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.

Leads scattered across toolsEvery contact and deal in one dashboard
Manual follow-ups always forgottenAutomation schedules the reminder and sends the email
No visibility into sales progressA visual pipeline anyone can read at a glance
Team communication lost in emailsNotes, mentions and tasks on the record itself
Support starts from zero on every ticketThe ticket opens with the deal history attached

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.

People and companies: and how they connect
Tags and segments: find anyone in seconds
Linked records: deals, tasks, notes, tickets

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

Tasks

Assign with due dates and priority, linked to the deal or contact they belong to. Reminders mean nobody relies on memory.

Email

Sync your inbox to send and receive inside Gain.io. Emails log against the right contact automatically, with opens and replies.

Calendar

Tasks, events and follow-ups in one shared view, filterable by user or deal, syncing with the calendar you already use.

Automation

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 days

After 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.

ToolJobPriceAt 10 seats
CRM toolPipeline$29/seat/mo$290
Proposal toolProposals & signing$19/seat/mo$190
Scheduling toolMeeting 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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FAQ

Questions teams ask before they switch

What we hear most often about running sales on the same record as support.

Contact us

Support lives on the same contact record. When a customer opens a ticket, whoever answers sees the deal history — not a linked record in another system, the same record. No other CRM in this price range does that without a second subscription.

No. Ticketing, SLA policies, the support portal and CSAT are in every plan. There’s no separate licence and no service add-on. See pricing

Yes. There's one plan, and the helpdesk is included in it. Most teams that outgrow spreadsheets land here rather than assembling three tools.

Email, calendar, live chat and your social channels connect to the same customer record, so conversations land in one place regardless of where they started.

Yes. Contacts, deals and history come across together. Talk to us about migration

Yes — 14 days, with every feature. No credit card.

Get started

Bring your contacts. Keep your helpdesk.

Import your contacts and deals in one step. Free to start, and every feature is included at $9.50 per user when you’re ready.