CRM BOB: the CRM that already knows your GTM plan

What does CRM BOB offer? CRM BOB is a CRM for solo founders and small teams. Its main benefit is simple. Every lead is scored against your real GTM plan the moment it arrives.

In summary: CRM BOB turns your go-to-market plan into a working pipeline of leads, deals and revenue.

How CRM BOB turns your GTM plan into pipeline

Most founders lose leads because their CRM does not know who they are selling to. CRM BOB fixes that by reading the Venture File you build across the CEO Bob suite. That file holds your ideal customer profile, your positioning and your go-to-market plan. When a new contact arrives, CRM BOB compares it with that plan and tells you how well it fits. You can then decide who to call first, which deals to push and where your revenue is really coming from. The result is a CRM that works like a teammate, not a spreadsheet you have to maintain.

1. Create your workspace and choose business or charity mode.
2. Import your contacts from a spreadsheet or your old CRM.
3. Let CRM BOB score each lead against your ideal customer profile.
4. Work your pipeline on the deal board and log every call, note and task.

Why founders choose CRM BOB

• It knows your ideal customer from day one, pulled from your Venture File.
• It scores leads against your actual strategy, not generic fields.
• It is built for one-person teams, with zero admin overhead.

Pricing

• Starter: $29 per month for contacts, tasks, imports and pipeline management.
• Pro: $79 per month adds newsletters, analytics, duplicate merging and team management.

FAQ: Common Questions About CRM BOB

Q: What is CRM BOB?

A: CRM BOB is a customer relationship manager for solo founders and small teams. It collects the leads from your go-to-market work and scores them against your ideal customer profile. You spend your time on conversations instead of data entry.

Q: Who is CRM BOB for?

A: CRM BOB is built for solo founders, bootstrappers and small businesses with one to ten people. It also has a charity mode for small nonprofits that track donors and donations. It is not designed for large sales teams that need heavy customization.

Q: How is CRM BOB different from HubSpot or Pipedrive?

A: Generic CRMs start empty and expect you to configure fields, stages and scoring rules. CRM BOB reads the shared Venture File from the CEO Bob suite, so it already knows your ideal customer and your plan. Setup takes minutes instead of weeks.

Q: How much does CRM BOB cost?

A: The Starter plan costs $29 per month and covers the core CRM. The Pro plan costs $79 per month and adds newsletters, analytics, duplicate merging and team management. Payments are handled by Paddle, and a 30-day refund policy applies.

Q: Can I import my existing contacts?

A: Yes. You can import contacts, deals or donations from a CSV export of your current CRM or spreadsheet. CRM BOB matches your columns automatically and handles files with tens of thousands of rows.

Q: Do I need the other CEO Bob tools to use CRM BOB?

A: No. CRM BOB works on its own as a straightforward CRM. It gets better alongside IdeaBob, BoardroomBob, DistributionBob and Sales Bob, because they all enrich the same Venture File.

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