CRM & Lead Management | Outreach-First CRM | BrandJet AI
A CRM That Doesn't Get in Your Way
Track leads through your pipeline, add notes, tag statuses, and see every interaction — without the 6-month implementation project.
Benefits
What CRM & Lead Management changes in the workflow
The specific jobs CRM & Lead Management helps a team complete.
Multiple Views
Kanban boards, tables, grids, or lists. See your pipeline the way that makes sense to you.
Smart Status Tracking
Leads move through stages automatically based on their actions.
Full Timeline
Every email sent, every reply received, every note added. The complete history of every lead.
Connected to Outreach
Your CRM and outreach share the same data. A lead replies? Their status updates automatically.
Pipeline Your Way
BrandJet gives you four views of the same pipeline — kanban, table, list, and grid. Switch anytime.
- Kanban board with drag-and-drop
- Sortable table view
- Quick-scan list view
- Visual grid view
Every Touchpoint, Recorded
Click on any lead and see their complete story. Every email, LinkedIn message, and note in chronological order.
- Campaign interaction history
- Email opens, clicks, and replies
- Notes and manual updates
- Status change timeline
No More Tab Switching
BrandJet's CRM is the outreach tool. Same data, same contacts, zero friction.
- Leads from outreach appear automatically
- Status updates based on campaign actions
- Reply in the inbox, update in the CRM
- Export to HubSpot or Attio if needed
Process
Set up CRM & Lead Management step by step
Follow the working sequence from initial configuration to the next action.
Leads Appear Automatically
Every contact from your outreach campaigns lands in your CRM.
Organize with Lists
Group leads into lists by campaign, industry, status, or any criteria.
Track Progress
See where every lead stands. Statuses update automatically when leads reply or engage.
Close and Report
Move leads through your pipeline. Add notes, set reminders, and export data.
Use Cases
CRM & Lead Management use cases by team
See where this capability fits and which team owns the resulting workflow.
Sales Teams
Track every prospect from first touch to close.
Founders
Lightweight CRM that just works. No implementation required.
SDRs
See which leads are hot, who replied, and who needs a follow-up.
Agencies
Manage client pipelines separately. Each brand gets its own views.
"We were paying $200/month for HubSpot just to track our outbound leads. Switched to BrandJet's CRM and saved the cost entirely."
C
Chris W.
Sales Director, Agency
FAQ
Common questions about CRM & Lead Management
Is this a full CRM?
It's purpose-built for outreach and sales pipeline management. For enterprise features, pair with HubSpot via our integration.