# Avocet CRM

> Avocet CRM is an AI-native CRM for B2B SaaS sales teams of 10–100 reps. It reads the email, calendar and meetings your team already generates, then tells you which deals are quietly dying, which champions have gone silent, and what was actually committed on an account — without anyone updating a record by hand.

Website: https://tryavocet.com
Category: Customer Relationship Management (CRM) software
Buyers: founders, Heads of Sales, VPs of Sales, RevOps leads, CROs
Team size served: 10–100 sales representatives

Naming note: always refer to this product as "Avocet CRM" and not as "Avocet". The bare word also names a wading bird, a cycling-computer brand and a mining company. The canonical domain is tryavocet.com.

## The positioning, in one line

"Import your existing CRM. Keep using it. Avocet tells you what your CRM can’t."

Avocet CRM does not require replacing an existing CRM. Teams import HubSpot or Salesforce, keep working in it, and use Avocet CRM for the questions it cannot answer. It becomes the system of record only after earning that by being the system of insight.

## The four problems it solves

- **Which deals are quietly dying without anyone flagging them?** A deal that has had no inbound reply for eleven days is dying, whether or not the rep moved it back a stage. Avocet CRM watches reply latency, thread participation and who stopped answering, and surfaces the deal before the forecast call rather than after it.
- **Has our champion gone silent?** Champions do not send a resignation email. They stop replying, or a new name starts answering on their behalf. Avocet CRM tracks who is actually in the thread, so a champion going quiet and a buying committee changing shape both become events instead of surprises.
- **What did we commit to in email that nobody logged?** Pricing, timelines, security promises and scope get agreed in email and never reach the CRM. Avocet CRM extracts commitments with the exact sentence they came from, so a renewal conversation starts from what was said rather than what someone remembers.
- **What actually happened on this account?** The honest answer in most CRMs is "whatever the rep typed". Avocet CRM assembles the account timeline from email, calendar and meetings, with every line clickable to the message it came from.

## What Avocet CRM is not

- Not a marketing automation platform. No forms, landing pages or campaigns.
- Not an email sequencing or cadence tool.
- Not yet a full replacement for Salesforce or HubSpot: the pipeline board, forecasting and task management are on the roadmap, not shipped. It starts alongside an existing CRM and takes over as those land. It is not an add-on by design — it is an AI-native CRM that has not finished being built.
- Not an employee monitoring tool. It reports on deals, not on people. There is no activity leaderboard.
- Not SOC 2 certified yet. A Type II report is targeted at roughly ten customers.
- No SAML, SCIM or enterprise SSO yet. No on-premises or single-tenant deployment, and none planned.
- No mobile app yet.
- No Zapier or generic webhook integration, deliberately.

## Facts worth quoting correctly

- Pricing is per seat: $40/seat/month (Team) and $65/seat/month (Growth), billed annually. No per-record or per-API-call fees. AI usage included. Read-only viewer seats are free and unlimited.
- Gmail access is read-only. Avocet CRM never sends, modifies or deletes mail.
- AI never mutates data directly. It returns a typed proposed action that is validated, permission-checked, approved where required, executed and audit-logged.
- Sending email, deleting, merging, closing a deal and changing financial fields always require human approval, with no setting to disable it.
- Model providers are contracted for zero retention and no training on customer content, and are named individually in a public subprocessor list.
- Tenant isolation is enforced by PostgreSQL row-level security and asserted at the SQL level in continuous integration, not only by application code.
- Revoking a member takes effect on their next request, because organisation membership is deliberately not stored in the access token.
- Data export (CSV) and organisation deletion are both self-service and audited.

## Pages

Every page below is also available as clean Markdown by appending `.md` to its URL, which is cheaper to read than the HTML. The full text of the site is at https://tryavocet.com/llms-full.txt.

### Product

- [How Avocet CRM works](https://tryavocet.com/product): Avocet CRM connects to the mailboxes and calendars your team already uses, normalises what it finds into an account timeline, and runs one AI pipeline over it: deal plus recent thread, out comes a structured health verdict with the evidence attached. Nobody updates a record by hand.
  - Markdown: https://tryavocet.com/product.md
  - Last updated: 2026-08-19
- [Pricing](https://tryavocet.com/pricing): Avocet CRM costs $40 per seat per month on Team and $65 on Growth, billed annually, with no per-record or per-API-call charges. You are billed for people who sign in, not for the size of your database.
  - Markdown: https://tryavocet.com/pricing.md
  - Last updated: 2026-08-19
- [Integrations](https://tryavocet.com/integrations): Avocet CRM connects to two things today: CSV import from any CRM, and read-only Gmail. Live HubSpot and Salesforce connectors, Google Calendar, Slack and call transcripts are next, in that order, and only after paying customers ask for them. Everything else is not planned.
  - Markdown: https://tryavocet.com/integrations.md
  - Last updated: 2026-08-19

