9:00. Your first call is ready.
RAZIO is a sales workflow CRM that tells each rep what to do today: every lead runs on a sequence, and each morning the Today tab hands them one prioritized list of calls and emails. Pricing is flat on every plan, never per seat.
Illustration of the RAZIO Today screen. Names and numbers are sample data.
Your day is already on the board.
This board is one rep's Today tab. Log a call and watch the list re-sort around the next step. Fill in the form and your own setup call takes the top row.
Every lead runs on a sequenceIts step number rides on every row.
One list per repBuilt from what is due today.
- CallNina VasquezDuePinebrook Awnings · Enterprise Outreach · Step 1/7 · Initial Call #1 · High priority
- DemoDana LiuDueCascade Signage · Product Demo Requests · Step 1/3 · Schedule Demo
- EmailTom OkaforDueBluestem Landscaping · SMB Warm Leads · Step 1/4 · Initial Email
- EmailCarla MendesDueHarborline Freight · Email Follow-up Cadence · Step 1/5 · Initial Email
- CallRay DelgadoDueSummit Signworks · Enterprise Outreach · Step 1/7 · Initial Call #1
- CallOwen TateDueRedrock Paving · Enterprise Outreach · Step 1/7 · Initial Call #1
- DemoRachel SteinDueThornbury Nurseries · Product Demo Requests · Step 1/3 · Schedule Demo
- EmailJill HartmanDueFoxglove Interiors · Email Follow-up Cadence · Step 1/5 · Initial Email
01 · Today
Open Today. Do the list. Go home.
The board is the Today tab. One list per rep, built from what the sequences say is due. One action per lead per day, and a skip needs a reason.
- 1
9 completed · 8 remaining · 17 actions
The same count the board opened with.
- 2
Nina Vasquez · step 1/7
High priority and due today. Row 01 on the board.
- 3
Call Customer
One button per lead. Log the work and the next step schedules itself.
02 · Capture
Leads arrive on their own.
Website forms post straight in. Lists arrive by CSV or Excel, de-duplicated, each with an owner already assigned. Every lead lands on a sequence the moment it arrives.
- Owen Tate, Redrock Paving, from import, owner Alex Rivera, new, then Enterprise Outreach step 1 of 7
- Nina Vasquez, Pinebrook Awnings, from import, owner Alex Rivera, new, then Enterprise Outreach step 1 of 7
- Ray Delgado, Summit Signworks, from import, owner Alex Rivera, new, then Enterprise Outreach step 1 of 7
- Jill Hartman, Foxglove Interiors, from import, owner Alex Rivera, new, then Email Follow-up Cadence step 1 of 5
- Carla Mendes, Harborline Freight, from import, owner Alex Rivera, new, then Email Follow-up Cadence step 1 of 5
- Tom Okafor, Bluestem Landscaping, from import, owner Alex Rivera, new, then SMB Warm Leads step 1 of 4
- Dana Liu, Cascade Signage, from import, owner Alex Rivera, new, then Product Demo Requests step 1 of 3
- Rachel Stein, Thornbury Nurseries, from the website form, new, then Product Demo Requests step 1 of 3
- A second Nina Vasquez row in the file is a duplicate and is set aside.
03 · Sequence
Cadences that never drop a lead.
- Calling at every stop
A sequence runs calls and emails until the lead answers. Log the work and the next step schedules itself. Nobody sets a reminder, so nobody forgets to.
- A skip needs a reason
The reason goes on the lead's timeline, and the rep can never edit or delete it. Only an owner can moderate it, and that is logged too.
- Then a breakup step
Quiet leads get a breakup step, then come back around six months later.
- Step 1, Initial Call #1: done
- Step 2, Follow-up Email #1: done
- Step 3, Follow-up Call #2: done
- Step 4, Follow-up Email #2: skipped, reason: will reach out another way, logged and cannot be deleted
- Step 5, Follow-up Call #3: done
- Step 6, Final Call #4: done
- Step 7, Final Email & Disqualify: done, back on the board in six months
04 · Raz
Raz does the boring half.
Ask it what to do next. Raz answers out of your live pipeline, and every record it names is a link.
It cleans up after you too: notes, emails, attachments and new leads. Your data is never used to train models.

- Note Enhance: "called sam, wants demo thurs" becomes "Call with Sam W., requested demo Thursday."
