The proactive CRM that actually runs your sales workflow.
Most CRMs are passive databases that demand manual data entry. Ours works alongside your reps—guiding daily actions, automating admin, and keeping deals moving.
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Got it, we have your details. Pick a time and we will have your organization created and your leads imported before the call starts.
Book your 15-minute setup callFlat pricing, never per seat, and a 15-minute setup call before your trial starts. No card, no self-serve signup.
Built by Sellers.Not Shareholders.
Founder-built and founder-sold. You demo with the people who wrote the code.
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, so a ten-person team pays the same as one.
Built around your sales day, not a database.
Five stations from first touch to paperwork. Every record keeps its full activity history the whole way.
Leads arrive on their own.
Website forms post straight in. Bulk lists arrive by CSV or Excel, de-duplicated, each with an owner already assigned.
Open Today. Do the list. Go home.
One list per rep, built from what the sequences say is due. One action per lead per day, and a skip needs a reason.
Two things that stop happening.
The sequence keeps going when the week does not
Every lead lands on a cadence the moment it arrives. Log a call and the next step schedules itself. Nobody sets a reminder, so nobody forgets to. Leads who never engage get a breakup step and then a re-queue six months out, which means quiet leads come back around instead of dying in a list.
Skipping is allowed, and it is recorded
A rep can skip any step, but the skip needs a reason, and that reason is written straight onto the lead's timeline in the same moment the sequence advances. The rep who skipped can never edit or delete it. Only an owner can moderate the entry, and the moderation is logged too. So a lead that went quiet always carries its own explanation, in front of whoever opens the record next.
Sequences
Cadences that never drop a lead.
Automated sales follow-up, built in: a sequence runs calls and emails until the lead answers. Log the work and the next step schedules itself. Quiet leads get a breakup step, then return six months later.
One click from lead to deal.
One click creates the account, contact and opportunity, history intact. Disqualify with a reason and it is filed, not deleted.
Proposals and invoices, out of the same tab.
Proposal and invoice PDFs generate from the opportunity itself. Every note, call and stage change sits on one timeline.
Raz does the boring half.
Raz is the assistant built into RAZIO. Four things it does today, inside the screens you already work in.
Ask it what to do next.
Raz answers out of your live pipeline rather than a general model, and every record it names is a link you can click straight through to.
Note Enhance
Rough call notes become clean structured notes in your house style. One-click undo, in every composer.
“called sam, wants demo thurs” Call with Sam W., requested demo Thursday
Email Polish
Draft it fast, then let Raz tighten it before it sends from your own domain.
“hey just checking in on the quote” Following up on the quote I sent Tuesday. Any questions?
Attachment Summarize
Drop in a spec sheet or a long PDF. Raz reads it and writes the summary into the record.
spec-sheet.pdf 34-page spec, 3 key requirements noted
Lead Auto-fill
A lead emails in, Raz reads it and fills the record's fields instead of you copying them across.
inbound email Name, company and phone filled
That is the whole list. Raz does these four things well rather than claiming to do everything, and your data is never used to train models.
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.
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
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.
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.
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. Growth and Intelligence cover 20 users flat; a bigger team adds another band of 20 at the same plan price. The price moves only at renewal, when headcount has crossed a band boundary, never mid-contract and never because one person was hired. 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.
Flat pricing, never per seat, and a short call before your trial starts.