Skip to content
HighFiveCRM

Early accessAI-first CRM

The CRM that does the busywork.

HighFive CRM is the AI-first CRM for growing teams: one system of record, with AI agents (in early access) that keep your pipeline current and draft your follow-ups, so your team spends its day selling.

Illustrative preview of an AI agent activity feed showing scripted entries such as capturing call notes, scoring leads and drafting follow-ups. This is not a live view of any real data.

01Available today

One system of record, live today

Six connected records — no add-ons, no bolt-ons. Every object links to every other, so context follows the customer.

01

Companies

Track every account, its contacts and its history in one place.

02

Contacts

Keep every person, role and email address at your fingertips.

03

Leads

Capture inbound interest and move it through a defined qualification path.

04

Deals

Move opportunities through your pipeline from first call to close.

05

Activities

Log calls, tasks and notes so nothing is forgotten or overlooked.

06

Tickets

Manage post-sale issues alongside your customer relationships.

02Available today

See every deal, every stage.

Your pipeline shows every open opportunity in one view. Move deals through stages, add notes and keep the whole team on the same page.

  • Configurable stages that match how you sell
  • Notes and follow-ups on every deal
  • One shared view for reps and managers

Illustrative preview of a pipeline board with four columns — Prospect, Qualified, Proposal and Closed — showing placeholder deal cards. This is not a live view of any real data.

03AI agents

Let agents do the data entry.

The capabilities below are in early access. A human reviews and approves any outbound action before it is sent.

Human-approved, always
Early access

Capture activity automatically

Agents log calls and meetings to the right contact record, so your team never has to.

Early access

Score leads by engagement

Agents surface the prospects most likely to convert based on their activity patterns.

Early access

Draft follow-ups for review

Agents write a first draft of your follow-up message. You read, edit and approve before anything is sent.

Early access

Ask HighFive in plain language

Query your CRM data with a natural-language question and get a direct answer.

04Onboarding

Live in an afternoon.

No consultants, no six-week rollout plan. Import, explore, configure and go.

  1. 01

    CSV import

    Bring your contacts and companies across in minutes, not days.

  2. 02

    Sample data to explore

    See HighFive populated with realistic data before you load your own.

  3. 03

    Custom fields

    Add the fields your team actually uses, with no code required.

  4. 04

    Guided checklist

    An in-app checklist walks every new account through the key setup steps.

05Available today

Open by design.

Every account includes API keys and a documented REST API so HighFive fits your existing stack. Build reports, sync records or automate workflows with the tools you already use.

06FAQ

Common questions

Something else on your mind? The demo call is the fastest way to get a straight answer.

Talk to the team

Ready to see HighFive CRM?

Book a walkthrough with the team. We will map HighFive to how your team actually sells.