AI-Powered CRM Software Built to Drive Sales Performance.

Goals.com combines customer relationship management with AI-powered coaching, forecasting and performance intelligence—all in one powerful CRM.

Don't just record what happened. Give your sales team the intelligence to know what to do next.

Free OnboardingCancel AnytimeAI Included
Ace AI
3 deals require attention this week
Top Rep
Ava • $250K
Closed / Won
12 ↑3 this wk
Pipeline Value
$1.4M
Next Follow-Up
Summit Real Estate
goals.com · CRM Pipeline
Opportunities Accounts · Contacts · Pipeline
LIVE
Open Pipeline Value
$1,405,300
32 Open Deals 3 At Risk
64%
Win Rate
Qualified
8
$265K
Proposal
6
$409K
Negotiation
5
$443K
Closed Won
4
$388K
Top Opportunities
Full pipeline →
Summit Real Estate
$318K
Lakeside Inc
$220K
Cedarwood Health
$189K
Coastal Financial
$215K
Maple Holdings
$145K
✦Quota & goal tracking per rep
✦Pipeline CRM List & Kanban
✦Commission tracking & payout schedules
✦Sales contests with live leaderboards
✦Ask Ace AI, built-in sales intelligence
✦Automated reports & forecasting
✦Team highlights & recognition
✦Quota & goal tracking per rep
✦Pipeline CRM List & Kanban
✦Commission tracking & payout schedules
✦Sales contests with live leaderboards
✦Ask Ace AI, built-in sales intelligence
✦Automated reports & forecasting
✦Team highlights & recognition

What Is an AI-Powered CRM?

An AI CRM is customer relationship management software that uses artificial intelligence to analyze customer data, sales activity, pipeline information and performance signals to provide insights, automate work, identify risks and recommend next actions.

Traditional CRM systems primarily help businesses organize customer information and record sales activity. AI-powered CRM software can go further by helping sales teams interpret that data, prioritize opportunities, forecast outcomes and determine where attention is needed. Goals.com combines CRM and AI-powered sales performance in one connected platform—turning the data your sales team already creates into actionable intelligence.

Goals.com Platform Overview

Traditional CRM Records the Past.
AI CRM Helps Shape What Happens Next.

CRM software has transformed how businesses organize customer information and manage sales pipelines. But recording information alone doesn't improve sales performance. AI changes what's possible. Instead of simply storing contacts, deals, notes and activities, an AI-powered CRM can analyze that information to surface patterns, identify risk, recommend priorities and help sales teams make better-informed decisions.

Traditional CRM

  • Stores customer information
  • Records activities
  • Tracks opportunities
  • Shows deal stages
  • Reports historical results
  • Requires manual analysis
  • Shows what happened

AI-Powered CRM

  • Analyzes customer and sales data
  • Identifies meaningful activity patterns
  • Identifies pipeline risk
  • Helps prioritize opportunities
  • Surfaces actionable insights
  • Continuously analyzes performance signals
  • Helps determine what to do next
Your CRM Shouldn't Just Hold Your Data.
It Should Put Your Data to Work.

One CRM. Your Entire Sales Process.

From the first customer interaction through the closed deal, Goals.com keeps your sales process connected. Manage accounts, contacts, opportunities, communication, activities, contracts and pipeline from one simple CRM—without forcing your team to bounce between disconnected tools.

Accounts

Keep Every Customer Relationship Organized.

Manage companies, customer information, account history and relationships from one centralized record.

Contacts

Know the People Behind Every Opportunity.

Keep contact details, communication history, notes and activity connected to the right customer.

Opportunities

Track Every Deal From Open to Won.

Create opportunities, assign owners, track value and monitor every deal throughout your sales process.

Pipeline

See Exactly Where Every Deal Stands.

Move opportunities through customizable sales stages and give everyone visibility into what's moving—and what's not.

Activities

Capture the Work Behind the Revenue.

