# Sales – Manage contacts, companies, and opportunities. _Published: 2026-05-27_ __ Free 30-day trial · No credit card required # REPLAI Sales, the AI CRM: sell more, manage less Contacts, companies, deals, Gmail-native email, visual pipeline, and AI enrichment on a single platform. **Start your free 30-day trial** — no credit card and free migration support included. [  Start free trial](https://app.replai.net/signup) [  Book a demo](https://booking.replai.net/replai/demo-replai) __ No credit card · __ Set up in < 5 minutes · __ Cancel anytime Product tour Pipeline, contacts, forms, newsletter, and automations. A quick walkthrough of the screens your team will see every day. 01 / 17 ![REPLAI Sales main dashboard](https://replai.net/wp-content/uploads/2026/06/replai-sales01-dashboard.jpg) ![Visual Kanban pipeline of deals](https://replai.net/wp-content/uploads/2026/06/replai-sales02-oportunidades-pipeline.jpg) ![Deals list in table view](https://replai.net/wp-content/uploads/2026/06/replai-sales03-oportunidades-list.jpg) ![CRM contacts list](https://replai.net/wp-content/uploads/2026/06/replai-sales04-contacts-list.jpg) ![360° contact record](https://replai.net/wp-content/uploads/2026/06/replai-sales05-contacts-detail.jpg) ![Companies list](https://replai.net/wp-content/uploads/2026/06/replai-sales06-empresas-list.jpg) ![Company record with deals and contacts](https://replai.net/wp-content/uploads/2026/06/replai-sales07-empresas-detail.jpg) ![Customer database with churn KPIs](https://replai.net/wp-content/uploads/2026/06/replai-sales08-clientes.jpg) ![List of embeddable web forms](https://replai.net/wp-content/uploads/2026/06/replai-sales09-formularios-list.jpg) ![Form editor](https://replai.net/wp-content/uploads/2026/06/replai-sales10-formularios-detail.jpg) ![Public view of the embedded form](https://replai.net/wp-content/uploads/2026/06/replai-sales11-formularios-preview.jpg) ![Sales team tasks](https://replai.net/wp-content/uploads/2026/06/replai-sales12-tasks.jpg) ![Lead scoring with per-entity rules](https://replai.net/wp-content/uploads/2026/06/replai-sales13-leadscoring.jpg) ![Dynamic segmentation lists](https://replai.net/wp-content/uploads/2026/06/replai-sales14-lists.jpg) ![Newsletter campaigns with metrics](https://replai.net/wp-content/uploads/2026/06/replai-sales15-newsletters.jpg) ![Sales file repository](https://replai.net/wp-content/uploads/2026/06/replai-sales16-archivos.jpg) ![Automatic lead assignment rules](https://replai.net/wp-content/uploads/2026/06/replai-sales17-asignaciones.jpg) Main panel ### Sales Dashboard The sales module's main panel: pipeline, activity, and team performance. Live KPIs for acquisition pace, closed revenue, active/won/lost deals, and pipeline value. __ __ 01![](https://replai.net/wp-content/uploads/2026/06/replai-sales01-dashboard.jpg) 02![](https://replai.net/wp-content/uploads/2026/06/replai-sales02-oportunidades-pipeline.jpg) 03![](https://replai.net/wp-content/uploads/2026/06/replai-sales03-oportunidades-list.jpg) 04![](https://replai.net/wp-content/uploads/2026/06/replai-sales04-contacts-list.jpg) 05![](https://replai.net/wp-content/uploads/2026/06/replai-sales05-contacts-detail.jpg) 06![](https://replai.net/wp-content/uploads/2026/06/replai-sales06-empresas-list.jpg) 07![](https://replai.net/wp-content/uploads/2026/06/replai-sales07-empresas-detail.jpg) 08![](https://replai.net/wp-content/uploads/2026/06/replai-sales08-clientes.jpg) 09![](https://replai.net/wp-content/uploads/2026/06/replai-sales09-formularios-list.jpg) 10![](https://replai.net/wp-content/uploads/2026/06/replai-sales10-formularios-detail.jpg) 11![](https://replai.net/wp-content/uploads/2026/06/replai-sales11-formularios-preview.jpg) 12![](https://replai.net/wp-content/uploads/2026/06/replai-sales12-tasks.jpg) 13![](https://replai.net/wp-content/uploads/2026/06/replai-sales13-leadscoring.jpg) 14![](https://replai.net/wp-content/uploads/2026/06/replai-sales14-lists.jpg) 15![](https://replai.net/wp-content/uploads/2026/06/replai-sales15-newsletters.jpg) 16![](https://replai.net/wp-content/uploads/2026/06/replai-sales16-archivos.jpg) 17![](https://replai.net/wp-content/uploads/2026/06/replai-sales17-asignaciones.jpg) __ __ × +40% sales productivity 3x more qualified leads 0 leads lost between emails <5 min initial CRM setup Why REPLAI Sales? ## An AI CRM that works for you, not the other way around Forget CRMs that are complicated, slow, or built for big corporations. REPLAI Sales is designed for sales teams that want