A CRM that lives where your marketing happens.
Contacts and deals built into the same workspace as your posts, inbox, and email — with custom fields, segments, and a full activity timeline per contact.
CRM
$24.2k in active leads
What's inside
Contacts
Custom fields, labels, and notes with @mentions. Every contact carries a full activity timeline — posts they engaged, emails they opened, conversations you had.
Deals & pipeline
Kanban pipelines with customizable stages. Deals carry activities, notes, and deliverables — so the next step is always visible.
Labels & segments
Tag contacts, build segments, and use them everywhere: email audiences, automation triggers, and saved views.
Bulk import & export
Import from CSV exports — HubSpot, Salesforce, or anywhere — with field mapping. Bulk update, merge duplicates, export anytime.
A closer look
Every touch, one record.
Posts engaged, emails opened and clicked, inbox conversations, deal changes — activity lands on the contact, so context is never lost.
- Activity timeline per contact
- Notes with @mentions for the team
- Contact pulse: engagement at a glance
Pipelines your team actually updates.
Customizable stages per pipeline, with activities and deliverables per deal — and automations can react when a deal moves.
- Custom stages per pipeline
- Deal activities and deliverables
- Stage changes can trigger automation flows
Wired into everything else.
Form submissions become contacts. Email opens and clicks land as events. Segments feed campaigns. Automations react to all of it.
- Site forms create contacts
- Email engagement lands as contact events
- Segments power email audiences and flows
Three steps to live
Import your contacts
Upload a CSV export from HubSpot, Salesforce, or anywhere — map fields once.
Shape your pipeline
Stages, custom fields, labels — modeled on how your team actually sells.
Let events flow
Forms, email engagement, and deal moves land on contacts automatically.
Built for the teams that ship
One tool fewer
Marketing and pipeline in the same workspace — no sync between your CRM and your content calendar.
Deals with context
Open a deal and see what the contact actually engaged with before the call.
Per-client CRM
Each client workspace keeps its own contacts, deals, and pipelines.
Common questions
Which plans include the CRM?
How do I migrate from HubSpot or Salesforce?
Can automations react to CRM changes?
Is there a contact limit?
Get started with Medal Social today.
Cancel any time. Pilot and every product included.