Tricycle AI CRM: the CRM that fills itself.
A lean, AI-powered CRM for small sales teams. We set up your pipelines, connect your email and deploy AI agents that keep your data complete, so you always see exactly where your deals stand. Without the complexity or price tag of HubSpot or Salesforce.
Most CRMs fail small teams. Not because they’re bad, but because nobody fills them in.
Big-name CRMs are built for enterprises: expensive seats, months of implementation and a hundred features you’ll never use. The result is the same everywhere: stale data, no insight, and a sales team working from their inbox instead.
Enterprise pricing
Per-seat licences and paid add-ons that add up fast for a team of five.
Too complex
Endless configuration, consultants and training before you see a single pipeline.
Nobody updates it
Sales people sell; they don’t type. Data is incomplete within weeks.
Email lives elsewhere
The real conversations happen in the inbox and never make it into the CRM.
No real insight
Without clean data, forecasts and dashboards are guesswork.
Disconnected from Social
Leads generated on Social are copied by hand, or lost altogether.
Set up, connected, and kept clean by AI.
Tricycle AI CRM is a service as much as a product: we build it around your sales process, connect your channels and put AI agents to work so it stays accurate without effort.
Built around how you sell
We design your sales pipelines with you: stages, deal values, owners and win criteria. Live within days, not months.
Conversations logged automatically
Outlook or Gmail connected. Every email thread is matched to the right contact and deal, with AI summaries of where things stand.
An AI team that fills in the CRM
Named agents with a role (Sales, Ops, Finance) check every record, complete missing fields from email and Social, flag deals without a next step and draft the follow-up for you.
See your business at a glance
A live dashboard with pipeline per phase, open value, attention needed and recent activity. Including a 3D office view where every sponsor, customer or prospect has a place.
A CRM your team wants to open.
Not another spreadsheet with tabs. Tricycle AI CRM turns your pipeline into a place: a 3D office or playing field where prospects walk in, move through the stages and become customers. Behind it, the numbers your business runs on.
3D office & field view
Every prospect, customer and sponsor has an avatar and a spot. Who is in the “closing” zone? One look says it all.
Attention needed
The control agent lists what needs follow-up, in order of urgency: no movement for 7+ days, missing next step, proposal sent but unanswered.
Your own AI assistant
A built-in assistant (named after your business) answers questions about your pipeline, drafts follow-ups and logs activity from a chat.
Every channel logged
LinkedIn, email and Teams touchpoints are logged per contact, so you see which channel actually moves deals.
Forms & sign-ups synced
Connect your website or sign-up form: new leads and applications land in the pipeline automatically.
Pipeline per phase
New, approached, in conversation, proposal sent, won, lost. With open value and renewal forecast per period.
Your Social leads land straight in the pipeline.
Tricycle AI CRM connects natively to Engaging with AI and Recruitment with AI. New connections, warm replies and scheduled calls from Social are created as contacts and deals automatically, with the full conversation attached.
No copy-paste, no lost leads, and one place where Social, email and pipeline come together.
Live in weeks, improving every month.
Discovery
We map your sales process, channels and reporting needs in one working session.
Set-up
Pipelines built, email and Social connected, existing contacts imported and cleaned.
Agents & dashboards
Control agents configured to your rules; dashboards designed for founders and sales leads.
Adopt & improve
Team onboarding, then a monthly review to sharpen pipelines, agents and reporting.
Enterprise CRM power, sized for a small business.
| Tricycle AI CRM | HubSpot / Salesforce | |
|---|---|---|
| Built for | Small businesses, 1–25 sales people | Enterprise and mid-market |
| Time to live | Days to weeks, set up by us | Weeks to months, often with consultants |
| Keeping data complete | AI control agents fill and check records | Manual entry, add-on AI at extra cost |
| Email & Social capture | Included, native link to Engaging with AI | Partly, via paid tiers and integrations |
| Pricing | Simple, predictable, no per-feature upsell | Per seat, per hub, per add-on |
| Support | Monthly review with your Tricycle consultant | Ticket-based, tiered |
What it looks like in practice.
Real dashboards and pipelines from Tricycle AI CRM implementations.
Sponsor Command Center for a sports club. Open pipeline this season, sponsor boards occupied, prospects on the field, pipeline per phase and the busiest channel (LinkedIn). The club’s own AI assistant suggests who to follow up next, and members refer sponsors through a form that lands straight in the pipeline.
Building an AI-first company. We run on it ourselves.
This is Tricycle’s own Operations Room. Every AI agent is a colleague with a name and a desk: Sales, Ops, Finance, Market, Partners, Licences. One command line to ask anything.
What we build for our own business, we build for yours.
Good evening. Here’s what needs you today.
Revenue per month and per label, customers live, seats complete, open pipeline. Below it, the control agent’s list: every customer with something missing (company page, seats, start date, pricing, stakeholder email), the pipeline per stage and who was updated last.
Every customer has a desk. Every prospect is waiting at the door.
The Command Center for LinkedCall, a Tricycle label. Customers and prospects are avatars in a 3D office; a flag means an action is open. Left: the 88 open action points, grouped per customer. Right: onboarders who signed but aren’t live yet, and new leads. The AI agent walks the floor.
Drag, drop, done. Every deal in the stage it belongs.
The pipeline board for one of our own labels. Package, seats, value and owner on every card; one click to the next stage. The ticker on top keeps the whole team honest: customers live, prospects, monthly revenue and open action points.
For teams that sell, not for teams that administrate.
See your pipeline the way it should look.
Book a demo and we’ll show you a live Tricycle AI CRM, built around a sales process like yours.
