Feature · 01 · Pipelines

Drag a deal. Close a deal.
Pay one price.

A pipeline that reads like a whiteboard, behaves like a database, and refuses to bill you per record. Build stages that match your actual sales motion, not somebody's idea of one.

Try the pipeline → See a live demo Unlimited deals · no record caps

Discovery8

Acme Freight$6.8k

JT2d

Orbit Retail$12.4k

MR4d

Kestrel Ops$9.2k

DP1w

Qualified5

Northwind Logistics$42k

DPtoday

Ridgeline Co.$18k

MR3d

Proposal3

Harborview$78.5k

DP1d

+ DRAG HERE

Won12

Lattice Ops$15.2k

JTwon

Beacon Supply$28k

MRwon

Stages that flex

Rename, reorder, split, merge. All without a migration. Weighted probabilities per stage feed your forecast without extra plumbing.

Custom stages · unlimited

Multi-pipeline native

Run new business, renewals, and expansions as separate boards with their own stages, automations, and KPIs. No duplicate records.

Unlimited pipelines

Forecasts that don't lie

Stage probability × deal value × time-in-stage decay. Every forecast shows its math. Export to CSV or pipe to your warehouse.

Weighted · dated · auditable

Pipelines · spec sheet

vs. the usual suspects

CapabilityConduytHubSpot StarterSalesforce Essentials

Pipelines per workspaceUnlimited21

Deal records includedUnlimited1,000,000 at list capMetered

Custom stages & probabilitiesVisual editor · per pipelinePer pipelineAdmin-only

Forecast transparencyOpen math · per dealBlack-box AIEinstein add-on

CSV & direct-DB exportIncluded · every planPaid · Pro tierData loader only

LB

We moved three separate pipelines (new biz, renewals, expansions) into Conduyt in a weekend. My first accurate forecast in four years.

Lena Brighton · RevOps Lead · Northwind Logistics

Feature · 02 · Campaigns

Broadcast. Drip. Automate.

Native SMS and email. Not a Zapier patch, not a per-contact tax. Compose, send, measure, and trigger follow-ups from a single place. The provider stays yours; the glue is ours.

Launch a campaign → See the dashboard Twilio · SendGrid · Postmark · MessageBird

Delivered

2,791

Opened

1,423

Clicked

738

Replied

189

Drip funnel · 7 days

Sent

2,847

Opened

1,423

Clicked

738

Replied

189

S

Sarah Chen · "Got it, looping in my COO. Let's get something on calendar next week."

Reply · 14m ago · flow trigger: warm

Compose once · send anywhere

One editor for SMS, one for email. Merge fields, segment filters, AB variants, and send-time optimization. All included, zero upgrade gate.

MJML · liquid syntax · variants

Deliverability you own

Bring your own Twilio, SendGrid, Postmark, or MessageBird. We're the conductor, not the middleman. Failover routes when a provider throttles.

Your keys · your sender reputation

Triggers that keep working

Replies, opens, clicks, and custom events feed automations in real time. Move contacts between flows without rebuilding the flow.

Real-time · replay-safe

Campaigns · spec sheet

what you pay for

CapabilityConduytHubSpot MarketingMailchimp

Per-contact pricingNone · flat monthlyYes · tier gatesYes · tier gates

Native SMS & emailBoth · same editorAdd-onEmail only

Bring your own provider4 supported · more in Q3LockedLocked

AB variantsUnlimited · any planPro tierStandard tier

Open-webhook specPublic · versionedPartner-onlyNot documented

MO

We replaced Mailchimp + Twilio Studio + three Zaps with one Conduyt campaign. Saved $1,400/mo and our ops person's sanity.

Marco Ortiz · CFO · Harborview Co.

Feature · 03 · Integrations

Your stack, already plugged in.

First-class connectors for the tools your team already runs on. Two-way sync, real-time webhooks, versioned schemas, plus an open API good enough that our own app uses it.

Browse integrations → Read the API docs 42 native · unlimited via webhooks

SSlack

HHubSpot

NNotion

SStripe

GGmail

SSegment

Two-way · not one-shot

Changes flow both directions in real time. Collision rules are explicit (last-write-wins by default, configurable per field). No overnight sync lag.

<2s p95 · idempotent

Webhooks that don't drop

Signed, versioned, replay-safe. 72-hour replay window standard. Subscribe to 127 events, filter server-side, never poll again.

HMAC-signed · dead-letter queue

An API you'd pay for (you don't)

REST + GraphQL. 3 official SDKs (TS, Python, Go). Rate limits that scale with your plan, not per-endpoint. Our own app dogfoods the same endpoints.

