Features / AI CRM for small business

AI CRM for small businesses, next to your invoices

Clodou's CRM is the client side of its back office. Tell its AI "I just called Sarah at Brightside: they want the proposal by Friday" and it logs the call on the client and can add the follow-up task. Leads and clients, the people at each company, deals from new to won, and every quote, invoice and payment sit on the same client page.

Updated November 10, 2026

How it works

  1. Add clients and leads

    In a sentence, or import a CSV from your spreadsheet or another tool.

  2. Log what happens

    Calls, meetings and emails as notes on the client or the deal, with a follow-up task when there is a next step.

  3. Follow the deals

    From new to quoted, won or lost, with the quote attached and the follow-up showing on Morning when it is due.

What you can ask

  • Add a lead: Sarah Lee at Brightside, sarah@example.com, from a referral

    Adds the lead with its source, or points out a client who already exists

  • I just called Sarah at Brightside: they want the proposal by Friday

    Logs the call on the client

  • What did we last discuss with Atlas?

    Reads back the latest notes

  • What's in my pipeline?

    Lists the open deals and their value

What it does, and what it doesn't

It does

  • Clients and leads with a status, tags, a source, an address and a tax number.
  • Several contacts per client, one of them primary.
  • Notes of calls, meetings and emails on a client or a deal.
  • A pipeline from new to quoted, won or lost, with a value and a win probability.
  • A follow-up task per client or deal, shown on Morning when it is due.
  • CSV import of up to 1,000 clients at a time, with duplicates detected.

It does not

  • Sync or read your mailbox: you log what was said in a sentence.
  • Send marketing emails or sequences, or enrich leads from the web.
  • Keep more than 5 clients on the Free plan; paid plans have no client limit.

Plans

Every plan, Free included. Each request uses AI actions: 20 a month on Free, 400 on Solo ($29 a month), 1,500 on Team ($79 a month). Every workspace starts with a 14-day Team trial (150 AI actions, no card).

Compare plans

Read next

Other features

What Clodou is as a whole: AI invoicing software. All features on one page: Features.

Questions

What is an AI CRM?
A CRM you update by talking to it. In Clodou, the AI adds clients, logs calls and moves deals from what you tell it, and answers questions from the client's history.
Can I import my clients?
Yes, from a CSV file of up to 1 MB and 1,000 rows. Clodou previews the rows, checks each one and skips duplicates.
Does it read my emails?
No. Clodou does not read your mailbox; you log a call, a meeting or an email in one sentence.

Your next invoice is one sentence away

Every new workspace starts with a 14-day trial of Team, no card required. Then stay on Free: up to 5 clients and 20 AI actions a month; quotes and invoices have no separate cap, and making them in the chat uses AI actions.

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