results, not a 3-month training program. __ ### Complete sales management Centralize contacts, companies, and deals in one place. With activity history, tags, and custom fields so nothing slips through the cracks. __ ### AI data enrichment Automatically complete your company and lead data with artificial intelligence. Save hours of manual research and keep records always complete. __ ### Native Gmail email Send, receive, and track email directly from the CRM. With reusable templates, HTML signatures, and built-in open tracking. Everything you need ## AI CRM features: everything your sales team needs in one place With REPLAI Sales it's possible. Manage the entire sales cycle — from lead to close — without leaving the platform. __ ### Contacts and companies Complete records with history, tags, custom fields, and linked relationships between contacts and companies. __ ### Visual pipeline (Kanban) Drag and drop deals between stages. Configurable pipeline with statuses, colors, and total-value tracking. __ ### Gmail-native email Send and receive email from the CRM with secure OAuth. Reusable templates, HTML signatures, and open tracking. __ ### Web forms Capture leads directly on your website with embeddable forms that create contacts and deals automatically. __ ### AI lead scoring Prioritize your leads automatically with configurable rules. Hot, Warm, and Cold tags so you know who to call first. __ ### Automations Automatic lead assignment, team notifications, auto-replies, and round-robin distribution among reps. Comparison ## REPLAI Sales vs. HubSpot, Pipedrive, and Salesforce We compare the CRM features — the ones you actually use to sell — not optional add-ons. REPLAI Sales delivers every feature on every plan. Feature REPLAI Sales HubSpot Pipedrive Freshsales Visual Kanban pipeline __ __ __ __ AI data enrichment __ Enterprise only __ Limited Gmail-native email (OAuth) __ __ __ __ Automatic lead scoring __ Pro+ only Pro+ only __ Built-in web forms __ __ Add-on __ Sales automations __ Pro+ only Advanced+ only __ Round-robin and automatic assignment __ Pro+ only Pro+ only __ Unlimited custom fields __ Limited on Free __ __ Every feature on every plan __ __ __ __ Connects with e-signature, HR, ATS, and chatbot on the same platform __ __ __ __ Setup in under 5 minutes __ __ __ __ Contact management ### Every contact with its complete history Centralize all your contact and company information in detailed records with activity history, team notes, and relationships between records. Stop digging for data in emails, spreadsheets, and scattered notes. - Contact and company records with unlimited custom fields - Automatic relationships between linked contacts and companies - Full history: emails sent, deals, notes, and activity - Tags, advanced filters, and dynamic segmentation - Bulk import from CSV, Excel, or any other CRM [Start now](https://replai.net/en/start-now/) [  Book a demo](https://booking.replai.net/replai/demo-replai) Contact record Edit ML Marta López Sales Director at TechSol Hot Customer CONTACT DETAILS Email marta@techsol.com Phone +34 612 345 678 Company TechSol S.L. Industry Technology Lead score 78/100 HISTORY Email sent: Q2 sales proposal Today, 10:32 Deal created: Enterprise License (€18,000) Yesterday, 16:15 Note: Interested in Salesforce integration Mar 28, 09:20 Sales pipeline ### Kanban pipeline: see every deal at a glance Drag and drop deals between stages. Configure your pipeline exactly the way your sales process works, with custom statuses, colors, and total-value tracking per stage. - Kanban board with drag & drop between customizable stages - Multiple pipelines for different products or teams - Accumulated value per stage with close forecast - Alerts for stalled or inactive deals - List, board, and calendar views to suit your preference Pipeline: Sales 2026 New lead (5) Contacted (3) Proposal (4) Won (2) DataPro S.L. €8,500 Warm MarketHub €5,200 Hot +3 CloudNet €15,000 Hot InnoTech €7,800 Warm TechSol €18,000 Hot SaaS Global €22,000 Hot DigitalWorks €12,500 ✓ RetailPro €9,000 ✓ Total pipeline value: €97,500 Close forecast: €42,000 Integrated email ### Gmail-native email: without leaving the CRM Connect your Gmail account with secure OAuth and send, receive, and track all your sales emails directly from REPLAI. Every email is automatically linked to the matching contact and deal. - Gmail connection via OAuth 2.0 (no sharing passwords) - Reusable email templates with dynamic variables - Customizable HTML signatures per user - Open tracking: know who opened your email and when - Attachments and replies visible in the contact's history Email — Gmail connected + New email ML Marta López Re: Q2 sales proposal — Perfect, we'll review it... 10:32 Opened JR Javier Ramírez Demo scheduled — I confirm the demo for Thursday... 