Pipeline value
US$32,500
Move a deal forward and watch the automation fire.
New Lead2
Marc Lavoie
Lavoie Plumbing
US$4,200
Sarah Chen
Chen Dental Clinic
US$8,600
Contacted1
Dominique Roy
Roy Auto Body
US$2,400
Qualified1
Priya Anand
Anand Physio
US$5,900
Proposal1
Tom Beaulieu
Beaulieu Roofing
US$11,400
Won1
Elena Petrov
Petrov Salon
US$3,100
An interactive demo of FutureSource CRM. Click anything — nothing here is live data.
Move a deal forward to see what fires. Open the other modules in the left rail.
You're paying for four tools that don't talk.
Most businesses we meet are running some version of this. It works until it quietly stops working, and the leak never shows up on an invoice.
The spreadsheet
Leads live in a sheet only one person updates. Nobody knows which ones went cold.
The inbox
Follow-up depends on someone remembering. Evenings and weekends, nothing goes out.
The email tool
A separate platform that never sees your deals, so it keeps emailing people who already bought.
The CRM that taxes growth
Automation sits behind a tier that costs more every time you add contacts.
To contact every new lead, automatically, before they cool off
Monthly fee that stays put — no tier jump when you grow
Modules — pipeline, sequences, workflows, follow-up, capture, and reporting
What you get
Every module included from day one. Nothing sits behind a tier you have to grow into.
FutureSource CRM
a visual pipeline with custom stages, full contact records, deal values, and every call, email, and chat logged automatically against the right person
Email & SMS Sequences
multi-step campaigns that trigger on real behaviour, pause the moment someone replies, and keep sending on your schedule, not a marketer's
Workflow Builder
if-this-then-that automation with no cap: route leads, assign owners, move stages, send alerts, and update fields without touching a keyboard
Instant Lead Follow-Up
every new lead contacted by email or SMS in under 60 seconds, then followed up automatically until they respond
Forms & Lead Capture
site forms, chatbot conversations, and call summaries all flow into the same pipeline, so nothing is captured and then lost
Dashboards & Reporting
pipeline value, stage conversion, speed-to-lead, and sequence performance in one view you can actually read
Write one now
Watch it write a sequence for your business.
Tell us what you sell and who goes quiet on you. You get three real follow-up emails, written for your business, in about twenty seconds. No signup.
What to ask any CRM before you commit
FutureSource CRM
- Pricing: one transparent monthly fee covering the whole platform
- Automation: multi-step workflows and sequences included from day one
- Setup cost: no mandatory onboarding charge
- Limits: uncapped workflows and generous contact limits
- Who operates it: a team that configures it, writes your sequences, and runs it with you
- Leaving: export your contacts, deals, and activity at any time, with no annual lock-in
What you will typically find
- Pricing: a low entry tier, with the price stepping up as you add contacts and features
- Automation: the essentials gated behind a higher tier most businesses need immediately
- Setup cost: a required one-time onboarding fee, often disclosed late in the process
- Limits: caps on workflows, contacts, or seats that prompt an upgrade
- Who operates it: software you licence, then configure and maintain yourself
- Leaving: an annual contract, with the export and migration effort left to you
Bottom line: None of this makes the big platforms bad software. For a large team with dedicated operations staff, an enterprise CRM can be exactly the right call. But most growing businesses end up paying for a tier they will not use and administering a system nobody really owns. Ask these six questions of any vendor you are considering — including us — and compare the answers side by side. If another platform answers them better for your situation, we will tell you so on the call.
Try it before you buy it
We move you over. You watch it work for two weeks.
The reason most businesses stay on a tool they dislike is the week of work it takes to leave. So we do that week for you — and you decide afterwards, with your own data in front of you.
Free migration, done for you
We import your contacts, deals, and history, rebuild your pipeline and sequences, and run both systems in parallel until you confirm it landed. From a spreadsheet, HubSpot, Pipedrive, Salesforce, or Mailchimp.
14-day pilot with your own data
Run it on your real leads, not a sandbox. Two weeks is long enough to watch a deal move through the whole pipeline and see the follow-up go out without you.
Your first sequence, written and built
We write the emails, set the timing, and wire the triggers for one full follow-up sequence — in your voice, for your service, live before the pilot ends.
Tell us where your leads live today and we will come back with exactly what moving them would involve. All three above are included whether or not you stay.
Ideal for
Businesses juggling leads across a spreadsheet, an inbox, and a separate email tool — or paying for a CRM whose automation sits behind a tier they cannot justify. Best fit: service businesses with a real sales conversation, repeat customers, and 50+ leads a month.
✕Not for
Businesses with no repeatable sales process, teams already deeply invested in a well-run enterprise CRM, or owners who want software licensed and left alone rather than a team operating it with them.
The other half: agents that never miss the conversation.
The CRM makes sure no lead goes cold. The chatbot and voice agents make sure no lead is missed in the first place — they answer the phone, talk to visitors, and drop everything they capture straight into this pipeline.
See the AI chatbot & voice agentsAlready looking at HubSpot? We put the two side by side — what each includes at which tier, and what the automation actually costs once you grow: FutureSource CRM vs HubSpot, or FutureSource CRM vs GoHighLevel.
Frequently asked questions
Related insights
- Pipeline Velocity: The One Metric That Predicts Revenue
- Lead Nurturing: Turning "Not Yet" Into "Now"
- B2B Lead Scoring: A Framework for Sales-Ready Leads
- Stalled Deal Recovery: Reviving B2B Deals Stuck in Pipeline
- Win-Loss Analysis: Why B2B Sales Teams Really Lose Deals
- MEDDIC vs. BANT: The Right B2B Qualification Framework
What it costs
Priced by team, with the seats included.
Two tiers, a flat monthly fee, and a team of seats on each. Pay for the year and two months are free. The CRM is also inside every marketing plan, so a plan customer never pays for it twice.
ReadytoScale?
Book a free discovery call to discuss your growth goals.
Book Your CallOr open the read-only demo as an accounting firm, a home services company, a clinic, a local shop or an online shop.