Everything you need to run a pipeline and tell your story
Every feature below ships in every tier, including Free - Envoy CRM doesn't feature-gate. What changes between tiers is volume (contacts, seats, sends, AI credit allowance), not capability.
Sales pipeline & CRM
The half every general CRM already does - done properly, not as an afterthought.
Contacts & companies
One record for every relationship that matters - investors, partners, customers - not a spreadsheet pretending to be one.
Deal pipeline
A proper Kanban board for tracking deals through your own stages, from first contact to closed.
Tasks & calendar
Follow-ups and deadlines tied to the contact or deal they belong to, not scattered across a separate to-do app.
Documents & templates
Press releases, pitches, and reusable templates with a draft-to-approved workflow - not another folder of Word docs.
Website enquiry capture
An embeddable form for your own site that drops new enquiries straight into Envoy CRM, ready to triage into a contact.
Business card scan
Photograph a business card and Envoy pre-fills a new contact from it - review and save, nothing gets created without you confirming it.
Email logging by forward
Forward an email to your own Envoy address and it's logged against the matching contact automatically, attachments included - no mailbox OAuth to set up.
PR & media management
The half every general CRM leaves out entirely.
Media contacts & lists
Journalist and influencer contacts organised into lists, so the right pitch reaches the right person.
Campaigns & pitch tracking
Who you pitched, when, and what they said back - so two people on a team never pitch the same journalist by accident.
Embargo management
Coordinate release-day coverage across every journalist you've briefed, without a spreadsheet of dates.
Hosted press kits
A hosted, on-brand press kit page you can point journalists at directly - no separate hosting to manage.
Coverage tracking
Every piece of coverage you land, with sentiment, linked back to the contact and campaign that earned it.
What makes it one tool, not two
The bundle only works if these tie the two halves together - and they do.
AI drafting & image generation, credits included
Draft press releases, pitches, articles, and social posts, research contacts, get deal coaching, and generate images, all on Envoy's own AI credits - included on Growth and Agency, and on every trial, no key required. Prefer your own OpenAI, Anthropic, or OpenRouter key? Bring it, on any tier.
Social posting
Connect LinkedIn, Bluesky, or Mastodon, then draft, schedule, and publish straight from Envoy CRM, with per-post engagement stats once it's live.
Analytics integration
Connect your own Plausible or Google Analytics account to see traffic alongside the pitches driving it.
Multi-brand
Run several brands, products, or clients from one account, each with its own contacts, press kit, and campaign history.
See it on your plan
Every tier gets the full feature set above - see pricing for seat allowances and volume limits.
No card required - 14 days of full Growth access, then free forever on our Free tier.
Coming from another tool? See how Envoy CRM compares to HubSpot, Salesforce, and more.
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