Manage deals, tasks, emails, and analytics in one platform. Let AI handle the busywork so your team can focus on closing.
Free plan available · No credit card required
Product Screenshot — Pipeline View
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Trusted by growing teams worldwide
AKM Advisor replaced three separate tools for us — CRM, project management, and invoicing. Our team saved 12 hours per week.
FEATURES
CRM, project management, email, documents, finance, and AI — all in one platform, without the enterprise price tag.
Smart deal tracking with drag-and-drop pipelines, AI-driven lead scoring, automated follow-ups, and a visual sales funnel canvas. Close more deals with less effort.
Kanban boards, sprints, backlog grooming, roadmaps, Gantt-style timelines, and team workload tracking. Keep every project on schedule.
Gmail & Outlook OAuth, open/click tracking, templates, and AI-written drafts. Your inbox, connected.
Revenue dashboards, team performance metrics, AI-generated insights, and automated monthly reports.
DocuSign-style contracts with field insertion, e-signatures, view tracking, and auto-generated invoices with unique numbers.
Invoicing, expense tracking, bank accounts, Stripe Connect payments, budgets, and tax reports — all in one place.
Calendly-style booking with Google Calendar sync, configurable time slots, buffer times, and automatic confirmations.
Trigger-based automation like Jira: auto-send emails, SMS, update fields, or assign tasks when events happen in the system.
Drag-and-drop site editor with AI copy assistant
Embeddable lead capture and booking forms
Catalog management with pricing and inventory
Internal wiki with rich text and file sharing
Employee management, vacancies, and recruitment
Workflows, content calendar, and media channels
Capture, vote, and prioritize new ideas
N8N-style canvas to map customer journeys
Every capability included in the platform
HOW IT WORKS
No consultants, no month-long setup. Start closing deals today.
Create your workspace in 30 seconds. Free plan, no credit card.
Import contacts, connect your email, and set up your sales pipeline.
Let AI help you close more deals while you focus on what matters.
PIPELINE
Drag-and-drop pipeline with real-time updates. AI scores your deals and suggests next steps to keep momentum.
Pipeline Screenshot
AI Chat Screenshot
AI ASSISTANT
Ask questions, draft emails, summarize deals, and get smart recommendations — all powered by AI that understands your business.
ANALYTICS
Real-time dashboards for revenue, team performance, and pipeline health. Get AI-generated monthly reports delivered to your inbox.
Analytics Dashboard Screenshot
INTEGRATIONS
Seamless integrations with the tools you already use, plus a REST API for everything else.
PRICING
Start free. Upgrade when you're ready. No surprises.
For individuals getting started
For small teams
For growing teams
For large organizations
FAQ
AKM Advisor is an all-in-one CRM, ERP, and project management platform with built-in AI. It helps teams manage deals, tasks, emails, and analytics in one place — without needing multiple tools or enterprise-level budgets.
AI is built into every part of the platform. It can draft emails, score deals, generate reports, automate tasks, and answer questions about your data. Each plan includes a monthly AI token allowance — you can use it for any AI feature.
Yes. You can import contacts, deals, and tasks via CSV or use our REST API. We also provide migration guides for popular CRMs like Pipedrive, HubSpot, and Salesforce.
Absolutely. We use AES-256 encryption at rest, TLS 1.3 in transit, and all payments are processed through Stripe (PCI DSS Level 1). We're GDPR compliant and offer data export at any time.
We accept all major credit and debit cards (Visa, Mastercard, Amex) via Stripe. Annual plans can also be paid by invoice for Enterprise customers.
Yes. You can cancel your subscription at any time from your account settings. You'll keep access until the end of your billing period, and you can always export your data.
Yes! We offer a free plan that you can use indefinitely, plus a 30-day free trial of any paid plan. No credit card required to start.
Start your 30-day free trial today. No credit card required.
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