OpenAPI 3.1 · MIT SDKs

Integrations · spec sheet

the boring details

CapabilityConduytTypical CRMLegacy CRM

Native connectors42 · +6 in Q3~20Marketplace only

Webhook events127 · documented~30Poll-based

API rate limits1k/min · 25k/hr (Pro)Fixed per tier10k/day default

Direct DB / warehouse syncPostgres · Snowflake · BigQueryEnterprise onlyETL required

SDK licenseMIT · all languagesProprietaryProprietary

AK

Their webhooks are the first I've seen in a CRM that didn't need a rate-limiter wrapper. I replaced 400 lines of glue code with a single subscription.

Ani Khatri · Staff Eng · Ramp

Feature · 04 · Reporting

Numbers that tell the truth.

Real-time dashboards built on your actual pipeline data, not cached snapshots from last night’s batch job. Every chart links back to the records behind it. No more “I’ll pull that in a spreadsheet.”

See your dashboard → Explore reports Live data · no nightly sync

Revenue

$284k

↑ 18%

Pipeline

$1.2M

↑ 24%

Win rate

34%

↑ 6pt

Avg cycle

18d

↓ 4d

Monthly closed revenue · 12 months

Drill-down everything

Click any metric to see the deals, contacts, or activities behind it. No separate “analytics module.” The data is the report.

Click-through · no export needed

Custom dashboards

Drag widgets, set date ranges, filter by rep or pipeline. Save views per team. Share a read-only link with your board. No login required.

Unlimited dashboards · shareable

Scheduled exports

Weekly pipeline summary to Slack. Monthly board deck to email. CSV dumps to your warehouse on a cron. Set once, never touch again.

Slack · email · CSV · warehouse

Reporting · spec sheet

vs. the usual suspects

CapabilityConduytHubSpot StarterSalesforce Essentials

Custom dashboardsUnlimited · any plan5Einstein add-on

Real-time dataLive · sub-second15-min cacheNightly batch

Shareable linksRead-only · no loginPro tierNot available

Scheduled exportsSlack · email · CSVPro tierEnterprise only

Warehouse syncPostgres · Snowflake · BigQueryEnterprise onlyMuleSoft required

RS

I used to spend every Monday morning building pipeline slides. Now I share a live dashboard link and the board checks it themselves.

Rachel Singh · VP Sales · Kestrel Ops

Feature · 05 · Automations

If this, then done.

Visual workflow builder with real branching logic, not a linear drip. Trigger on any event in the system, route deals, assign tasks, send messages, and update fields without writing code or paying for Zapier.

Build a workflow → Browse templates 127 triggers · unlimited flows

1

New deal created

Trigger · pipeline = “New Business”

LIVE

↓

2

Assign to round-robin

Action · team = “AE Pool” · weighted

LIVE

↓

3

Send intro email

Action · template = “New Deal Intro”

LIVE

↓

4

Wait 3 days, then check

Branch · if no reply → follow-up sequence

WAITING

Visual builder

Drag triggers, conditions, and actions onto a canvas. See the full flow at a glance. Branch on any field: stage, tag, score, custom property. No code required.

Canvas · drag-and-drop

Pre-built templates

Lead routing, deal stage changes, task reminders, win notifications, churned-customer reactivation. Forty-plus templates you can deploy in one click.

40+ templates · one-click deploy

Run history

Every automation execution is logged with timestamps, inputs, outputs, and errors. Replay failed runs with one click. Debug without guessing.

Full audit trail · replay

Automations · spec sheet

what you actually get

CapabilityConduytHubSpot StarterZapier

Workflows per workspaceUnlimited · any plan105 (free)

Trigger events127 · real-time~40Polling

Branching logicIf/else · any fieldPro tierPaths add-on

Run history & replay90 days · one-click replayNo replay7 days

Monthly cost$0 · included in CRM$800+/mo (Pro tier)$19.99-$69/mo

JT

We deleted 14 Zaps the first week. Our lead routing went from 4 minutes to instant. The run history alone is worth the switch.

Jamie Torres · Sales Ops · Beacon Supply

Feature · 06 · API & SDKs

Build on it. We do.

The same API that powers the Conduyt app. 115+ endpoints, 3 official SDKs, versioned webhooks with HMAC signing. Rate limits that scale with your plan, not against you.

Read the docs → API reference OpenAPI 3.1 · MIT licensed SDKs

1// Create a deal in 4 lines

2import { Conduyt } from '@conduyt/sdk'

3

4const deal = await conduyt.deals.create({

5 title: 'Northwind — Q3 renewal',

6 value: 42000,

7 pipeline: 'renewals',

8 stage: 'qualified',

9})

10

11console.log(deal.id) // deal_4kx9...

