Nudge CRM

Nudge CRM is an action‑first customer‑relationship tool that emphasizes clear ownership, next steps, and due dates for every deal. It structures work around a “Today” list that aggregates tasks due today, overdue, and within the week, ensuring that follow‑ups are visible and cannot be ignored. The system enforces four simple rules: each deal must have an owner, a defined next action, a due date for that action, and the “Today” list reflects the current truth of pending work.

The platform targets founders and small teams that find traditional CRM workflows cumbersome. It offers AI‑driven import of CSV or XLSX files, automatically detecting businesses, contacts, deals, and activities across multiple sheets, suggesting field mappings, and providing a preview with deduplication before a one‑click import. Users can review, approve, or undo the import to keep data clean.

Pipelines can be shared across the team or kept personal, with templates that match how the group actually works. Filters and views let users focus on specific owners, stages, or timeframes, while the “Today” view remains the single source of actionable items for the entire team.