09:15 PS Pedro Sánchez Information request — I'd like to learn more... Yesterday Opened COMPOSE To: marta@techsol.com Subject: Q2 proposal follow-up 📄 Template 📎 Attach Send Artificial intelligence ### AI enrichment: complete records in seconds Enter a company's name or domain and REPLAI automatically fills in the industry, size, location, contact details, and social profiles. Save hours of manual research and keep your database always up to date. - Auto-completion of company data: industry, employees, revenue, website - Lead enrichment: job title, LinkedIn, phone, verified email - Duplicate detection with merge suggestions - Automatic periodic refresh of enriched data - Works with any lead: web forms, API, manual import, or integrations AI enrichment ✓ Completed BEFORE (manual data) Name: TechSol Website: techsol.com Industry: — Employees: — Revenue: — LinkedIn: — → AI AFTER (AI-enriched) Name: TechSol S.L. Website: techsol.com Industry: Technology Employees: 45 Revenue: €3.2M LinkedIn: linkedin.com/techsol AUTOMATICALLY ENRICHED CONTACTS ML Marta López Sales Director · marta@techsol.com · LinkedIn ✓ AG Antonio García CTO · antonio@techsol.com · LinkedIn ✓ ⚠ Possible duplicate: «Tech Solutions» — Merge? Smart prioritization ### AI lead scoring: know who to call first Not all leads are worth the same. REPLAI analyzes the behavior, source, and data of each lead to assign an automatic score. Your sales team focuses on the ones most likely to close. - Automatic scoring based on configurable rules - Visual tags: Hot, Warm, and Cold on every record - Combinable criteria: source, industry, size, activity, engagement - Dynamic prioritization that updates with every interaction - Notifications to the assigned rep when a lead moves up a level Lead scoring 🔥 HOT — High priority ML Marta López · TechSol Opened 4 emails, requested a demo, company 40+ employees 92/100 JR Javier Ramírez · CloudNet Filled out a form, visited pricing 3 times 85/100 ☀ WARM — Follow-up recommended PS Pedro Sánchez · DataPro Downloaded a whitepaper, company 15 employees 54/100 ❄ COLD — Nurturing 3 leads with a score below 30... Lead capture ### Web forms: from visitor to lead in one click Embed forms on your website that automatically create contacts and deals in the CRM. No manual integrations, no copy-pasting data. The lead enters your pipeline directly with all its information. - Embeddable forms with HTML code or iframe - Configurable fields: name, email, company, message, phone - Automatic creation of contact + deal in the pipeline - Automatic assignment to the right rep (round-robin or rules) - Instant team notification via email or Slack ![REPLAI Sales web form for capturing leads](https://replai.net/wp-content/uploads/2026/05/replai-sales-form-sp.png) Sales automation ### Automations: let the CRM work while you sell Eliminate repetitive tasks with automatic workflows. From lead assignment to follow-up reminders, REPLAI Sales handles the operational work so your team can focus on closing. - Automatic lead assignment by round-robin, territory, or product - Auto-replies when a new lead comes in (customizable email) - Notifications to the team when a deal changes stage - Follow-up reminders for inactive deals - Workflows configurable by pipeline, stage, or lead type Active automations 5 active ⇄ Lead round-robin New lead → assign to the next available rep ON ✉ Auto-reply to new lead Web form → welcome email with template ON 🔔 Stage-change alert Deal changes stage → notification to the team ON ⏰ Follow-up reminder No activity for 5 days → task + email to the rep ON 🏆 Deal won Mark as won → WhatsApp welcome + create onboarding task ON How it works ## How your team works with REPLAI Sales: from lead to close in 4 steps #### Capture the lead Built-in web forms, manual import, or via API. The lead enters your CRM with complete data and is assigned automatically to a rep. #### Enrich with AI REPLAI automatically completes the company and contact data. Lead scoring prioritizes the most qualified ones. #### Manage and communicate Move deals through the pipeline, send emails from the CRM, and keep a full history of every interaction. #### Close the sale Decide with data. Mark the deal as