Dogfooded daily

The Conduyt app itself runs on the same API you get. If an endpoint is slow, we feel it first. Every improvement ships to you the same day.

Same API · same SLA

Rate limits that make sense

Limits scale with your plan, not per-endpoint. Burst-friendly headers tell you exactly how many requests remain. No surprise 429s at month-end.

X-RateLimit headers · burst-safe

3 SDKs, all MIT

TypeScript, Python, and Go, fully typed, auto-generated from the OpenAPI spec. Install, import, authenticate. First API call in under 60 seconds.

TS · Python · Go · auto-updated

API · spec sheet

the technical details

CapabilityConduytHubSpot APISalesforce API

Endpoints115+ · versioned~400 (fragmented)~200 (SOAP + REST)

Webhook events127 · HMAC-signed~30Streaming only (Enterprise)

Official SDKs3 · MIT · auto-updated1 (Node)0 (community)

Rate limits1k/min · 25k/hr (Pro)100/10s (Starter)15k/day (fixed)

API access during trialYes · full accessPaid onlyEnterprise only

PV

I’ve integrated with a lot of CRM APIs. Conduyt’s is the first one where I didn’t need a wrapper library to handle pagination, auth, and retries.

Priya Venkatesh · Staff Eng · Lattice Ops

Feature · 07 · AI-Native

Built for AI. Not bolted on.

Your AI agents are first-class CRM users, not chatbot afterthoughts. 180+ API endpoints, workflow creation via API, action budgets, sandbox mode, and name resolution. The same architecture your human team uses.

Deploy your AI team → Learn more 180+ endpoints · 3 SDKs · MIT licensed

1// AI agent creates a workflow

2const workflow = await conduyt.automations.import({

3 name: 'New Lead Welcome',

4 trigger: { event: 'contact.created' },

5 steps: [

6 { type: 'send_sms', template: 'welcome' },

7 { type: 'delay', wait: '2d' },

8 { type: 'send_email', template: 'intro' },

9 ]

10})

11

12console.log(workflow.id) // wf_8kx3...

API catalog discovery

One endpoint returns every capability in the CRM. AI agents call the catalog, learn what's available, and start operating. No documentation crawling, no guessing.

GET /api/v1/schema/api-catalog

Workflow creation via API

Create, validate, dry-run, and publish multi-step workflows programmatically. Name resolution converts human-readable names to UUIDs. No other CRM offers this.

Full CRUD · sandbox mode

Action budgets

Every AI agent operates within limits you set. Bulk operations are cost-weighted. Destructive actions require confirmation tokens. Sleep well knowing AI cannot go rogue.

Configurable · per-agent · audited

AI Native · spec sheet

vs bolted-on AI

CapabilityConduytHubSpot BreezeSalesforce Agentforce

AI workflow creation via APIFull CRUD + dry-runNot availableEnterprise only

Per-AI-agent pricingNone · included$0.50-$1/action (credits)$2/conversation

Action budgets & safety railsBuilt-in · configurableNot availableNot available

API endpoints180+ · versioned~400 (fragmented)~200 (SOAP + REST)

Sandbox / dry-run modeIncluded · every planEnterprise onlyEnterprise only

JT

We deployed three AI agents on Conduyt in a week. They handle lead routing, follow-up sequences, and daily pipeline reports. The action budget system means we sleep well knowing they cannot go rogue.

Jordan Tate · Head of Revenue Ops · Conduyt

Drag a deal. Close a deal.Pay one price.

Stages that flex

Multi-pipeline native

Forecasts that don't lie

Pipelines · spec sheet

Broadcast. Drip. Automate.

Compose once · send anywhere

Deliverability you own

Triggers that keep working

Campaigns · spec sheet

Your stack, already plugged in.

Two-way · not one-shot

Webhooks that don't drop

An API you'd pay for (you don't)

Integrations · spec sheet

Numbers that tell the truth.

Drill-down everything

Custom dashboards

Scheduled exports

Reporting · spec sheet

If this, then done.

Visual builder

Pre-built templates

Run history

Automations · spec sheet

Build on it. We do.

Dogfooded daily

Rate limits that make sense

3 SDKs, all MIT

API · spec sheet

Built for AI. Not bolted on.

API catalog discovery

Workflow creation via API

Action budgets

AI Native · spec sheet

See how Conduyt stacks up.

Conduyt vs HubSpot

Conduyt vs Salesforce

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CRM for AI Agents

One CRM.No per-everything tax.

Drag a deal. Close a deal.
Pay one price.

One CRM.
No per-everything tax.