Your CRM is free. And it's already where you prospect.

1. 01 · Start with nothing

   Import a list, or build one as you go.

   Upload a CSV and map its columns, or let your accounts and contacts build up as RegieGO finds them. Add custom fields for whatever your team tracks.

   There's no separate CRM to license and no admin project before you can start.

   Import CSV

   q4-target-accounts.csv

   Column in your fileField in RegieGO

   • CompanyAccount name
   • Work emailEmail
   • TitleJob title
   • RegionRegionNew custom field

   Import 248 rows

2. 02 · Everything in one place

   The whole account on one screen.

   People, tasks and notes sit on the account they belong to, beside the research RegieGO did on it. Your team shares the same people and accounts, so everyone works from the same records.

   It's built for prospecting. When a deal is real, it belongs in the CRM your team runs deals in, which is what the sync is for.

   WWebflow900 employees

   ActivityPeopleTasksNotes

   1. Call with Olivia CarterInterested. Wants a Q1 rollout plan.Today
   2. Task: send the rollout planDue ThursdayToday
   3. Email: Q1 rollout planSent from your inboxTue
   4. NotePrefers mornings. Asked for pricing by seat.Mon

3. 03 · Already on a CRM?

   Bring your CRM, or use ours.

   Connect HubSpot or Salesforce on any plan and your records sync in, with a backfill of what's already there. Switch on write-back and RegieGO's work flows back too, so the same work isn't logged twice.

   Each workspace connects one CRM, and it runs alongside your existing tools instead of replacing them.

   HHubSpotConnected

   • Bring in contacts and companiesSynced 2 min ago
   • Backfill existing records1,248 contacts, 186 companies
   • Write back calls, emails and notesLogged as HubSpot activities

   One CRM per workspace

On every plan, Free included. The CRM never costs a credit.