Blue for Sales CRM

Close more deals,
faster.

Customers, deals, invoices, accounts, contacts — Blue gives you the primitives, not a prescriptive shape. Build the pipeline, fields, references, and automations that match how your team actually sells, then connect the rest of the business in the same workspace.

Get started Try the pipeline

Drag a deal. Run a real pipeline.

Below is the actual product — not a marketing video. Move deals between stages, edit a field, fire an automation. This is what your team gets on day one.

20 records

A CRM with the depth of a real database. And none of the ceremony.

23

field types — every pipeline custom-shaped

39+

automation triggers — every routing rule

0

per-seat fees — sales ops, finance, CS included

1

platform — sales next to ops, finance, delivery

What a sales team runs on Blue.

Four patterns that show up across every sales team — from a one-rep founder tracking deals to a 50-person org with multiple product lines.

Pipeline tracking

Custom pipeline stages per product line. Drag deals between stages, group by AE or territory, and see weighted forecast at a glance.

Account 360

Accounts reference contacts, contacts reference deals, deals reference invoices. The full account picture in one connected view — no tab-switching.

Lead qualification & routing

Public forms feed leads into the right pipeline. Automation rules route them to the right AE based on size, geography, or product fit.

Forecasting & dashboards

Live dashboards for pipeline coverage, win rate, and rep performance — generated from the same records the team works in every day.

01 · Pipeline visibility

One pipeline. Every angle.

AEs see today's deals on a Kanban. The VP sees forecast on a Table. Marketing sees the funnel on a Calendar. Customer success sees renewals on a Timeline. Same records, role-appropriate view.

02 · Forecasting & dashboards

Forecast at a glance. Live.

Pipeline coverage, win rate, and rep performance — dashboards generated from the same deal records your team works in every day. Build once, share a link.

Revenue by Month

Deals by Stage

Won4226.9%
Negotiation2817.9%
Proposal3522.4%
Qualified5132.7%

Active Leads

847

Conversion Rate

24%

Avg Deal Size

$12.4k

This Quarter

$290k

03 · Lead intake & routing

Lead in. AE notified.

Public forms turn into deal records the moment a prospect submits. Automations route them to the right AE by territory, deal size, or product. Status changes email the AE owner. Stalled deals nudge the manager. No manual data entry.

Status Change
Due Date
Assignee
Tag Added
Field Change
Scheduled
AUTOMATIONENGINE
Send Email
Add Tag
Move Record
Assign User
Notification
Webhook

04 · Conditional automations

When a deal crosses a line.

Watch a filter — stalled, slipping, over discount, gone cold. When a deal crosses the line, fire one branch; when it crosses back, fire the other. The engine behind stage-slip alerts, discount approvals, and re-engagement plays.

Record updated

Deal · Acme Corp

priority
normal→high
WATCHING
priority = 'high'ANDstage = 'open'
idle
On STARTS matching
Alert oncall
Assign triager
Add to dashboard
On STOPS matching
Close ticket
Send summary

05 · Scheduled automations

Pipeline review, on schedule.

Monday pipeline reviews, weekly forecast snapshots, end-of-quarter commit reports. Cron-style schedules sweep every deal that matches a filter and fan actions across the whole batch at once.

Schedule
00:00UTC
Every weekday
idle
WHEREstatus = 'overdue'
  1. Report · Q4 Launch
  2. Task · Ship v2
  3. Ticket · Billing bug
  4. Deal · Renewals Q1
  5. Task · Review design
0/5 matching
ACTIONS
Email assignee
Add #overdue tag

06 · The case against a dedicated CRM

Don't buy a separate CRM. Run sales next to ops.

A dedicated CRM is a silo by design. Sales sees deals. Operations sees deliveries. Finance sees invoices. Three tools, three data models, three bills, and an integration layer holding it all together.

On Blue, the deal record references the project that delivers it, references the invoice that bills it, references the customer that pays it. One workspace, one data model, one bill — and the team sees the full picture without tab-switching.

Before
  • CRMdeals + contacts
  • Marketing automationcampaigns + lifecycle
  • Billing toolinvoices + subscriptions
  • Knowledge baseaccount notes
  • Integration gluesyncing all four
4 schemas · 3 syncs · 5 bills · 0 source of truth
Replaced by
After
  • Customersone record per account
  • Dealspipeline + forecast
  • Contactsinside the account record
  • Invoicesattached to the deal
  • Knowledgeon the account itself
1 schema · 0 syncs · 1 bill · 1 source of truth

07 · Permissions

Margins, quotas, and forecast — scoped to the right roles.

