How we onboard the AI agent beta
What happens when you request beta access — week-by-week, with checkpoints, who's involved, and what you'll be doing in each phase.
Tactics, guides, and product updates for B2B SME sales teams. No fluff.
What happens when you request beta access — week-by-week, with checkpoints, who's involved, and what you'll be doing in each phase.
Should your B2B SME team run on a free CRM or a paid one? Eight questions, decision tree included. The answer for most B2B SMEs in 2026 is: free CRM + opt-in AI agents.
Six AI CRMs reviewed honestly: HubSpot Breeze, Salesforce Einstein, Pipedrive AI, Attio, Folk, and B2B CRM. What each does well, where each falls short, and how to pick.
Most 'free' CRMs cap users, contacts, automation, sequences, or reports — then upsell you to a $90/user/month tier. B2B CRM is genuinely free. Here's why we did it that way.
AI lead qualification scores every inbound lead against your ICP in real time, books qualified meetings, and triages the rest with a written reason. Here's how it works and where it fits.
An AI call summary tool listens to your sales calls, writes a structured summary, and updates your CRM deal record. Here's what separates a useful one from a noisy one.
Everything labelled 'AI sales tool' in 2026 falls into one of four categories. Picking the wrong category for your motion wastes budget and time. Here's how to evaluate them.
Generic CRMs add AI features. Agentic CRMs ship named agents that work the deals. Here's the difference, why it matters for B2B sales, and what to expect from the category over the next 24 months.
An AI BDR scores every inbound lead against your ICP, books qualified meetings, and triages the rest with a written reason — in under 60 seconds. Here's how it changes the inbound motion for B2B SME teams.
AI SDRs draft personalised first-touch outreach for every account in your B2B pipeline — using live research, your ICP, and your team's best-performing copy. Here's what they actually do, what they don't, and how they compare to a human SDR.
Why we made the CRM free, what the AI agents do, and how to get into the private beta.
Modern B2B sales teams aren't replacing reps with AI — they're replacing the parts of the rep's job nobody loves. Here are the five AI agents doing that work today.