won and convert the lead into a customer with the entire history intact. ## REPLAI Sales lives inside the REPLAI ecosystem REPLAI is a modular platform. Sales is the CRM, and if you need it you can activate other modules that connect natively: chatbot leads flow into the CRM, you can sign documents with Sign or manage your team with People. Each module is purchased separately, but they all share the same account and the same data. __ Chatbot AI assistant __ Sign E-signature __ People HR and time tracking __ Recruit Hiring with ATS __ Booking Online booking Integrations ## Native integrations: connect REPLAI Sales with your favorite tools REPLAI Sales integrates with the platforms you already use so you don't have to change the way you work. __ Gmail __ Slack __ Zapier __ Make __ REST API __ Webhooks Free 30-day trial ## Start your free REPLAI Sales trial in 3 steps No credit card, no commitment, and free migration support included. In under 5 minutes you have your AI CRM up and running, data imported, and a web form ready to capture leads. 1. 1 ### Create your account Sign up with your email at app.replai.net/signup. We don't ask for a card. Your workspace is created automatically with a Sales license active for 30 days. 2. 2 ### Import or create your data Upload your contacts and companies from CSV or Excel, or build your first pipeline from scratch. AI enrichment fills in the missing information. 3. 3 ### Start closing sales Connect your Gmail, embed the web form on your page, and turn on the automations. Your team receives assigned and prioritized leads from day one. __  What your free trial includes - Full access for 30 days to every CRM feature - Visual pipeline Kanban with configurable stages - AI data enrichment of contacts and companies - Gmail integration (OAuth 2.0) with open tracking - Lead scoring with Hot, Warm, and Cold tags - Web forms embeddable to capture leads from your site - Automations for assignment and notifications - Free import of your data from HubSpot, Pipedrive, Excel, or CSV - Email and chat support during European business hours - No charges when the trial ends if you decide not to continue [  Start my free trial now](https://app.replai.net/signup) __REPLAI for WordPress ## Is your site on WordPress? Bring your leads into the CRM friction-free With REPLAI's **family of free plugins**, every lead your site captures goes straight into the **REPLAI CRM with its full history** — no exports, no manual copies. Three plugins connect your WordPress to the platform and the rest are standalone tools, all on the official WordPress.org directory. [### AI Chatbot Answers, qualifies and creates the CRM contact automatically. The AI chatbot talks to the visitor, understands their intent and generates a qualified lead in your pipeline.](https://wordpress.org/plugins/replai-ai-chatbot/) [### CRM Forms Your Elementor forms enter the pipeline in real time. Every submission creates or updates the contact in REPLAI Sales instantly, with no fragile integrations.](https://wordpress.org/plugins/replai-crm-forms/) [### Online Courses Publish your REPLAI Learn course catalog and sell it online with Stripe, Redsys, PayPal, Flywire and bank transfer. Enrollment and payment connected to your campus.](https://wordpress.org/plugins/replai-online-courses/) And more standalone tools for your WordPress: [GEO / AI SEOllms.txt · ChatGPT, Claude, Perplexity](https://wordpress.org/plugins/replai-ai-seo/) [Cookie ConsentGDPR · Consent Mode v2](https://wordpress.org/plugins/replai-cookie-consent/) [ImagesAlt text & title (SEO)](https://wordpress.org/plugins/replai-image-alt/) [Mega MenuMulti-column menus](https://wordpress.org/plugins/replai-mega-menu/) [See all the WordPress plugins](https://replai.net/wordpress/) Not using REPLAI Sales yet? [Create your free account](https://app.replai.net/signup) Frequently asked questions ## Everything you need to know about the REPLAI Sales AI CRM How does the REPLAI Sales 30-day free trial work? Create your account in under 2 minutes at [app.replai.net/signup](https://app.replai.net/signup), with no credit card required. For 30 days you'll have full access to every feature of the AI CRM: visual pipeline, lead scoring, AI enrichment, Gmail-native email, web forms, and automations. When the trial ends, choose a plan or stay on the limited free tier. Our team helps you migrate from your current CRM at no cost (HubSpot, Pipedrive, Salesforce, Excel…). Do I need a credit card to start the trial? No. The 30-day free