Track calls, emails, meetings, notes and other sales activity in one place.

Tasks & Reminders

Never Let the Next Step Slip Through the Cracks.

Keep reps organized with tasks, reminders and follow-up activities connected directly to accounts and opportunities.

Sales Pipeline Management

Your Pipeline Shouldn't Just Be Organized.
It Should Be Moving.

Goals.com gives sales teams a clear, visual view of every opportunity—from first contact to closed-won.

Create custom stages, move deals through your sales process and keep customer activity connected to every opportunity. Then layer AI intelligence on top to help uncover deals that may require attention.

Visual drag-and-drop pipeline
Custom sales stages
Opportunity values
Account and contact relationships
Activity history
Tasks and reminders
Deal aging visibility
Pipeline risk insights
Pipeline
Qualified → Proposal → Negotiation → Closed Won
Qualified
Riverside Corp
$120,000
Maple Holdings
$145,000
Proposal
Lakeside Inc
$220,000
⚠ 17 days in stage
Cedarwood Health
$189,300
Negotiation
Summit Real Estate
$318,000
⚠ No activity in 9 days
Pinecrest Partners
$125,000
✦ Ace: Follow-up recommended
Closed Won
Coastal Financial
$215,000
↑ High probability
Evergreen Solutions
$173,000
Ace AI

Your CRM Data Finally Tells You What to Do Next.

Your sales team generates valuable data every day—customer interactions, emails, meetings, opportunities, pipeline movement, goals and results. Ace helps turn that data into intelligence. Goals.com's AI analyzes CRM, pipeline and performance information to surface risks, priorities, coaching opportunities and recommended next actions.

✦Which deals should I focus on today?
✦What opportunities haven't had recent activity?
✦
Ace AI: CRM Intelligence
Powered by your Goals.com data
Which deals are most at risk this week?
✦ Ace
I'm seeing 3 deals that may require attention. Summit Real Estate ($318K) has been in Proposal for 16 days with no recent activity. Horizon Tech ($95K) shows low engagement and decreasing activity. Vista Capital ($90K) is at risk of slipping due to missing stakeholders. Would you like me to create follow-up tasks for these deals?
How does my pipeline look for this quarter?
✦ Ace
Your open pipeline is $1.4M across 32 deals. Coverage is on pace against your quota, but $403K is concentrated in early-stage deals with no next step scheduled—worth a pipeline review this week.
Ask Ace anything about your CRM…
✦Which deals are stuck in the pipeline?
✦Where is my biggest revenue risk?
✦Which reps need coaching?
Explore AI Sales Coaching →
Sales Automation

Automate the Busywork. Focus on Selling.

Sales reps shouldn't spend their day remembering every follow-up or manually managing repetitive CRM tasks. Goals.com sales automation helps teams create workflows that keep the sales process moving—even when reps are focused somewhere else.

Automation Workflows
5 Active
When a new lead is created
Assign a sales rep
When an opportunity enters Proposal
Create a follow-up task
When a deal hasn't had activity
Alert the rep
When a customer reaches a stage
Send an email
When an opportunity closes
Trigger the next workflow

Build repeatable processes around your sales motion while keeping your team focused on customers, conversations and closing business.

Automated follow-ups
Task creation
Email workflows
Trigger-based actions
Rep notifications
Pipeline workflows
Explore Sales Automation →
Customer Communication

Keep Every Conversation
Connected to the Customer.

Customer relationships happen across emails, calls and meetings. Goals.com helps keep those interactions connected to your CRM so reps and managers can see the history behind every relationship and opportunity.

Emails

Calls

Meetings

Notes

Tasks

Activities

Customer Timeline
Live
Email sent to Stonebridge Realty
2m ago
Call logged with Ashford Dental
41m ago
Meeting scheduled with Redwood Freight
1h ago
Note added to Juniper Manufacturing
3h ago
Send and track emails
Capture customer notes
Track calls and meetings
Maintain activity history
Connect communication to accounts
Connect activity to opportunities
The more complete your CRM data becomes, the more context your AI has to work with.
From Data to Intelligence

Why Does CRM Data Matter for AI?

