Close more, chase less. A CRM that fits how you actually sell.

Rapport keeps every contact, deal, and conversation in one place, automates the follow-ups your reps forget, and shows exactly where revenue is stuck, without the per-seat bill. It even has a product and inventory module built in, so quotes and deals pull straight from live stock.

Rapport · Pipeline Live
Q3 Sales pipeline8 open deals · $265k weighted
Lead$84k
Northwind Logistics
$28,000RT
Bluepeak Retail
$32,000DK
Cedar & Co.
$24,000MA
Qualified$71k
Vantage Health
$46,000RT
Orbit Studios
$25,000SN
Proposal$58k
Summit Freight
$38,000DK
Harbor Foods
$20,000MA
Won$52k
Meridian Bank
$52,000RT

Built to work with the platforms your team already uses

GmailOutlookTwilioStripeSlackWhatsApp

What teams see after switching to Rapport.

1 pipeline
the whole team works from
Auto
follow-ups, never dropped
Unlimited
seats, no per-user fee

Everything Rapport does, in one place.

A CRM built around your pipeline, deals, and follow-ups, with product & inventory built in.

Pipeline · Enterprise deals
Custom stages, your rules+ Add stage
Discovery · 6$142k
Demo · 4$96k
Proposal · 3$71k
Negotiation · 2$58k
Closed Won · 5$118k

Pipeline that fits your process

Model your exact stages, deal types, and rules, not a rigid template you contort your sales motion to fit.

Contact · Rachel Tan
RT
Rachel Tan
VP Ops · Vantage Health
Open · $46k
ACTIVITY TIMELINE
Email · Sent proposal v2
Today · 9:41a
Call · 14 min, positive
Yesterday
Note · Wants annual billing
2 days ago
Deal moved to Proposal
4 days ago

Contact 360

Every email, call, note, and deal for a contact on one timeline, so anyone can pick up the relationship instantly.

Tasks & follow-ups
Today’s follow-ups3 auto-created
Follow up with Northwind Logistics
Due today
$28k
Send case study to Bluepeak Retail
Today · 2:00p
$32k
Check in — Orbit Studios went quiet
Auto · deal cold 5d
$25k
Renewal nudge — Meridian Bank
Tomorrow
$52k

Products & inventory built in

A built-in product and inventory module, so deals and quotes pull from live stock and pricing without bolting on a second system.

Activity · Auto-captured
Every touch, logged for you Gmail synced
Email sent· Vantage Health
Re: Pricing for 40 seats
9:41a
Email received· Rachel Tan
Looks good, can we talk Thu?
10:12a
Call logged· Summit Freight
Outbound · 14 min · logged auto
11:30a
SMS· Bluepeak Retail
Sent Calendly link
1:05p

Follow-ups on autopilot

Rapport chases the follow-ups your team forgets, reminders, sequences, and nudges triggered by what the deal is doing.

Rapport AI · Today
Call these 3 first — worth $109k
1
Vantage Health $46k
Opened proposal 3× — call now
Hot
2
Orbit Studios $25k
No reply in 5 days — re-engage
Cooling
3
Summit Freight $38k
Champion left — find new sponsor
At risk

Email & calls, in the CRM

Send email, log calls, and text from inside Rapport, every touch captured against the deal automatically.

Pipeline · Enterprise deals
Custom stages, your rules+ Add stage
Discovery · 6$142k
Demo · 4$96k
Proposal · 3$71k
Negotiation · 2$58k
Closed Won · 5$118k

AI next-best-action

Rapport surfaces which deals are going cold, who to call today, and what to say, so reps spend time on what converts.

A CRM built around your pipeline, deals, and follow-ups, with product & inventory built in.

One database behind every workflow, so nothing is stitched together after the fact and every team sees the same truth.

See how it works →
Rapport AI · Today
Call these 3 first — worth $109k
1
Vantage Health $46k
Opened proposal 3× — call now
Hot
2
Orbit Studios $25k
No reply in 5 days — re-engage
Cooling
3
Summit Freight $38k
Champion left — find new sponsor
At risk

One Rapport, wired into the tools you already run.

It reads and writes to your existing stack over a clean API, so nothing becomes another island of data.

GmailOutlookTwilioStripeSlackWhatsApp
Our reps actually use it, because it works the way we sell instead of forcing us into someone else’s boxes. And follow-ups just happen now.
SSales DirectorB2B services firm

Built for the industries you run in.

Pick your world and see exactly where Rapport slots into the workflows your team already runs every day.

Faster lead response

Rapport for Real Estate

Where it fits in day to day:

  • Lead capture and instant qualification
  • Showing coordination and follow-up
  • Pipeline reporting for the principal
See Real Estate use cases
Activity · Auto-captured
Every touch, logged for you Gmail synced
Email sent· Vantage Health
Re: Pricing for 40 seats
9:41a
Email received· Rachel Tan
Looks good, can we talk Thu?
10:12a
Call logged· Summit Freight
Outbound · 14 min · logged auto
11:30a
SMS· Bluepeak Retail
Sent Calendly link
1:05p

Live in weeks, not a year-long rollout.

01

Import

Bring in contacts, companies, and open deals from your current CRM or spreadsheets.

02

Shape the pipeline

We model your stages, deal types, and rules to match how you sell.

03

Automate

Turn on sequences, reminders, and next-best-action so nothing gets dropped.

04

Forecast

Leadership watches live pipeline and forecast; reps just sell.

Rapport vs. per-seat CRMs

Per-seat SaaSRapport
Pricing modelPer seat, climbs as you hireOne price, yours forever
Your processBend to their templateBuilt around how you sell
Adding repsCosts more every timeUnlimited seats
Data entryManual, rep-dependentAuto-captured
Your dataTheir cloudYour database

Good to know

Can it match our exact sales process?+

Yes, that’s the point. We model your stages, deal types, and rules directly, rather than making you adapt to a fixed template.

Does it handle products and inventory?+

Yes. Rapport has a product and inventory module built in, so your catalog, pricing, and live stock live in the CRM. Quotes and deals pull straight from it, no separate inventory tool to reconcile.

Can we run AI sales agents on top of it?+

Yes. Momentum, our sales AI agents product, plugs straight into Rapport so the agents, leads, and pipeline share one record.

Will reps have to do manual data entry?+

Minimal. Email, calls, and meetings are captured automatically against the deal, so the CRM stays current without the busywork reps hate.

Is this per-seat SaaS?+

No. It is a product you own outright, the software, your data, and the infrastructure it runs on. Deploy it in your own cloud, add unlimited seats, self-host it, extend it. No per-user fee that scales against you forever.

See Rapport on your own data.

Book a 30-minute demo. We’ll show you Rapport running on your data, then get your team set up.

More in this suite