Most CRMs are databases that wait for you. RAZIO runs your day: every lead sits on a sequence, every morning you get the exact calls and emails to make, and Claude-powered AI cleans up the notes. One flat price — no per-seat math.
Five stations from first touch to paperwork. Every record keeps its full activity history the whole way.
Your website form posts straight into RAZIO through the intake API. Bulk lists come in via CSV or Excel with automatic de-duplication, and every new lead is routed to an owner automatically.
RAZIO's Today tab shows each rep a single daily list of calls, emails and follow-ups, generated automatically from active sequences — one action per lead per day, no manual prioritization. Filter by type, click to call or compose, and check things off. Skipping a step requires a reason — and writes a permanent audit record.
A sequence (cadence) in RAZIO is a pre-built series of calls, emails and touches that runs against a lead until they respond or it completes — so no lead is dropped to a forgotten follow-up. The sequence engine is native to RAZIO — the thing other CRMs sell as an add-on tier. Multi-step cadences with editable delays and email templates, automatic advance when you log the action, a breakup step when they go quiet, and a six-month re-queue so cold leads come back around on their own.
Qualify a lead and RAZIO creates the account, contact and opportunity for you — carrying the entire activity history across so nothing is retyped and nothing is lost. Disqualify with a reason and it's filed, not deleted.
Generate proposal and invoice PDFs from the opportunity, attach files to any activity, and read the whole relationship on one timeline — every note, call, email and stage change, on every record type.
Not a chatbot bolted on the side — small, sharp tools inside the screens you already work in, backed by Anthropic's Claude.
Type rough call notes, hit ✨ Enhance, get clean structured notes in your house style — with one-click undo. In every composer.
● liveDraft the email fast; Polish rewrites it tight and professional before it goes out from your domain.
● liveDrop in a spec sheet or a long PDF — RAZIO reads it and writes the summary into the record's notes.
● liveOwner, Manager and Member roles gate deletes, team management, sequences and settings.
Role changes, deletes, skips and intakes are recorded permanently. Nobody edits history.
Multi-tenant with strict org scoping. Import it in, export it out — it's yours.
Your logo on the sidebar and the login page. Your domain on every email.
AI features are modules — enabled per organization, not forced into your bill.
One monthly number. No per-seat fees creeping up as the team grows.
RAZIO is a flat-price CRM: $99, $199 or $299 a month with unlimited users on every plan — while most CRMs charge per user, a 10-person team here pays the same as a 1-person team. Tiers change only what's switched on and how fast we pick up the phone. Cancel anytime.
USD, billed monthly. No contracts, no per-seat math — nothing hidden behind a sales call.