CRM
Every deal, every ticket, on one record
A CRM with a full helpdesk in the same system. One customer record from first email to the ticket they open six months later. Not two tools with an integration between them.
Built for B2B teams of 10–200 where the same people own sales and support.
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What gets lost
Nobody loses a deal on purpose
They slip through the gaps between people. The follow-up nobody sent, the conversation nobody logged, the account nobody briefed before the ticket came in.
Pipeline
See what’s moving. See what’s stuck.
Every opportunity from lead to close on one drag-and-drop board. Deal values update as cards move, so nobody has to ask where things stand.
Custom stages, real-time deal values, filters and forecasting by stage, value or owner.
Contacts
When someone leaves, the account doesn’t
Every email, call, note, meeting and deal lives on the contact itself. Handovers, holidays and new hires stop being a research project.
Offers
No more attachment ping pong
Build the offer from the deal record and let the customer sign it in their own portal. The stage moves automatically. One fewer subscription, one fewer login, one fewer place the deal can go stale.
Most CRMs need a separate proposal tool for this one.
Around the deal
Follow-ups that happen without anyone remembering
Assign with due dates and priority, linked to the deal or contact they belong to. Reminders mean nobody relies on memory.
Sync your inbox to send and receive inside Gain.io. Emails log against the right contact automatically, with opens and replies.
Tasks, events and follow-ups in one shared view, filterable by user or deal, syncing with the calendar you already use.
No-code rules that schedule the reminder, send the follow-up, and keep the deal warm.
Send follow-up reminders · Next — Tue 9:00 · Queued · Every 3 daysAfter the win
The ticket arrives with the deal already attached
Nineteen days after Acme signs, Sarah opens a ticket. Whoever picks it up sees who she is, what she bought, and what it’s worth — the same record, not an integration between two systems.
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The fragmentation tax
Three subscriptions for one sales process
A pipeline tool, a proposal tool, and a booking tool. Three bills, three logins, and a customer record that lives in whichever one you opened last.
| Tool | Job | Price | At 10 seats |
|---|---|---|---|
| CRM tool | Pipeline | $29/seat/mo | $290 |
| Proposal tool | Proposals & signing | $19/seat/mo | $190 |
| Scheduling tool | Meeting booking | $10/seat/mo | $100 |
| Three-tool total | $580/mo |
Gain.io Pro — all three, plus the helpdesk
$270/mo at 10 seats−53%and the support history on the same record
List pricing as of August 2026. Monthly billing, 10 seats, USD.
Comparison based on published list pricing for commonly used tools in each category, as of August 2026. Your actual stack may differ. Figures are indicative per-category costs, not pricing from named vendors.
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Questions teams ask before they switch
What we hear most often about running sales on the same record as support.