AI is most useful when it has meaningful business context. Your CRM contains some of the most valuable operational information inside your sales organization: customer relationships, opportunities, pipeline movement, sales activity and outcomes. By connecting AI directly to CRM and sales performance data, Goals.com can help teams turn that information into more useful insights.

Your CRM Data

  • Customers
  • Contacts
  • Opportunities
  • Emails
  • Meetings
  • Pipeline
  • Goals
  • Sales Results
✦

Goals.com

Intelligence Layer

What You Get

  • Coaching
  • Risk Alerts
  • Priorities
  • Forecasts
  • Recommendations
  • Performance Insights
Your CRM Data Becomes More Valuable When It Can Drive Action.
AI Sales Forecasting

Your Pipeline Shows What's Open.
AI Helps You Understand What's Likely.

A CRM can show you the value of your open pipeline. But sales leaders need more than a number. Goals.com combines pipeline, opportunity and performance information to provide intelligent forecasting and help leaders understand where revenue may be headed.

Revenue forecasts
Pipeline-based projections
Rep-level forecasts
Forecast vs. goal
Deal-level insights
Risk identification
AI-powered explanations
Current Forecast
$4.1M
Revenue Goal
$4.5M
Gap to Close
$400K
Revenue Forecast
This Quarter
Actual Revenue · AI Forecast · Revenue Goal
Actual Revenue AI Forecast Revenue Goal
✦ Forecast Insight
Current forecast: $4.1M
Revenue goal: $4.5M

Three opportunities represent the strongest opportunity to close the projected gap.
More Than CRM

CRM Is Where the Data Starts.
Sales Performance Is Where Goals.com Goes Further.

Managing customers and opportunities is only part of running a high-performing sales organization. Goals.com connects CRM data to the tools sales leaders need to manage and improve performance.

CRM

  • Customers
  • Contacts
  • Opportunities
  • Pipeline
  • Activities

Performance

  • Goals
  • Quota Attainment
  • Performance Tracking
  • Reporting

Intelligence

  • AI Coaching
  • Pipeline Intelligence
  • Forecasting
  • Recommendations

Motivation

  • Commissions
  • Contests
  • Bonuses
  • Recognition
One AI-Powered Sales Performance Platform.
Explore Sales Performance Software →
Goal-Driven CRM

Connect the Work Your Reps Do
to the Goals They're Trying to Reach.

CRM activity without context is just activity. Goals.com connects customer activity, pipeline and sales results to company, team and individual goals—giving reps and managers visibility into not only what's happening, but whether it's enough.

Company sales goals
Team goals
Individual rep goals
Revenue goals
Activity goals
Real-time attainment
Performance vs. target
Commissions
6% Base + 2% Goal Bonus
Total Commission · Sept
$35,710.40
Commission by Person
Trevor Collins
$22,944
Ava Pedrad
$6,200
Casey Morales
$3,766
Marcus Bradley
$2,800
$0–50K
6%
$50–100K
8%
$100K+
11%
Contests· September Revenue Contest
Prize Pool
$2,500
Time Left
16 days
Leaderboard · 2 Participants
1Madison Brooks
$2,500
2Brock Wilson
$1,840
4 active contests running →
Bonuses· 4 active this quarter
Active Bonuses
4
Avg / Rep
$4,150
Quarterly Deals Bonus
$300
September Revenue Boost
Gift Card
The Next Generation of CRM

From System of Record to System of Action.

CRM has traditionally been the place sales teams record customer information and track opportunities. Goals.com is built around what comes next. By bringing CRM, sales performance and AI together, Goals.com helps organizations capture sales data, understand what that data means and turn insights into action.

