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Deals, quotes, billing and the forecast in separate tools.
Pipeline in the CRM, quotes in a document tool, billing typed into Stripe by hand, and the forecast in a spreadsheet that is out of date by Monday. Reps spend time updating records instead of selling.
- A CRM license for every seat
- Quotes in a separate document tool
- Billing typed in again by hand
- The forecast in a spreadsheet
- Deal data in several places
Deals, quotes, billing and the forecast on one record.
The agents log calls, emails and meetings to the deal. A signed quote can start billing in Stripe. The forecast reads the same deals your reps work.
- Deals and pipeline, with every user included on the Team plan
- Quote, e-sign and billing in one flow
- A forecast from the deals your reps work
- One record for each deal
- Every won and lost deal recorded
The five parts of the graph8 CRM
Each part reads and writes the same deals: each AE's daily list, the pipeline, quotes, the forecast and the leaderboard. The agents do the logging and the drafting. Your reps run the calls and the close. Each part is shown below.
My Desk
Each AE's ranked list of deals for today
Deals
Stages, deal values and win probability
Quotes
Quotes, e-sign and billing
Forecasting
A weighted forecast from open deals
Leaderboard
Team rankings on calls, meetings and wins
The deals each AE should work today
My Desk is each rep's daily list in the graph8 Work app. It ranks each item by urgency and deal value: meeting prep, a deal at risk, a buyer who has gone quiet, a spike in intent. The AE resolves each one in one click, with undo, and sets each decision type to Autopilot, Approve or Off.
- Items ranked by urgency and deal value
- Resolve in one click, with undo
- Autopilot, Approve or Off for each decision type
- Each item carries the account context
prep ready
Deals and pipeline, in graph8 or synced to your CRM
A board of deals by stage, with win probability, stage history and at-risk flags built in. Use it as your CRM, or keep HubSpot, Salesforce, Pipedrive, Outreach or Salesloft and graph8 syncs both ways. On the Team plan every user is included, so there is no CRM license per seat.
- Board by stage, with win probability
- Stage history and at-risk flags
- Wins and losses recorded automatically
- Two-way sync with HubSpot, Salesforce and Pipedrive
Quotes, e-sign and billing
Build a branded quote from the deal, with line items and discounts, and send it for e-sign. When the buyer signs, graph8 can set up billing in Stripe: a customer, a subscription or invoice, and a payment link. Your rep sets the terms and decides when the quote goes out.
- Branded quotes with line items and discounts
- e-sign built in, no separate tool
- Billing set up in Stripe when the quote is signed
- No separate document or signature tool to buy
$32,000
A weighted forecast from the deals your reps work
graph8 weights open pipeline by stage and probability, flags deals at risk 90 days out, and shows what moved since the last forecast and why. It reads the same deals your AEs work, so nobody pulls a spreadsheet on Monday. CRO Copilot drafts the QBR from it for you to review.
- Weighted forecast from open deals
- At-risk deals flagged 90 days out
- What moved since the last forecast, and why
- Pipeline, conversion and customer reports by source
- CRO Copilot drafts the QBR
92% to target
Team rankings, in the office or remote.
A feed of deals closed, meetings booked and calls connected, with rankings by rep and by team and competition cycles you set. When a deal closes, the whole team sees it, wherever they sit.
- Feed of closes, meetings and connected calls
- Rankings by rep, team and region
- Competition cycles you set
- Works for a team in the office or remote
Who does each step, from deal to payment
The deal becomes a quote, the buyer signs, billing is set up, the deal moves to won and the commission is logged. The agents do the drafting and the record keeping. Your rep runs the signature and the close.
$32K . commit
agentQ-2026-0041
agentsigned
humanStripe invoice
agent+$32K
humanlogged
agentThe deal, the quote, the signals and the activity on one record
Every part of the CRM reads and writes the same record, so the forecast, the leaderboard and each AE's list show the same numbers. If you keep another CRM, graph8 syncs these changes to it both ways.
Deal$32K . commit
QuoteQ-2026-0041
Win prob82%
OwnerAlex
Every feature in the CRM
Each one has its own page with what it does, what your team still does, and an example.
What changes for your team
Four differences from running a CRM with separate quote, billing and forecast tools.
Every user included
Deals, stages and the forecast use the same contact and activity data as your campaigns. On the Team plan every user is included, so adding a rep does not add a CRM license. If you keep another CRM, graph8 syncs with it both ways.
Quote, e-sign and billing in one flow
Build a branded quote, send it for e-sign, and when the buyer signs, graph8 can set up billing in Stripe: a customer, a subscription or invoice, and a payment link. Nobody types the deal into a second tool.