- Email Polish: "hey just checking in on the quote" becomes "Following up on the quote I sent Tuesday. Any questions?"
- Attachment Summarize: a 34-page spec sheet becomes "34-page spec, 3 key requirements noted."
- Lead Auto-fill: an inbound email fills the name, company and phone.
05 · Price
Add a rep. The price doesn't flip.
Flat pricing on every plan, never per seat. Your bill does not change when you hire.
Core covers unlimited users. Growth and Intelligence cover 20 users; over 20, talk to us. Every plan and price is on the pricing page, billed yearly or month to month.
Core plan: one flat monthly price, billed yearly, unlimited users.
The stack
What RAZIO replaces.
The sales-follow-up stack, not your whole marketing department. Three line items, and the honest list of what stays.
Your per-seat CRM
Records, pipeline and deal tracking, at a flat price for the whole team instead of a bill that grows with the team.
A standalone sequencer
The separate cadence tool that sits on top of a CRM and charges its own per-seat fee. Sequences are in every RAZIO plan.
An AI notes add-on
Note cleanup, email polish and attachment summaries, inside the screens you already work in rather than bolted on per user.
What it does not replace: your website, funnels and landing pages, SMS campaigns, or an email marketing platform. RAZIO sends one-to-one sales email as part of a sequence and stops there. If you need the rest, keep the tool that does it, and we will say so on a call rather than after you have signed.
Integrations
Plugs into the tools you already run.
RAZIO connects to your email, your website and your automation stack, so leads and activity flow in and out without copy-paste.
- Outlooktwo-way email and calendar
- Website formskey-scoped intake API
- Zapier and webhooksanything that can POST
- Outbound webhookssigned, on your events
- Your own domainmail verified by DNS
- Import and exportCSV and Excel, both ways
Every feature, every plan
Nothing is hidden behind a sales call.
Every feature in every plan, laid out from the product's own gating rather than a marketing summary, plus the add-ons and services you can put on any plan.
Control
What you can prove about your own data.
Claims limited to what ships today. No compliance badges we do not hold.
Roles and permissions
Reps see their own book, managers see the team, admins control the org. Access is scoped per role, and the login page and sidebar carry your logo, not ours.
A paper trail reps can't erase
Skips and disqualifications are written onto the lead's timeline with their reason, and the person who wrote one can never edit or delete it. An owner can moderate an entry, and that moderation is logged in turn.
Your data in and out
Import from CSV or Excel with dedupe on the way in, and export the same way whenever you want. Leaving works as well as arriving.
Straight answers
The questions we actually get asked.
What is RAZIO?
A sales workflow CRM that tells your team what to do each day instead of waiting for someone to log in. Every lead runs on a sequence, a multi-step cadence of calls, emails and follow-ups that auto-advances as you log each action, so no lead is ever dropped. Each morning the Today tab hands every rep one prioritized list of exactly which calls and emails to make. Raz, the assistant built in, cleans up notes, polishes emails, summarizes attachments and fills lead fields straight from incoming email. It is the CRM and the follow-up engine in one product, and pricing is flat on every plan, never per seat, so a ten-person team pays the same as one. RAZIO is a cloud-based CRM for small business and startup sales teams, bringing lead management, automated sales follow-up, a sales pipeline and deal tracking into one affordable flat price.
How is flat pricing possible?
Because per-seat pricing is a commercial choice, not a technical one. Your bill never changes when you hire. Core covers unlimited users at one flat price, forever. Plans differ in which modules are switched on and the level of support, never in a per-seat fee.
What does migration look like?
A CSV job, not a project. Export contacts, companies and deals from your current CRM, send us the files, and RAZIO imports them with dedupe on the way in so duplicates merge instead of stacking up. We set up the org and run the import with you, and rep ownership carries over so nobody starts on an empty pipeline.
Is my data locked in?
No. Your organization's records are scoped to your org, you can import via CSV or Excel any time, and you can export and take your data with you if you leave. Month to month plans cancel anytime.
Who builds and supports it?
TDweb LLC, which built RAZIO to run its own pipeline first and then opened it to other sales teams. You demo with the people who wrote the code, and support comes from the same team.
Tomorrow at 9:00, every rep knows their first call.
Built by sellers. Not shareholders.
Founder-built and founder-sold. You demo with the people who wrote the code.