Hazel · AI-native CRM
Every relationship, remembered.
Deals you can forecast, follow-ups that never go quiet, and a Copilot that works the pipeline with you. Built AI-native, not retrofitted.
14-day free trial · No card required · Pay only for the people who use it
Everything in its place
Boards, deals and records with strong opinions: less structure to maintain, and what exists stays accurate on its own.
Deals you can actually forecast
Every deal carries an amount, a currency, an expected close date and a probability. Three numbers sit above the board: open value, weighted value, and won this month.
Amounts are grouped by currency and never converted. Hazel holds no exchange rates, so it will not invent one and quietly report a number nobody can reconcile.
Boards the way you think
Multiple boards, each with its own stages, colours and won/lost outcomes. Drag a card across a clean kanban view. Boards hold deals, people or companies — whatever the process is actually about.
Start from eleven built-in templates — SaaS sales, agency delivery, fundraising, partnerships, real estate, recruiting, onboarding and four for education — or shape a board yourself and save it as one. Dropping a card on Lost asks why, at the moment of loss, which is the only time anybody answers honestly.
Records that stay clean
Records deduplicate on identity, so imports and re-syncs never create twins, and incoming data fills only the blanks instead of overwriting what you have curated.
A nightly scan puts anything genuinely ambiguous — a shared email, a shared domain — in a review queue. Merging carries notes, tasks, meetings and board placements across, and can be undone.
Nothing goes quiet
The gap between "I will follow up" and actually following up is where CRMs fail. Hazel closes it, and then comes and tells you.
Tasks in four buckets
Overdue, Today, Upcoming and Completed, each with a live count, filterable by who owns them. Quick-add from the top of the list, or attach a task to the record it is about.
The buckets have opinions: a task due earlier today is overdue rather than due, and a task with no date is upcoming rather than nagging you forever.
A digest that comes to you
Once a day, at 08:00 in each person's own timezone, everyone with work on their plate gets one email: what is due today, what is already overdue, and the top eight of them.
One person, one email, one a day. A CRM that only works when somebody remembers to open it does not get used.
Every conversation on the record
One merged timeline per record — notes, stage moves, meetings, tasks, and every sync that ever touched it — written as sentences rather than event codes.
Fields edit in place, and each one keeps its own history of who changed it, from what, and when. Write a note and set the follow-up in the same submit.
From conversation to calendar
The distance between "let's talk" and a held meeting on the record is where CRMs quietly fail. Hazel closes it end to end.
A calendar that knows your contacts
Connect Google or Outlook. Events sync, new events get their video link, and a meeting booked from a record attaches itself to that record.
Month and week views in your own timezone, held and no-show outcomes on past meetings, and a connection that drops says so on your home page instead of going silent.
Built-in booking links
Public booking pages with your availability rules: working hours, buffers, minimum notice, and how far ahead people may book. Preview the real slots before you publish.
Invitees confirm, reschedule or cancel themselves. A booking creates the contact in Hazel and can advance them a stage automatically, so "booked a demo" moves the pipeline without anybody typing.
Plays well with your outreach
Connected to Banyan Outpilot: push leads, lists and companies straight into Hazel, and let every LinkedIn reply land on the contact's timeline.
AI meeting notes from Banyan Scribe write themselves onto the right record too. And a record you deliberately deleted stays deleted — the next sync will not resurrect it.
A CRM that works itself
Not a classic CRM with a chatbot bolted on. Hazel is built so that you, or an AI working on your behalf, can run the whole thing.
A Copilot that works your pipeline
Ask "what is due today?", "find stalled accounts", or "tidy up my board", and the Copilot does the work: it reads your boards, moves records, writes notes and sets follow-ups.
Voice input, file attachments, and a plan mode that is read-only by construction, so you can watch it think before you let it act.
A memory of its own
Tell it once what you sell, who you sell to and the rules you work by, and it carries that context into every conversation instead of asking again.
Reference documents live alongside that memory, so the answer it gives you is grounded in your material and not in a general impression of your industry.
Agent-ready by design
Everything the app can do is exposed through a built-in MCP server, so Claude and other AI agents can operate your CRM with scoped, revocable access: read-only, or read and write.
Text that arrives from third parties is quarantined as data, so a prospect's bio can never smuggle an instruction to your agent.
Nothing you can't undo
A CRM is only as good as the day somebody imports the wrong file. Every destructive path in Hazel has a way back.
Import anything, undo it for 30 days
CSV or Excel, for people, companies or deals. Hazel guesses the column mapping from your headers, shows you every row it cannot take and lets you fix those cells without going back to the spreadsheet, then tells you in plain English what is about to happen before it happens.
Land the new records straight onto a board. Keep the error file. Undo the whole run for 30 days. Deleting is a Trash with the same 30 days and a one-click restore, not a hole in the floor.
Reports for whoever runs the team
A funnel, a meetings trend, activity volume, stage distribution, and a per-person table of records, deals, tasks and activity — downloadable as a CSV.
If you also run Outpilot, campaign totals roll up across the whole team. When a number could be incomplete, the card says so above the figure rather than quietly understating it.
Who sees what
Four roles — Owner, Admin, Member and Client. Reports, exports, billing, board configuration and deletion are admin work; a Client can read, and add notes.
Every route is classified explicitly and anything unclassified is denied, so permission is decided before a request reaches the code that would act on it. Hiding a menu item is never the security. Every CSV anyone exports is logged.
14 days free. Then pay only for the people who use it.
Plans start at ₹400 per user a month, billed yearly — or pay monthly. Add teammates whenever you like; they are counted from your next renewal.
Start where your next customer is.
Everything above is built and running today, not a roadmap. Import a spreadsheet and you will have a working pipeline in about five minutes.
Hazel is part of the Banyan suite — pair it with Banyan's LinkedIn outreach to fill the pipeline it manages.