CRM Data

Sales Performance

Artificial Intelligence

Goals.com

Capture what's happening. Understand why. Know what to do next.
From Opportunity to Revenue

Keep the Sales Process Moving
After the Deal Is Won.

The customer journey shouldn't disappear from your CRM when an opportunity reaches the finish line. Goals.com helps teams continue the workflow with contracts, invoicing and payments connected to the customer relationship.

Contracts

Create and manage customer contracts.

Invoices

Send invoices directly from your sales workflow.

Payments

Keep payment activity connected to the customer.

One connected customer journey.
Explore Contracts & Invoicing →
Powerful Without the Complexity

AI CRM Built for Growing Sales Teams.

Powerful CRM shouldn't require an army of administrators, months of implementation or a maze of disconnected add-ons. Goals.com is designed to give growing sales organizations the CRM and sales performance capabilities they need in one straightforward platform.

Refreshingly Simple

Give your team a CRM they'll actually want to use.

Uniquely Powerful

CRM, AI and sales performance in one connected experience.

Awesomely Affordable

Powerful sales technology without enterprise-level complexity.

Free onboarding. Fast implementation. One platform.
Choosing an AI CRM

What Should You Look for in AI CRM Software?

Not every CRM that includes an AI feature is necessarily an AI-first CRM. When evaluating AI CRM software, businesses should consider whether AI is connected to the underlying customer and sales data and whether it provides useful outcomes beyond content generation.

AI CRM Evaluation Checklist
8 Criteria
01

CRM Foundation

Can it manage accounts, contacts, opportunities, pipeline and activity?

02

Useful AI

Does AI analyze real sales information or simply generate text?

03

Pipeline Intelligence

Can it help identify deals requiring attention?

04

Sales Coaching

Can it turn performance data into useful guidance?

05

Forecasting

Can it help leaders understand potential future outcomes?

06

Automation

Can repetitive sales processes be automated?

07

Performance Management

Can activity be connected to goals and outcomes?

08

Ease of Use

Will your sales team actually adopt it?

Goals.com was built around a simple idea: AI becomes more valuable when CRM data, sales activity and performance live together.
Built for the whole sales organization

Loved by reps. Trusted by leaders.

Same platform. Different superpowers.

Sales rep
For Sales Reps

Know your number.

Know exactly where you stand
Get AI coaching
Track commissions
Manage your pipeline
See your goals and progress
Celebrate wins
Sales leader
For Sales Leaders

See the whole team.

See team performance
Forecast revenue
Identify pipeline risk
Coach more effectively
Manage incentives
Drive accountability
$49
Per user / month
Everything included
1
Platform for goals, pipeline,
commissions, and AI
∞
No limits on contacts,
deals, or reports
100%
Real-time data across
every feature
Real Results

Sales teams achieve
more with Goals.com.

Don't just take our word for it.

"We increased our sales by 28% in the first 6 months. Goals.com gives us the visibility and accountability we always needed."
Jason M.
Jason M.
VP of Sales, Summit Services
"Our reps actually use it because it helps them win. The AI coaching is a game changer."
Melissa R.
Melissa R.
Owner, Apex Holdings
"We replaced three tools with Goals.com and our team has never been more aligned."
David K.
David K.
CRO, Coastal Financial
Simple Pricing

Everything included.
No surprises.

One clear price. No onboarding fees. No hidden charges.

Full platform access
Cancel anytime
All features included
First-class support
Free onboarding
Monthly Billing
$59
/user/month

Flexible month-to-month billing with full access to the Goals.com platform.

Works with the tools
your team already uses.

Connect Goals.com to your existing stack in minutes. No IT ticket required.

