Long migration
Weeks of setup and training
For startups & SMBs · Less CRM busywork, more selling
A CRM tailored to your business, ready in minutes
AI BUILDS YOUR CRM AI updates it Voice or text, on the go
Stop spending thousands on consultants just to get a CRM that fits
Get a tailored, scalable CRM built around your business in minutes
How it works
You describe your business.
AI builds your CRM and helps run it day to day.
No setup. No manual CRM updates. No learning curve.
Like having a CRM consultant inside your tool — without the invoice.
One brief → pipeline, deals board, automations & integrations and more running live.
Major problems
Generic CRM slows teams down
Sounds familiar?
- Weeks configuring pipelines and fields—still not how you sell.
- No one uses the tool because it is overly complicated and not adapted.
- Logging every update is slow.
Rigid UX
Generic pipelines and views, not how you sell
Manual CRM logging
Every customer interaction means logging manually
Onboarding
Your sales process, structured in minutes
Skip the migration project. Describe how you sell today — and get a CRM that fits. A few minutes, not another quarter lost to setup.
Share your context
Team, motion, stages, tools—in plain language.
Your business · Your sales process · Your words
Get a tailored CRM in minutes
From that conversation, your CRM is built — ready on day one.
Your pipeline · Your fields · Your automations
Sell, log & iterate
Log calls and next steps by voice or text. When the CRM needs to change, prompt—no migration project.
Meeting note saved · Follow-up set · Pipeline tweak in chat
Product features
The same assistant in your browser and your pocket
Work the deal from your desk in the web app, then catch up by voice or text on your phone. The assistant and your CRM stay in sync.
Web app
Tapioca workspace
Tapioca
Assistant
Phone
CRM essentials, no shelfware
Live in minutes
Describe your business—get a clear, usable workspace in an hour, not weeks of setup.
Tailored to how you sell
Pipelines, fields, and views built around how you sell—not a generic template.
Keeps up as you scale
Motion changes? Prompt. Skip another migration.
A real assistant, not another empty database
Suggested follow-ups, lighter notes, fresher records. Capture by typing or voice, including on your phone.
Integrations
Works with your stack
Voice, chat, email, and CRM alerts—more connectors as you grow.
-
Slack
-
Google Workspace
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Gmail
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Microsoft 365
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Microsoft Outlook
- Aircall
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WhatsApp
-
Brevo
And many more.
Testimonials
What people say
“We used 7 CRMs in the past 10 years and none of them were fitting our needs, too complicated, too rigid, months lost in setup with integrators. With Tapioca, we got our ideal CRM in 30 minutes.”
“We ran HubSpot, but spreadsheets still lived outside the CRM—duplicate records, data scattered everywhere. With Tapioca, we consolidated everything into a clean database in a day.”
“We’re three shops with crews on the road—not a SaaS sales team. Every CRM wanted enterprise fields; we needed jobs, quotes, and callbacks after each visit. Tapioca matched how we run the bays, and reps log by voice between appointments.”
FAQ
Straight answers
Do I need a consultant to set up Tapioca?
No. We start with a 30-minute audit to understand how you sell. From there, our agentic AI builds and configures your tailored CRM—ready to use day one.
Can I log by voice or from my phone?
Yes. Use the assistant with typed or spoken input—built for quick updates between meetings, including on mobile.
How does Tapioca compare to Salesforce, HubSpot, and similar?
For startups and SMBs who need a CRM that fits—not months of setup and shelfware.
| Tapioca | Salesforce, HubSpot & similar | |
|---|---|---|
| Setup | One day setup — we map your process together, AI builds the rest. | Weeks of configuration, consultants, and fields nobody uses. |
| Fit | Built around your sales motion—not a generic template. | One-size pipelines and screens that never quite match how you work. |
| Daily logging | Same assistant for next steps—type or speak, web or mobile. | Manual forms logging after every call. |
| Changes | Refine with prompts in chat—no migration project. | Admin projects and retraining when your motion evolves. |
Ready to run sales on software that fits?
Pipeline discipline without enterprise drag—less configuration, more selling.