AKM Advisor is a CRM with projects, estimates, contracts and invoicing in one workspace — and you connect the AI you already use: Claude, ChatGPT, Copilot, Gemini or your own agent, with the permissions you choose. No AI credits to buy. Plans are priced per team, not $20–100 a head: Professional is $49 a month with 10 users included, and each extra user is $5.
Free plan for one person · Starter $19/month with 3 users included · Cancel anytime
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.
Bring your own AI
The old idea of a CRM was "our built-in assistant, billed in credits". AKM Advisor drops that. Your CRM becomes a system your own AI works in: Claude, ChatGPT, Gemini, Copilot, an open-source model on your laptop or a bot you wrote — anything that can read a link and call an HTTP API. You give the agent a link with a key and a protocol; it does the rest. The agent reads your business brief, works inside the CRM with the permissions you set, and writes back what it did. You pay your AI provider; we don't mark it up.
$ curl https://app.akm-advisor.com/api/v1/agent/crm/ping \
-H "X-Agent-Key: ••••••••"
{
"ok": true,
"agent_name": "sales-assistant",
"modules": {
"leads": "write",
"deals": "write",
"projects": "read",
"forms": "write",
"finance": "none",
"knowledge": "write"
}
}
$ curl -X POST .../agent/crm/cards/lead \
-H "X-Agent-Key: ••••••••" -d '{
"name": "Harbor Engineering",
"source": "browser:linkedin",
"contacts": [{ "email": "dana@harbor.example" }],
"original_data": "…full profile text…"
}'
Why team pricing
Most CRMs charge for every user. Add a coordinator, a part-time salesperson or a bookkeeper and the bill goes up — so teams share logins, keep half the company out of the system, and the CRM stops being the source of truth. AKM Advisor prices the plan for a team: Starter includes 3 users, Professional 10, Enterprise 20. Each extra user is $5 a month, up to the plan's cap — not another full seat.
| Team of 10 people | Monthly | Per year |
|---|---|---|
| AKM Advisor — Professional (10 users included) | $49 | $588 |
| HubSpot Sales Hub Starter — $20 per seat | $200 | $2,400 |
| HubSpot Sales Hub Professional — $100 per seat | $1,000 | $12,000 |
HubSpot prices are public list prices on annual billing, checked on September 12, 2026 at hubspot.com/pricing/sales. AKM Advisor prices are from our own pricing table below. Feature sets differ; compare what you actually use.
| Team of 25 people | Monthly | Per year |
|---|---|---|
| AKM Advisor — Enterprise (20 included + 5 × $5) | $124 | $1,488 |
| HubSpot Sales Hub Starter — $20 per seat | $500 | $6,000 |
| HubSpot Sales Hub Professional — $100 per seat | $2,500 | $30,000 |
Move the slider. The plan is picked for you.
What's inside
Sales, delivery and money live in the same place, so a deal turns into a project, a project into an invoice, and nobody retypes anything.
A kanban pipeline for leads and one for deals, with stages you define. Each card keeps the whole history: calls, notes, files, estimates, contracts and invoices attached to it. A lead becomes a deal in one click and takes its history and attachments along.
Quote a job from your price list with cost and markup (Estimates is an add-on module), turn the accepted estimate into a contract with payment stages, and issue an invoice per stage. Clients sign contracts by link and pay invoices by link through Stripe; the status comes back to the deal.
When a deal is won, delivery starts in the same workspace: a project with a kanban board, a Gantt view, backlog, sprints, milestones and time logs. Invoices and expenses can be tied to the project, so you see margin per job, not just revenue per month.
Website forms, Facebook and Instagram Lead Ads, a support chat on your site and scheduled meetings all create leads in the same pipeline with the source recorded. Your team gets the inquiry in Telegram with the text and photos attached — no need to open the app to know what came in.
Build a site on a free subdomain or your own domain with SSL. Contact forms on it create leads in your pipeline, short links and event links track what visitors click, and page versions can be rolled back. This very page is built with it.
No implementation project, no onboarding call required.
Sign up, name your company, invite the team. The free plan has no time limit; paid plans start when you need more people or contacts.
Define lead and deal stages, drop a form on your site, connect Facebook Lead Ads and the Telegram bot. Bring existing contacts in through the API or your agent.
Copy the connection link, give it to your AI agent, answer the brief. From then on it can qualify leads, draft estimates and keep cards up to date.
Pricing
Each plan includes a group of users. Need one more person? $5 a month, up to the plan's cap. Two months free on annual billing.
For one person getting started
For small teams
3 users included · up to 5 · +$5 per extra user
For growing teams
10 users included · up to 20 · +$5 per extra user
For larger organizations
20 users included · up to 50 · +$5 per extra user
Prices in US dollars. Payments by card through Stripe. Cancel anytime; the workspace drops to the Free plan, your data stays.
If your work has a quote, a contract and a project behind every deal, a sales-only CRM leaves half of it in spreadsheets.
Site visit → estimate from your price list → contract with payment stages → invoice per stage. Photos from the site attach to the deal and reach the team in Telegram.
Proposals, retainers and project boards in one place. Content calendar and media channels for the delivery side, invoices tied to projects so you see margin per client.
Long sales cycles with several signers on a contract, milestones and time logs on the project, and a knowledge base your agents can read before they touch a card.
Each plan has a monthly price that already includes a set number of users: 3 on Starter, 10 on Professional, 20 on Enterprise. If you need more people, each extra user is $5 a month, up to the plan's cap (5, 20 and 50). Per-seat CRMs charge the full seat price — typically $20 to $100 — for every user, so a 10-person team pays ten times the single-user price.
Yes. The Free plan is for one user with up to 100 contacts and 20 deals, and it does not expire. No credit card is required to create a workspace. You upgrade when you add people or outgrow the limits.
By design. Instead of a built-in assistant billed in credits, AKM Advisor connects the AI agent you already use — Claude Code, Copilot, or a bot you run — through the Agents Connection page. The agent gets a link with a key, a protocol and your business brief, and works inside the CRM with the permissions you set. Two exceptions run on our side because they must: the support chat widget for your website and the estimate calculator, both using an AI key you add in settings.
Export contacts, companies and deals from your current tool as CSV. Then either use the bulk-create API, or connect an AI agent and hand it the file: it maps the columns to fields, creates the records and cleans duplicates, because it has write access to the same API your team uses. A point-and-click CSV importer is on our roadmap.
No. Modules can be switched off per workspace, and the price does not change with the number of modules you use. Many teams start with leads and deals and turn on estimates, contracts or projects later.
Data is stored on AWS servers in the United States, encrypted in transit and at rest, with daily backups. Every workspace is isolated. You can export contacts, deals and other records at any time, and the API gives full read access to your own data. See the Security page.
You can cancel from the billing page at any time. The workspace moves to the Free plan at the end of the paid period; your data stays and remains exportable. There are no cancellation fees.
Create a workspace in a minute. Invite everyone who touches a customer. Pay one price.
Start free — no card neededQuestions first? Talk to us.