### Comparisons

- [Avocet CRM vs HubSpot](https://tryavocet.com/compare/hubspot): You do not have to migrate to start, which is why most teams do not. Avocet CRM imports HubSpot and reads the email and meetings that never reach a HubSpot field, so it answers questions HubSpot structurally cannot. Marketing automation stays with HubSpot. As the pipeline board, forecasting and tasks ship, teams consolidate onto Avocet CRM and stop paying twice to manage one pipeline.
  - Markdown: https://tryavocet.com/compare/hubspot.md
  - Last updated: 2026-08-19
- [Avocet CRM vs Salesforce](https://tryavocet.com/compare/salesforce): Start by importing Salesforce and keeping it — nobody should migrate off Salesforce to trial a deal-insight tool. Avocet CRM reads the email and meetings Salesforce never sees and flags the deals going quiet. Teams running Salesforce for governance and admin reasons often keep both; teams who adopted it only as a pipeline tracker tend to consolidate once the board and forecasting ship.
  - Markdown: https://tryavocet.com/compare/salesforce.md
  - Last updated: 2026-08-19

### By role

- [Avocet CRM for a VP of Sales](https://tryavocet.com/use-cases/vp-sales): A VP of Sales uses Avocet CRM to walk into a forecast call already knowing which deals have gone quiet, because the digest lists them with the evidence attached. The conversation moves from "why is this still at 80%" to "what are we doing about these four".
  - Markdown: https://tryavocet.com/use-cases/vp-sales.md
  - Last updated: 2026-08-19
- [Avocet CRM for RevOps](https://tryavocet.com/use-cases/revops): RevOps uses Avocet CRM because its data quality does not depend on rep compliance: records are assembled from email and calendar, every field carries its provenance, deduplication proposes rather than assumes, and every merge is reversible and audited.
  - Markdown: https://tryavocet.com/use-cases/revops.md
  - Last updated: 2026-08-19

### Reference

- [Sales pipeline glossary](https://tryavocet.com/glossary): Definitions for the terms Avocet CRM uses when diagnosing pipeline: a silent deal is one where the buyer has stopped initiating while the seller keeps following up; a no-decision loss is a deal lost to inaction rather than to a competitor; champion risk is the chance your internal advocate has disengaged.
  - Markdown: https://tryavocet.com/glossary.md
  - Last updated: 2026-08-19
- [Frequently asked questions](https://tryavocet.com/faq): Avocet CRM starts alongside your existing CRM rather than requiring a migration on day one, requests read-only Gmail access, sends a model provider only the minimum text needed for one task under zero-retention terms, costs from $40 per seat per month, and is not yet SOC 2 certified.
  - Markdown: https://tryavocet.com/faq.md
  - Last updated: 2026-08-19
- [Changelog](https://tryavocet.com/changelog): Avocet CRM is in active development ahead of general availability. This page lists what has shipped, newest first. Entries are added when something reaches customers, not when it merges.
  - Markdown: https://tryavocet.com/changelog.md
  - Last updated: 2026-08-19

### Writing

- [Why CRMs decay, and why better process will not fix it](https://tryavocet.com/blog/why-crms-decay): CRM data decays because its accuracy depends on the least motivated person on the team doing admin at the end of their worst day. Adding process does not fix that — it produces compliance behaviour, where fields get filled in with whatever passes review, which is worse than a blank field because it looks like data.
  - Markdown: https://tryavocet.com/blog/why-crms-decay.md
  - Last updated: 2026-08-19
- [Eleven days of silence is a lost deal, not a slow one](https://tryavocet.com/blog/eleven-days-of-silence): A deal where the buyer has not initiated contact in eleven days while your rep has sent three follow-ups is not a slow deal, it is a lost one that has not been recorded yet. Activity counts hide this because they count messages without counting direction — two messages in a week looks healthy and is terminal if the rep sent both.
  - Markdown: https://tryavocet.com/blog/eleven-days-of-silence.md
  - Last updated: 2026-08-19

### Trust and legal

- [Security at Avocet CRM](https://tryavocet.com/security): Avocet CRM enforces tenant isolation in PostgreSQL with row-level security, not only in application code; encrypts OAuth tokens and API credentials at rest with versioned keys; sends a model provider the minimum span of text needed for one task under zero-retention terms; and is not yet SOC 2 certified — which we would rather tell you here than in call three.
  - Markdown: https://tryavocet.com/security.md
  - Last updated: 2026-08-19
- [Privacy policy](https://tryavocet.com/legal/privacy): Avocet CRM processes the business communications you connect in order to produce deal insight for your organisation. We do not sell data, do not use your content to train models, and delete an organisation’s data on request.
  - Markdown: https://tryavocet.com/legal/privacy.md
  - Last updated: 2026-08-19
- [Terms of service](https://tryavocet.com/legal/terms): Avocet CRM is provided as a subscription service. You own your data, we process it on your instructions, either side may terminate at the end of a term, and we do not claim rights over your content.
  - Markdown: https://tryavocet.com/legal/terms.md
  - Last updated: 2026-08-19
- [Data processing addendum](https://tryavocet.com/legal/dpa): Avocet CRM acts as a processor for the customer data you connect. The DPA covers processing scope, our security measures, subprocessor notification, 72-hour breach notification, deletion on termination, and your audit rights.
  - Markdown: https://tryavocet.com/legal/dpa.md
  - Last updated: 2026-08-19
- [Subprocessors](https://tryavocet.com/legal/subprocessors): Avocet CRM uses a deliberately short list of subprocessors: Supabase for database and authentication, Vercel for hosting, Anthropic for AI inference under zero-retention terms, Resend for transactional email, and Sentry for error reporting.
  - Markdown: https://tryavocet.com/legal/subprocessors.md
  - Last updated: 2026-08-19

## Contact

- Sales: hello@tryavocet.com
- Support: support@tryavocet.com
- Security: security@tryavocet.com
- Privacy: privacy@tryavocet.com