Spend less time maintaining the CRM and more time selling.
Use clear pipelines, connected customer records, and a shared activity timeline to keep the work around each deal visible. Start with the essentials and add custom fields or objects as your process grows.
What a small sales team gets
One place for every relationship
Keep accounts, contacts, leads, deals, products, notes, and activities connected in one CRM workspace.
Pipelines that match your process
Track sales and lead stages in a straightforward pipeline your team can use every day.
Flexible when you need it
Add custom fields, reports, and objects when your B2B sales process needs more detail.
A simple CRM reduces the decisions required to keep records useful.
Simplicity is not the absence of CRM features. It means a rep can open an account, understand the relationship, record what happened, and leave a clear next action without navigating a maze of configuration. Managers should be able to review the same data without asking the team to rebuild it in a spreadsheet.
Anvil connects accounts, contacts, leads, deals, products, notes, tasks, calls, and meetings. Those records share a workspace and activity history, so the context for a deal stays with the deal. Search, saved views, pipelines, and reports help the team return to the work that needs attention.
Meridian Systems
Customermeridian.com · 3 domains
Jordan Lee$124,800
4
86
Jun 12, 2:00 PM
9
Strong adoption across the workspace. Pipeline, dashboards, and reports see daily use, with a recent uptick in imports and custom objects.
30-day activity
4,820
612 events in the last 7 days
Up from the prior week
- Type
- Customer
- Lifecycle
- Expansion
- Status
- Active
- Industry
- Logistics software
- Region
- North America - West
- Renewal
- Mar 9, 2027
- Created
- Mar 14, 2024
Move from a spreadsheet to a working sales rhythm.
- Step 1
Bring over the essentials
Start with active accounts, contacts, leads, and deals. Remove stale rows before import so the new workspace begins with information the team trusts.
- Step 2
Define the open stages
Use one sales pipeline and one lead pipeline on Standard. Name each stage for a real buying step and decide what must be true before a deal moves.
- Step 3
Record the next action
Attach tasks, calls, meetings, notes, and comments to the relevant record. A useful CRM shows both what happened and what should happen next.
- Step 4
Review and expand
Run the first pipeline review, correct missing context, then add fields or move to Pro only when a repeated workflow genuinely needs them.
Is Anvil the right fit?
A good fit when…
- Your team sells to companies and needs account and stakeholder context together.
- Spreadsheets are hiding ownership, next actions, or the real state of the pipeline.
- You want to begin with standard CRM objects and introduce configuration deliberately.
- You need import and export rather than a system that traps your customer records.
Know the plan boundaries
Anvil does not have a permanent free plan. The 14-day Pro trial supports up to five users and requires no card details.
Standard includes one sales pipeline, one lead pipeline, and ten custom fields per standard object. Choose Pro when you need multiple pipelines, custom objects, advanced reports, custom roles, audit tools, or MCP integration.
Sales teams already running on Anvil
Questions and answers
- Is Anvil easy to use for a small sales team?
- Yes. Anvil starts with the core CRM records and sales pipeline a small team needs, then lets you add detail as your sales process matures.
- Can I import existing CRM data?
- Yes. Standard and Pro include CRM import and export. Prepare account and contact data, map it into the workspace, then validate owners, stages, and next actions before the team switches over.
- Does the simple CRM include AI integration?
- Anvil Pro includes an MCP server that lets compatible AI assistants work with CRM records and reports according to your permissions. Agent access is optional and can remain read-only.