A forecast from the deals your reps work
The forecast reads the same deals your reps work, weighted by stage and probability, with at-risk deals flagged 90 days out. Nobody pulls a spreadsheet or reconciles versions on Monday.
The agents do the admin
The Deal Agent drafts proposals, redlines and quotes. CRO Copilot drafts the forecast notes and the QBR. Your reps review what goes out and spend the day on calls and closing. Every AI action is logged.
What each team uses in the CRM
What your AEs use
My Desk ranks each AE's day. Deals hold the pipeline. The Deal Agent drafts the proposal, redlines and quote for the AE to review and send. Reps spend less time on data entry and more time on calls.
Reps spend the day on deals, not on updating records.
Built on a decade of CIENCE campaign data
graph8 is built on a decade of CIENCE campaign data, across thousands of B2B campaigns. The pipeline and forecast playbooks draw on what booked meetings and closed deals in that work.
An AI CRM that updates from calls, email and deal activity.
An AI CRM uses automation and AI to keep records current, rank the work and help teams move deals forward. graph8 keeps contacts, signals, conversations, deals, quotes and forecasts on one record, so the CRM updates from the work your team does instead of from manual data entry.
- Create and update CRM context from calls, email, intent, and workflow events.
- Prioritize the next deal or account from current buyer and pipeline signals.
- Run native deals, forecasting, quotes, signatures, and billing handoffs.
- Log every automated update so your team can see and review it.
What is an AI CRM?
An AI CRM uses automation and machine intelligence to maintain customer records, prioritize work, summarize context, and recommend or execute next actions.
How does the graph8 CRM fill itself?
graph8 writes calls, emails, intent, workflow events, deal activity and other signals back to the same account and deal records. If you keep HubSpot, Salesforce, Pipedrive, Outreach or Salesloft, graph8 syncs with it both ways.
Does graph8 include quoting and forecasting?
Yes. graph8 Revenue includes native deals and pipeline, forecasting, CPQ and e-sign, billing handoffs, AE workflows, and team scoreboards.
You pay for what the agents run. Every user is included on the Team plan.
Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target. Three ways in.
A free entry point to the full platform. No credit card.
- 1,000 contact reveals to start
- 500 execution actions free
- Full platform access, no card
- Then $0.05 per credit
Unlimited contact data, in the tools you already use.
- Unlimited contact data, fair use
- 2,500 execution credits a month
- Priced per user, not per org
Unlimited users and data. Every app, one bill.
- Campaigns, dialer, AI voice, and AI workflows
- Meetings routed and booked for you
- 10,000 execution credits a month
- Unlimited users, no seat fees
- 7-day free trial, no credit card
Everything in the Team plan
$99 / mo, all includedThe $99 Team plan is the full platform: everything below, for the whole org. MCP Unlimited and Pay as you go are lighter entry points with usage and seat limits.
What the agents run
10,000 credits included- Campaigns and sending infrastructure Mailboxes, domains, and deliverability run for you, end to end.
- 5-channel sequencer Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
- Dialer and AI voice agents Reps call from the built-in dialer. AI voice answers inbound calls, makes outbound ones and books the meeting.
- AI inbox Every inbound email, LinkedIn message and reply sorted, drafted and answered.
- Meeting routing and booking Route leads to the right rep and book the meeting automatically.
- CRM, pipeline, and quotes Deals, quotes, and each rep's daily list in My Desk.
- Studio content engine Brand, newsletters, landing pages, ads, and campaign content.
- AI agents and workflows Operator and Executor agents for RevOps, deal reviews, and SDR work.
Contact data
Included- MCP Unlimited for every user A $25 per user value, included for the whole org on the Team plan.
- No monthly cap on contact data Reveals, lookups, enrichments, and exports run org-wide, every seat.
- Buying signals Visitors, intent, hiring, and job-change signals on every account.
- Waterfall enrichment Third-party providers, pay on match or bring your own keys.
- Free search and browse Your whole team explores 700M+ contacts and 100M+ companies.
For the whole team
Always on- Unlimited users, no seat fees Invite everyone. Pricing never scales with headcount.
- Every feature unlocked No tiers gating voice, enrichment, sequencer, campaigns, or desktop.
- Built-in CDP and integrations Warehouse, 500+ connectors, two-way CRM sync included.
- Month-to-month, no contracts Cancel anytime.
- Fair-use rate limits Limits apply on all plans. They guard against scraping, not real GTM work.
Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target.
Try the CRM on your own deals
Sign-up takes about ten seconds with Google or Microsoft. Then an agent sets up the account with you, including your mailbox, calendar and CRM. Free to start, no card.