The un-CRM
Keep your CRM, or let TopLine be the record.
TopLine Enterprise is the un-CRM. Connect the CRM you already pay for, or skip it and let TopLine hold your accounts, opportunities and orders. Either way the record fills itself from your meetings, email and leads, so your reps sell instead of typing.
Two paths, one product
Pick one today and change your mind later. The live co-pilot, the wrap-ups, the briefs and the leads work the same either way.
Path 1
Keep the CRM you have
Connect Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Attio, Close, Outreach or Zoho. TopLine writes engagements, tasks and MEDDIC fields back after a person confirms them.
- Eight integrations
- Writes wait for a human confirm unless an admin turns on automatic filing
- Every write is idempotent, so a retry never double-creates
- Your CRM stays the system of record
Path 2
Let TopLine be the record
No CRM, or one you are tired of feeding? TopLine holds the record itself, without the admin sprawl, the fields nobody fills, or the hygiene war.
- Stores accounts, contacts, opportunities, quotes, orders, invoices, cases, products, documents, territories, campaigns and your own custom fields
- Fills itself from meetings, notes, email, leads and imports
- Governed reports, a finance pack, forecast and quota attainment
- Your reps sell instead of typing
The record fills itself
These are the ways data gets in without a rep typing it.
Meetings write the record
Every wrap-up drafts the engagement, the action items people agreed to, and the MEDDIC fields. You confirm, and it files on the account.
Notes file themselves
Side commitments, org politics and follow-ups are pulled out of the conversation and attached to the account, each one tied to the words that back it.
Email and calendar
Connect Gmail, Outlook, Google Calendar or Microsoft 365. Meetings come in from the calendar, and the emails you send from TopLine are tracked with their replies.
Leads that arrive with a reason
Futuri Signals finds buyers with a why-now trigger and a cited source. Promote one and it becomes an account and a contact.
Imports for the rest
Bring accounts and contacts in by CSV, and the importer matches what is already there instead of duplicating it.
Media systems
Broadcast and media teams load billing lines and charge ledgers from their traffic exports, Marketron files included, and TopLine ages the receivables from those files.
What TopLine does not do
We are not trying to be the biggest CRM. We do not do CPQ, commission accounting, multi-currency revenue recognition or marketing automation. If you need those, keep your CRM and connect it.
No lock-in, either way
Your data exports whole: every table as machine-readable files, plus your recordings, through the offboarding export. If you move to a CRM later, the import on that CRM takes those files.
The eight CRMs TopLine connects to
Connect one and keep working the way you do today.
Run your next meeting with a co-pilot.
Free to start. Your own accounts, your own market, your next real call.
Start free now