trial requires no credit card or banking details. All you need is your email to create the account. When the trial ends, choose a paid plan or stay on the limited free tier, with no surprise charges. What makes REPLAI Sales different from HubSpot or Pipedrive? Three main things. First: AI data enrichment is included in every REPLAI Sales plan, something HubSpot only offers on Enterprise and Pipedrive doesn't offer at all. Second: every CRM feature (lead scoring, automations, forms, email) is available on every plan, with nothing locked behind a tier. And third: REPLAI Sales is part of a modular platform where, if you need it, you can activate complementary modules (chatbot, e-signature, HR) that connect natively with the CRM, without third-party integrations. How does AI data enrichment work? When you add a contact or company, REPLAI automatically looks up publicly available information: industry, size, location, social profiles, contact details, and more. All you need is the company name or its web domain. It also detects duplicates and suggests merging records to keep your database clean. Can I connect my Gmail account to the CRM? Yes, REPLAI Sales connects to Gmail via OAuth 2.0, Google's security standard. This means we never share your password. Once connected, you can send, receive, and track email directly from the CRM, with reusable templates, HTML signatures, and open tracking. Every email is automatically linked to the matching contact and deal. How does lead scoring work? REPLAI lead scoring automatically assigns a score to every lead based on rules you configure: source, industry, company size, engagement level, and activity. Leads are visually classified as Hot, Warm, or Cold so your team knows instantly who to prioritize. The score updates dynamically with each new interaction. Can I capture leads from my website directly into the CRM? Yes, REPLAI Sales includes embeddable web forms you can insert on any page of your site. When a visitor submits one, a contact and a deal are created automatically in your pipeline, assigned to the right rep, and an instant notification is sent. Plus, if you have the REPLAI Chatbot module active, the leads the assistant generates also flow straight into the CRM. How does automatic lead assignment work? You can configure automatic assignment rules by round-robin (equal distribution among reps), by geographic territory, by product or service, or by any custom criteria. When a new lead comes in, the system assigns it automatically to the right rep and sends a notification. You can also set up auto-replies so the lead receives an instant welcome email. How long does it take to set up REPLAI Sales? Less than 5 minutes to get started. Create your account, configure your pipeline stages, and start adding contacts. If you're coming from another CRM, you can import all your data from CSV or Excel. Our team also offers free migration assistance so you don't lose any historical data. Can I connect the CRM with other REPLAI modules? Yes. REPLAI is a modular platform and Sales connects natively with the rest of the modules. For example, if you activate REPLAI Chatbot, the leads the assistant generates on your site are created automatically as contacts in the CRM. If you activate REPLAI Sign, you can send documents for e-signature directly from the deal. Each module is purchased separately based on your needs, but they all share the same data and the same account, without third-party integrations. Is there a limit on contacts or users? REPLAI Sales places no artificial limits on the number of contacts. Add as many as you need. The number of users depends on your plan, but every plan includes full access to every CRM feature, including AI, email, forms, and automations. No features locked behind premium tiers. Is my data safe? Absolutely. REPLAI operates under European regulations (GDPR), with EU-based servers, encryption in transit and at rest, and daily backups. The Gmail connection uses OAuth 2.0, Google's security standard, so we never store passwords. We also offer per-user permission controls so everyone sees only what they need. ## Start your free 30-day trial of the REPLAI Sales AI CRM No credit card, no commitment, and free migration support included. Transform your sales process with a CRM built to sell, not to fill in data. [  Start free trial](https://app.replai.net/signup) [  Book a demo](https://booking.replai.net/replai/demo-replai) __  No credit card · __  Set up in < 5 minutes · __  Cancel anytime