Fathom
Fathom
AI notetaker
Fireflies.ai
Fireflies.ai
Meeting transcription
Outlook
Outlook
Email & calendar
Google
Calendar & Gmail
QuickBooks
QuickBooks
Payroll & payouts
Stripe
Stripe
Collect payments
Calendly
Calendly
Meeting scheduling
Fathom
Fathom
AI notetaker
Fireflies.ai
Fireflies.ai
Meeting transcription
Outlook
Outlook
Email & calendar
Google
Calendar & Gmail
QuickBooks
QuickBooks
Payroll & payouts
Stripe
Stripe
Collect payments
Calendly
Calendly
Meeting scheduling

Frequently Asked Questions About AI CRM Software

What is an AI CRM?

An AI CRM is customer relationship management software that uses artificial intelligence to analyze customer, sales and pipeline data. AI CRM software can help automate tasks, identify patterns, surface risks, prioritize opportunities, forecast outcomes and recommend actions based on information stored within the CRM.

How is an AI CRM different from a traditional CRM?

Traditional CRM software primarily stores customer information and tracks sales activity, opportunities and pipeline. An AI CRM adds artificial intelligence to help interpret that information. Depending on the platform, AI may be used for automation, pipeline analysis, forecasting, coaching, recommendations and identifying sales opportunities or risks.

What does AI do in a CRM?

AI can analyze CRM data such as customer activity, opportunity history, pipeline movement, sales interactions and performance information. It can then help automate repetitive work, identify patterns, prioritize opportunities, flag potential risks, generate insights and help sales teams determine where to focus their attention.

What are the benefits of an AI-powered CRM?

An AI-powered CRM can reduce manual work, make CRM data easier to understand, improve pipeline visibility and help sales teams identify priorities. When AI is connected to meaningful sales data, it can also support coaching, forecasting, risk detection and performance analysis.

Can AI CRM software help sales reps?

Yes. AI CRM software can help sales reps prioritize opportunities, identify follow-ups, understand pipeline risk, stay organized and receive recommendations based on CRM data. Goals.com also connects CRM information with goals and sales performance data to provide AI-powered coaching and insights.

Can AI CRM software help sales managers?

AI CRM software can give sales managers greater visibility into pipeline activity, team performance and potential risks. Goals.com uses CRM and sales performance data to help managers identify coaching opportunities, monitor goal attainment, understand pipeline health and forecast revenue.

Can Goals.com replace my existing CRM?

Goals.com includes core CRM functionality for managing accounts, contacts, opportunities, pipeline, emails, notes, activities, contracts and other customer information. It also adds sales goals, AI coaching, forecasting, commissions, contests, bonuses, reporting and performance management capabilities in the same platform.

Does Goals.com include sales pipeline management?

Yes. Goals.com provides visual pipeline management with customizable sales stages, opportunity tracking, customer and contact relationships, activity history and sales insights designed to help teams understand which opportunities are moving and which may need attention.

Does Goals.com include AI sales coaching?

Yes. Ace AI uses data available within Goals.com to provide sales reps and leaders with insights, coaching, risk alerts, priorities and recommended next actions based on pipeline, goals, activity and performance information.

Does Goals.com include AI sales forecasting?

Goals.com provides sales forecasting designed to help leaders understand projected revenue, compare forecasts with goals and identify potential risks or opportunities within the sales pipeline.

Is Goals.com designed for small and midsize businesses?

Goals.com is designed for growing sales organizations that want CRM and sales performance capabilities without unnecessary enterprise complexity. It brings CRM, AI, goals, coaching, forecasting, commissions and performance management together in one platform.

What should I look for when choosing an AI CRM?

Look for an AI CRM that combines strong core CRM functionality with AI capabilities that solve real sales problems. Important considerations include pipeline management, automation, integrations, AI insights, forecasting, sales coaching, performance tracking, ease of use and whether the platform can turn CRM data into useful actions.

It's Time to Rethink Your CRM

Your CRM Tells You What Happened.
Goals.com Tells You What to Do Next.

Move beyond a traditional system of record. Give your sales team an AI-powered CRM built to manage customers, move pipeline, coach reps, forecast revenue and drive sales performance.