Workspace-, record-, and field-level controls. AEs see their own pipeline. Managers see the team. Margin and discount data stays scoped to leadership. Customer-facing roles see only what's safe to share.

Company
Contact
Deal Value
Tier
Phone
Close Date
Commission
Account Mgr
Region
Score
Acme Corp
[email protected]
$125,000
Enterprise
+1 555-0123
Q4 2024
$45,000
James Wilson
California
4.8
TechStart Inc
[email protected]
$89,500
Growth
+1 555-0456
Jan 2025
$28,500
Emily Chen
New York
4.2
Global Media
[email protected]
$234,000
Enterprise
+1 555-0789
Mar 2025
$67,200
Alex Rivera
Texas
4.9
DataFlow LLC
[email protected]
$156,750
Startup
+1 555-0321
Feb 2025
$52,100
Maria Santos
Florida
3.9
CloudNine
[email protected]
$78,200
Growth
+1 555-0654
Q1 2025
$31,800
David Park
Washington
4.5
Nexus Labs
[email protected]
$312,000
Enterprise
+1 555-0987
Apr 2025
$89,400
Rachel Kim
Colorado
4.7
Pulse Digital
[email protected]
$198,000
Enterprise
+1 555-0147
May 2025
$58,600
Chris Taylor
Oregon
4.3
Vertex AI
[email protected]
$445,000
Enterprise
+1 555-0258
Jun 2025
$124,200
Sophie Lee
Nevada
5.0
Streamline
[email protected]
$67,300
Startup
+1 555-0369
Jul 2025
$19,800
Nick Adams
Arizona
4.1
Quantum Inc
[email protected]
$289,500
Growth
+1 555-0741
Aug 2025
$82,100
Laura White
Illinois
4.6

From sales teams on Blue

In their own words.

David Zack

Dan Deigan

Ana

Connects to your stack.

Full GraphQL API, webhooks, MCP server, CLI, plus first-class support for Make.com, n8n, Zapier, Albato, and Pabbly. Pipe leads in from your forms, push deals out to your billing system, sync calendar events both ways.

See integrations

Add a teammate.
Don't add a licence.

Drag the team-size slider to your headcount — pay once for your tier, no recurring per-seat fees. Watch what per-seat pricing looks like at sales-team scale.

Users
Over
Advanced features
monday.commonday.com
$6,480
AsanaAsana
$5,940
LinearLinear
$5,400
NotionNotion
$5,400
ClickUpClickUp
$3,780
TrelloTrello
$3,240
BlueGrowth
$299

One-time payment

You save

$4,741

vs. average over 3 years

One price. Pay once. Forever.

Pay once for your tier — no recurring per-seat fees. Size the tier to your team and move up only when you outgrow it.

Starter

For freelancers & small teams

$99

One-time payment

Get Starter
30-day money-back guarantee
  • 5 users
  • 5 workspaces
  • 2,000 records per workspace
  • 5,000 records per org
  • 10GB storage
  • 250 automations / month
  • 3 webhooks
  • 3 dashboards
  • 1 custom role
  • 20 req/s API rate limit
  • Community support
Most Popular

Growth

For growing teams

$299

One-time payment

Get Growth
30-day money-back guarantee
  • 30 users
  • 25 workspaces
  • 2,000 records per workspace
  • 25,000 records per org
  • 100GB storage
  • 1,000 automations / month
  • 10 webhooks
  • 10 dashboards
  • 3 custom roles
  • 50 req/s API rate limit
  • Email support
Best Value

Scale

For large organizations

$999

One-time payment

Get Scale
30-day money-back guarantee
  • 150 users
  • 100 workspaces
  • 2,000 records per workspace
  • 100,000 records per org
  • 500GB storage
  • 5,000 automations / month
  • 50 webhooks
  • 25 dashboards
  • 5 custom roles
  • 200 req/s API rate limit
  • Email support
Secure checkout byStripe

One platform.
Every deal.

Start with one pipeline, hook up a lead form, and let the rest of the team join when they see what you've built.

Get started See all plans