02 · CRM and leads

A CRM that fills
itself in.

Every conversation, booking, and ticket becomes a clean record, automatically. Leads are scored on what people actually do, not a guess, then routed and sequenced. Use it standalone, or sync two-way with HubSpot and Salesforce.

Auto-captured recordsBehavior-based scoringTwo-way sync
MR
Mia RaoVP Operations · Acme Inc.
87
Lead score
StatusQualified
OwnerSam Cole
SourceAI chat · pricing page
Last touchBooked demo · 2h ago
⌁ SYNCED WITH SALESFORCE · 4 FIELDS
Captured, not typed

Records that build themselves

When Emily talks to a visitor, she creates and enriches the contact, name, company, what they asked about, what they need. No rep copy-pasting from a chat transcript into a CRM at the end of the day. It's already there, with the full conversation attached.

  • Auto-enrichment from conversations, bookings, and form fills.
  • Custom properties per contact, company, and deal, define your own fields.
  • Full timeline, every chat, meeting, email, and note in one place.
LEAD SCORING · WHY 87
+30
Visited pricing 3×
INTENT
+25
Booked a demo
ACTION
+22
Asked about enterprise SSO
FIT
+10
Opened 2 follow-ups
ENGAGE
Pipeline and deals

From first hello to closed-won

Track deals across your stages with a clean kanban, a weighted forecast, and owner routing. Leads flow into sequences automatically, and your reps always know who's hot, because the score reflects real behavior, updated live.

  • Visual pipeline with per-stage totals and weighted forecast.
  • Routing rules assign the right owner the moment a lead qualifies.
  • Sequences and tasks trigger automatically as deals move.
PIPELINE · Q2
Discovery 4
Acme Inc.$24k
Globex Ltd.$12k
Demo 3
Globex$40k
Proposal 2
Initech$31k
Negot. 1
Umbrella$58k
Won 5
Stark$47k
Yours or synced

Standalone CRM, or a smarter front end for yours

Run entirely on Cadey, or keep HubSpot / Salesforce as your system of record and let Cadey feed it cleaner data, two-way, with per-field control.

Two-way field mapping

Map any property, choose direction per field, and map enum values explicitly.

Sync health

See last sync, pending, and failed records, no silent drift.

Conflict policy

Decide who wins, Cadey, your CRM, or last-write, globally or per field.

Start now

Stop doing data entry

Let every conversation become a clean, scored, routed record, automatically. Free for 14 days.