Keystone · AI-native CRM
Closes like a CRM. Delivers like a project tool.
An AI-native CRM for US small businesses. Zero data entry, one click from deal to project, honest flat pricing.
- Zero data entry
- One-click handoff
- Open platform
The core loop
The pipeline stays current on its own.
Five stages that maintain themselves. Auto-updated cards, going-cold warnings, and the convert button on every won deal.
See the loopKeystone Meet
Why the deal was lost.
The AI maps the engagement curve, finds the exact turning point, and reads both buyer and rep. Managers get the why, the where, and the coaching cue.
See call intelligenceThe Keystone USP
Why Keystone is different.
Not another CRM to feed. A system that does the work, states the reasons, and opens up so your other tools can help.
Zero data entry
The pipeline fills itself in. Deals, contacts, and projects update on their own, from email and the public web.
One click from deal to project
Win a deal, it becomes a project with every contact, file, and thread carried over. No export, no re-entry.
Works in Gmail and Slack
The record comes to the inbox and the channel, not the other way around. Adoption fixes itself.
Forecasts from behavior, not gut feel
Deal health scored from reply speed, momentum, and stakeholders. Revenue shows won, likely, and possible.
AI that shows its work
Every action is visible, sourced, and reversible. When a deal is lost, you see exactly where and why.
An open platform
MCP makes every tool a Keystone tool, and Keystone a tool for Claude, ChatGPT, or any agent.
The pipeline stays current on its own.
Five stages that maintain themselves. Auto-updated cards, going-cold warnings, and the convert button on every won deal. Win a deal, it becomes a project with every contact, file, and thread carried over.
See the handoffThe CRM comes to the inbox and Slack, not the other way around.
Gmail sidebar
Every thread, already logged.
Deal context and the next action beside every email. Logging happens on its own.
Slack morning digest
The briefing where the team talks.
The agent posts to #sales. The team acts without opening the app, receipts included.
Client status page
A calm, honest status for every client.
Each project gets a shareable page with progress and plain-English updates.
Keystone Meet + Call Intelligence
Video calls on your brand, and analyzed on their own.
White-label video conferencing on your domain with live multilingual transcription. And when a deal is lost, the AI tells the manager exactly where it turned, who was on the call, and what to coach.
Your brand, every call
Meetings run on your own domain, with a live multilingual transcript, side-by-side translation, and a recap and CRM log drafted in your language.
- Live multilingual transcription
- Side-by-side translation
- Auto CRM log after the call
Why the deal was lost
The AI maps the engagement curve, finds the exact turning point, and reads both buyer and rep. Managers get the why, the where, and the coaching cue. The rep sees it first. Consent-first.
- Exact turning moments
- Behavioral read of buyer and rep
- The what and where to coach
Intelligence, control, trust.
Every AI action is visible, sourced, and reversible. Your data never trains AI, and you can exclude any domain before processing.
Forecasting
Forecasts from behavior, not gut feel.
Leads
Scored, routed, clocked, deduplicated.
Automations
Ten recipes, switched on, no maze.
Migration
Under an hour, no consultant.
Numbers that earn their place.
0
First response, receipts included
0
Emails distilled into one kickoff
0
Migration, no consultant needed
$0
Attorney review, flat and fast
An open platform, not a walled garden
Connects to anything. Builds anything. Answers anything.
Keystone MCP
A copyable Model Context Protocol endpoint. Connect QuickBooks, Stripe, Drive, and Slack, or drop in any MCP server. It works both ways: Claude or ChatGPT can act on Keystone through the same endpoint.
Drafts & Contracts
Proposals, MSAs, NDAs, and SOWs drafted from deal context in seconds. Include a licensed attorney for review or full drafting. AI drafts are not legal advice.
Flow Builder
n8n-class automation with a plain-English readout. Drag, drop, or just describe it and the AI builds the whole flow. Test it on last month's deals.
Ask your data
Type a question, get the answer, the charts, and the why. Every number links to its source records, so AI analytics earn trust instead of guessing.
It is the first CRM that fills itself in. I stopped logging data and started closing deals.
Dana Whitfield, founder at a specialty contractor
Honest pricing
Flat pricing, no surprises.
One clear number per seat. No per-feature walls, no usage anxiety, cancel any time.
Starter
$29per seat / month
For a founder running the whole pipe.
- AI daily briefing
- Self-maintaining pipeline
- Gmail sidebar
- Slack morning digest
Growth
$59per seat / month
For a team that ships projects.
- Everything in Starter
- One-click deal to project
- Keystone Meet video calls
- Call analysis + coaching
- Client status pages
Scale
$99per seat / month
For everyone who touches a deal.
- Everything in Growth
- Behavioral forecasting
- Flow builder
- Keystone MCP
- Priority support
The CRM that fills itself in, and finishes the job.
From first hello to delivered project, one object model, no typing. Start free, no card required.