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
Add clients and leads
In a sentence, or import a CSV from your spreadsheet or another tool.
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.
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).
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Other features
- AI invoice generator
- AI quote generator
- AI payment reminders
- AI receipt scanner
- AI expense tracker
- AI time tracking
- AI inventory management
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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