ShmorCRM
No CRM yet? Start with the one built in.
ShmorCRM is a micro-CRM inside Shmor. Every new account starts on it, so the first person you send is saved before you have connected anything. When you outgrow it, move to Attio or HubSpot.
What is in it
People, companies, deals and tasks.
- People
- Name, job title, company, emails, phones, LinkedIn, location, Met via, Met at and Met on, with a timeline of captures, notes, tasks and deals.
- Companies
- Name, domain and website, with everyone linked to them.
- Deals
- A board you can re-order by drag and drop or with the keyboard, and a table view. Default stages are Lead, Qualified, Proposal, Won and Lost; you can set up to 20 of your own.
- Tasks
- Every follow-up, with tabs for open, overdue and done.
- Custom fields
- Up to 20 fields of your own in Settings.
Tables have search, filters, sorting and paging. On a person, the bot’s open questions show with a “Stop asking” button, and you can add a note, a task or a deal by hand.
How much it holds
A set number of records per plan.
- Up to 500 during the trial, 500 on Solo, 5,000 on Pro.
- People, companies and deals count as records. Notes and tasks do not.
- When it is full, Shmor stops saving new contacts to it, without using a capture, until you delete records or upgrade.
- If your plan ends, your records stay, read-only: you can still view, export and delete them.
Your data
What Shmor keeps, and how to take it with you.
- Shmor stores the text of each message, email or voice transcript behind a record. Photos and audio are never stored.
- Export all downloads a ZIP of CSV files: people, companies, deals, tasks, notes and the captured text.
- Delete records one at a time, delete everything at once in Settings, or have records with no update for 6, 12 or 24 months deleted automatically.
Moving on
Switch to Attio or HubSpot when you are ready.
Connect Attio or HubSpot on the Integrations page and new captures go there from then on. ShmorCRM and your CRM never sync, and nothing is copied across: your ShmorCRM records stay in ShmorCRM, read-only, until you delete them.
To bring them along, use Export all and import the CSV files with your CRM’s own import tool. You can switch back to ShmorCRM later from the same page.
FAQ
Questions
Is ShmorCRM a full CRM?
Do ShmorCRM and Attio or HubSpot sync?
Can I add people by hand?
Related
- How it worksSetup (ShmorCRM or Attio or HubSpot; Telegram or email), what Shmor reads from each kind of message, what it writes to the CRM, follow-up questions and duplicates.
- PricingPlans, monthly and yearly prices in GBP excluding VAT, ShmorCRM record limits, what counts as a capture, top-ups and billing questions.
- AttioThe Attio integration: connecting with a workspace access token (or OAuth), People and Companies records, the Met via, Met at and Needs info attributes, notes, tasks and deals.
- HubSpotThe HubSpot integration: connecting with a service key or private app token (or OAuth), contacts and companies, the Shmor property group, notes, tasks and deals.
- SecurityWhat Shmor stores and does not store, encryption of CRM credentials, retention periods, access control and providers.
- For foundersHow founders use Shmor for intros, investor meetings, customer calls and hiring conversations.
Start in ShmorCRM, nothing to connect.
14 days and 25 captures free, no card. Start in ShmorCRM or connect your CRM, link Telegram or forward an email, and send your first contact.