AI CRM for startups
Your startup needs a system.
Not more scattered tools.
We combine our CRM with proprietary AI to qualify leads, move pipeline, run onboarding and reports through an APP, where the founder oversees and decides everything from the phone.
Run your startup from your phone with AI
Pipeline · Live
142 opportunities
NewNew
38
Qual.Qualified
24
ProposalProposal
18
ClosedClosed
9
María González
$1.840
Carlos Martín
Lead — Inmobiliaria
Revenue today
$16,580
+0% today
47 leads today · Auto
The real problem
Most startups grow with no structure or procedures.
Inbox · without a system
Your team doesn't need more tools. They need the system to reply first.
The founder stuck in operations when they should be selling or building.
Pipeline scattered across Notion, Google Sheets and WhatsApp.
Inbound leads that cool down because no one's replying.
Impossible to know which channel brings the best customers with lowest CAC.
Investor reports that take days to build manually.
Slow onboarding that triggers month-2 churn.
We build the system that connects your whole startup in seconds on your phone.
How the system works
The CRM should do the work. Not create it.
Most systems end up being just another operational burden. Ours automates a good part of your team's work.
Estimate based on your company type
15 people · ~300 leads/month
Time savings
What your team stops doing by hand.
Monthly summary
Manual work your team stops doing:
0h
automated each month
Daily
5.3h
Yearly
1,392h
Ahorro en gestión · a $20 USD/h
$0USD/month
≈ $27,840 USD per year
Less admin. More execution.
Mobile operational intelligence
Your whole company, accessible with AI from your phone.
Not AI for demos. AI for real operational work. Query any data and create tasks, meetings and notes for your team in seconds.
Assistant
Online
How's the pipeline this month?
Pipeline: $124K qualified ARR. 8 demos this week. 2 opportunities to close before month-end.
Which inbound leads came in today?
47 leads. 12 qualified as ICP. 4 high-intent, ready for demo.
Create a task for Paula: prepare investor deck for Friday.
Task assigned to Paula · Friday 10:00 AM · Notification sent.
What's current CAC by channel?
Top efficiency: Referrals ($120), Content ($180), LinkedIn Ads ($340), Google Ads ($420).
Pull an MRR report for the board.
Report generated · MRR $42.8K (+12% MoM) · NRR 114% · Churn 1.2% · Runway 18 months.
Which demos are close to closing?
4 opportunities in Negotiation stage, total $48K ARR. AI already triggered the closing sequence.
Which opportunities need follow-up?
14 opportunities with no movement >7 days. Automatic recontact activated.
How's onboarding new customers going?
8 customers in onboarding. 5 on track with time-to-value <14 days. 3 at risk, AI alerted CS.
Your business data, instantly at hand. From anywhere.
Team experience
Teams that stop repeating tasks are teams that produce more.
When your people don't waste hours on manual work, they spend those hours on what moves the business.
What they stop doing
- Copying data between spreadsheets
- Resending follow-up emails
- Searching info in 5 places
- Moving leads between systems
- Confirming bookings by hand
- Generating reports manually
- Remembering pending tasks
- Updating statuses one by one
Manual work that adds no value → automated.
Time freed up
up to 70%
of operational work
Capacity per person
+3×
with the same team
What they do instead
High-value work.
Close sales, serve customers well, build relationships, decide with data.
The difference that changes everything
Traditional CRMvsTFB AI System.
It's not just a CRM with AI. It's an operational layer that works for your company + a proprietary app so the leader can decide from their phone.
Traditional CRM
TFB AI System
Designed for
Traditional CRM
Operational teams. The leader is just an observer of the system.
TFB AI System
The leader. A native app to make decisions from the phone, with operations running on autopilot beneath.
Customer service and qualification
Traditional CRM
Your team replies and qualifies one conversation at a time. If they're away, it's lost.
TFB AI System
AI agents handle and qualify leads 24/7, on any channel, in your brand voice.
Recontacts and meetings
Traditional CRM
Manual reminders. What the team forgets, falls through.
TFB AI System
Automations that recontact, schedule and confirm meetings with no human intervention.
Internal tasks and processes
Traditional CRM
Assigned by hand, living in spreadsheets or scattered chats.
TFB AI System
AI creates, assigns and supervises tasks inside each customer's flow.
Customer processes
Traditional CRM
Each stage depends on someone triggering it manually.
TFB AI System
Automatic actions at every stage: communication, documents, follow-ups, closures.
Queries and reports
Traditional CRM
Pulling a report takes hours or depends on someone else on the team.
TFB AI System
You ask the AI from your phone. Instant answer, 24/7.
Decision-making
Traditional CRM
You look at dashboards and decide by intuition or wait for meetings.
TFB AI System
The AI debates with you: shows scenarios, compares options and proposes next steps.
Leader mobility
Traditional CRM
Visibility fragmented across panels. Hard to operate from the phone.
TFB AI System
Native app with everything: sales, leads, team, reports, AI. In your hand, all the time.
We work with B2B startups from seed to Series A
What it is and what it's for
What is a CRM for startups?
A CRM for startups is the sales operating system for small teams that need to move fast: B2B pipeline, lead qualification, demos, proposals and onboarding in a single app. The AI is founder-friendly: it qualifies, schedules and reports without you having to hire an Ops or RevOps person yet.
What a CRM for startups is for
Sell without hiring Ops yet
The AI covers the operation that usually requires a revenue operations team at bigger companies.
Visible pipeline from day one
No heavy Excel or over-configured Notion: a clear view of pipeline, forecast and qualified ARR.
Speed up the lead's first demo
The AI books demos automatically in minutes, not days of back-and-forth email.
Investor-ready metrics
MRR, CAC, conversion rate and pipeline velocity reports ready to send to the board without manual work.
Frequently asked questions
What we've already solved with real startups.
We learned working with B2B startups that live on qualifying well and growing fast without heavy structure. The idea is simple and critical: adapt your startup to the future of SaaS sales.
No. The cost compares with 0.5-1 SDR/Ops person. And it frees up founder hours, which is the most expensive resource.
Built for real companies
Designed for companies that need structure and scalability.
Recognition
OpenAI Select Partner
The Funnel Box was recognized within the OpenAI Partner Network as a Select Partner — the tier that distinguishes firms with demonstrated ability to deliver AI solutions in real enterprise environments.
Read the announcement
Forbes Business Council
The Funnel Box's application to Forbes Business Council was pre-approved on merit and business track record — Forbes' curated community for business leaders.
Request a demo
Your business already generates plenty of complexity.
We build the system that organizes it.
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