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Track every lead without a bloated CRM

Contacts, pipeline stages, follow-up reminders — managed through natural conversation. No data entry forms, no learning curve, no separate subscription.

Start Free for 7 Days

No credit card required. Starting at $19/mo after trial.

The Problem

CRMs are built for sales teams, not solo founders

HubSpot has 47 fields per contact. Salesforce needs a consultant to set up. You just need to remember who you talked to, what you discussed, and when to follow up. A spreadsheet works until it doesn't — and that's usually when a deal slips through the cracks.

The Solution

A CRM that lives inside your AI advisor

Just tell Sidekick about a new contact in chat. It tracks the stage, sets follow-up reminders, and nudges you when it's time to reach out. No forms, no tabs, no separate app.

How it works

1

Mention a contact

'Add Sarah from Acme Corp as a lead' — Sidekick creates the contact.

2

Track naturally

Update stages, add notes, and set follow-ups through conversation.

3

Never miss a follow-up

Sidekick reminds you when it's time to reach out and drafts the email.

Key capabilities

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Pipeline stages

Lead → Contacted → Responded → Negotiating → Won/Lost. Simple and effective.

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Follow-up reminders

Set a date, Sidekick reminds you and drafts a personalized follow-up.

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Conversation notes

Add notes through chat — they attach to the contact automatically.

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Email integration

Draft and send follow-up emails directly from your dashboard.

I was using a spreadsheet with 200 rows and no follow-up system. Now I just tell Sidekick and it handles the rest. Closed 3 deals I would have forgotten about.

Freelance consultant

Frequently asked questions

Is this a full CRM replacement?

Sidekick's CRM is designed for solo founders and small teams. It covers contacts, stages, notes, and follow-up reminders — everything a one-person business needs.

Can I import existing contacts?

You can add contacts through chat or paste them in. Bulk import from CSV is on our roadmap.

How do follow-up reminders work?

Set a follow-up date on any contact. Sidekick will remind you when it's time and can draft a personalized follow-up email.

Ready to try Built-in CRM?

Start your free 7-day trial. No credit card required.

Start Free for 7 Days