  • Contacts, companies & lead status flow
  • Deal pipeline with line items, discounts & tax
  • One-click print-ready proposals & quotes
  • Sales forecast with weighted & best-case views
  • Call logging with outcome & duration tracking
Deal Pipeline
Proposal
Web Redesign
$12,000
Negotiation
Annual Contract
$38,400
Won ✓
Email Campaign
$6,500
Sales Forecast — Next 6 months

Campaigns, sequences,
and automations.

Send broadcast campaigns, set up drip sequences that run automatically, and create trigger-action rules that fire when deals move or contacts are created.

  • Email campaigns with open tracking & SMTP
  • Multi-step drip sequences with merge tags
  • Automations: deal won → create task → enroll sequence
  • Audience filters by tag, city, state, country
  • Per-recipient send status & error reporting
Email Campaign Results
248
Sent
61
Opened
Automation Rule
Deal Won Create Task
New Contact Enroll Sequence

Book meetings.
Store files.

Share a public booking link for any meeting type. Store documents against contacts, deals, or companies. View PDFs inline without leaving the app.

  • Meeting types with custom availability windows
  • Public booking page — no login required
  • Buffer time between back-to-back bookings
  • File storage per workspace in isolated folders
  • Inline PDF & image viewer (no download needed)
Meeting Scheduler
30-min Intro Call
30 min
app.cairncrm.com/book/3/intro-call
Mon
Tue
Wed
Thu
Fri
📎
Q1_Proposal.pdf
248 KB · uploaded today
View

See the numbers
that matter.

Rep performance league tables, weighted sales forecasts, a live contact map, and mailing label generation — all from the same workspace.

  • Rep performance: revenue, deals won, calls, tasks
  • Forecast chart: weighted vs best-case by month
  • Contact map with OpenStreetMap geocoding
  • Mailing labels in 8 Avery formats
  • Referral tracking & commission payouts
Rep Performance
C
Chris S.
🏆 Top Rep
$62k
Revenue
9
Deals Won
47
Calls
J
Jamie P.
$51k
How it Works

Up and running in minutes

No lengthy onboarding. No training videos. Just a CRM that makes sense from day one.

01

Create your workspace

Sign up for a 14-day free trial. A superuser sets up fully isolated workspaces for each client — no data overlap ever.

02

Invite your team

Send email invites to teammates. They set their own password via a secure link — no admin friction, no IT ticket.

03

Build your pipeline

Add contacts, create deals with line items and tax, log calls, attach documents, and set up your SMTP for email sending.

04

Automate & grow

Set up sequences, automations, and meeting scheduler links. Watch your forecast fill in as deals move through the pipeline.

Why “Cairn”?

Built stone by stone,
like a trail marker.

A cairn is a stack of rocks placed on a trail to mark the way forward — simple, deliberate, and impossible to miss. No frills. No guesswork. Just a clear signal that you’re on the right path.

That’s what CairnCRM is for your team. Each module is a stone in the stack: contacts, companies, deals, tasks, emails, referrals — layered together into one steady, reliable system.

🏔

Mark the path

Every deal, task, call, and document is a waypoint. CairnCRM keeps them stacked and visible so nothing gets lost on the trail.

Runs on autopilot

Automations fire when deals move. Sequences drip on schedule. Meeting links book themselves. You focus on the work.

🏠

One cairn per client

Each workspace is its own cairn — completely isolated, unmistakable, and built for that client alone.

What people say

Teams love it.
Clients get it.

Try it free →
★★★★★
“We switched from a bloated enterprise CRM and haven’t looked back. CairnCRM does exactly what we need and nothing more.”
A
Alex T.
Founder, Timber Creative Team
★★★★★
“The client workspace isolation is a game-changer. Each of our clients gets their own space and none of them can see each other’s data.”
R
Rhea M.
Operations Lead, Northstar Digital
★★★★★
“The automation rules and email sequences alone save us hours every week. Finally a CRM where our whole team actually bothers to update it.”
D
Daniel W.
CEO, Meridian Partners
Pricing

Simple, transparent pricing.

Per workspace. Not per seat. All plans include every module.

STANDARD
$49
per workspace / month
  • Contacts, companies & deals
  • Deal pipeline with line items & tax
  • Tasks, calls & email logs
  • Document storage
  • Referral & commission tracking
  • Mailing labels
  • Up to 5 users per workspace
  • Isolated client workspaces
Most Popular
PRO
$99
per workspace / month
  • Everything in Standard
  • Unlimited users
  • Email campaigns with open tracking
  • Email sequences & drip automation
  • Trigger-action automations
  • Meeting scheduler & booking links
  • Proposal & quote builder
ENTERPRISE
$150
per workspace / month
  • Everything in Pro
  • Sales forecast & pipeline analytics
  • Rep performance reports
  • Contact map view
  • Priority support
  • Custom integrations on request

All plans include a 14-day free trial. No credit card required to start.

Get started today

Your clients deserve a CRM
that works like you do.

No setup fees. No contracts. Just focused, fast CRM built for teams.

14-day free trial
No credit card needed
Cancel any time
Isolated per workspace

Stack by stack. Client by client. © 2026 CairnCRM.

app.cairncrm.com