CRM is
so 1999.
99 agents keep your clients and your data up to date. You talk, they work.
Full-time. As in 24/7, 365 days a year.
99 agents on your clients, around the clock. Never tired, never sick, never a complaint about the CRM. They clean your data, remember every birthday, chase the clients who went quiet and prepare every message. You just say yes.
“214 contacts have no phone number and 14 are duplicates. I can clean them up.”
“Your email is not connected yet, so I miss your conversations. Want me to connect it?”
“Thanksgiving is next Thursday. A greeting for your 42 clients is ready.”
“Ellen Price turns 50 on Friday. I drafted a card in your words.”
“No news from Sam Ortiz in three months. Here is a short note to restart the conversation.”
“Your 2 pm with the Ruiz family: last showing, open questions and their budget, on one page.”
Data 12
- Duplicate hunterMerges the same person entered twice
- Phone finderFills in missing phone numbers
- Email checkerFlags addresses that no longer work
- Address tidierFormats every postal address
- Name fixerFixes capitals and typos in names
- Company matcherLinks each contact to their company
- Household builderGroups the people who live together
- Title updaterKeeps job titles current
- Source trackerRecords where each client came from
- Stale record sweeperFlags records untouched for a year
- Import mapperUnderstands the columns of any file
- Detail fillerCompletes missing details from emails
Setup 8
- Setup guideWalks you through your first day
- Email connectorConnects your mailbox in one tap
- Calendar connectorConnects your calendar
- Salesforce keeperKeeps Salesforce in step
- Zoho keeperKeeps Zoho in step
- Phone installerPuts the app on your phone
- Team inviterInvites your colleagues
- Access keeperShows each person the right records
Meetings 10
- Meeting noterLogs every client meeting from your calendar
- Meeting briefPrepares one page before each meeting
- Debrief askerAsks how the meeting went
- Next-step setterTurns what you said into tasks
- Attendee matcherLinks attendees to their records
- No-show watcherNotices missed appointments
- Reschedule helperProposes a new time
- Visit loggerNotes every showing and visit
- Recap writerDrafts the recap email
- Buffer keeperWarns when meetings run back to back
Messages 10
- Email filerFiles each client email on the right record
- Reply drafterDrafts answers in your words
- Follow-up drafterWrites the follow-up after a meeting
- Unanswered watcherFlags emails waiting for your reply
- Document filerKeeps attachments on the client record
- Signature readerPicks up new numbers from signatures
- Voice keeperWrites the way you write
- TranslatorWrites to clients in their language
- Template keeperKeeps your best emails ready to reuse
- Spam guardKeeps your sends out of spam folders
Relationships 12
- Silence watcherFlags clients quiet for three months
- Reconnect writerDrafts a note to restart the conversation
- Birthday agentRemembers every birthday
- Anniversary agentRemembers closings and renewals
- Life event spotterNotices a move, a baby, a new job
- Referral trackerCredits who sent you each client
- Partner keeperKeeps your partners informed
- Thank-you writerDrafts a thank-you after each deal
- VIP watcherKeeps your best clients close
- Review askerAsks happy clients for a review
- IntroducerSuggests who to introduce to whom
- Warmth gaugeShows who is warm and who is cooling
Occasions 8
- Holiday plannerProposes greetings three days ahead
- Thanksgiving agentPrepares your Thanksgiving message
- Year-end agentPrepares December greetings
- New Year agentOpens the year with every client
- Event inviterInvites clients to your events
- Market note writerA monthly note on your market
- Newsletter builderAssembles your monthly news
- Bulk senderSends to many, one person at a time
Deals 12
- Stage moverMoves deals forward from what was said
- Deadline watcherWarns before every key date
- Document chaserChases missing documents
- Closing coordinatorKeeps everyone on track to close
- Stuck deal spotterFlags deals that stopped moving
- Lost deal reviewerAsks why a deal was lost
- ForecasterTells you what closes this month
- Quote follow-upFollows up on every quote sent
- Renewal watcherSees renewals coming
- Next-need spotterNotices what a client needs next
- Lead routerGives each new lead to the right person
- Lead responderAnswers new leads within minutes
Your day 8
- Morning briefYour day on one screen
- Task closerCloses tasks that are done
- Overdue nudgerReminds you of late tasks
- Priority sorterPuts what matters first
- Evening wrap-upWhat was done, what comes next
- Weekly reviewYour week in five lines
- Time finderFinds time for follow-ups
- Voice note agentTurns a dictated note into records
Insights 10
- Ask-anything agentAnswers any question about your clients
- Pipeline reporterYour pipeline in plain words
- Source analystShows which sources bring clients
- Activity reporterWho did what this week
- Change spotterNotices what moved
- Goal trackerTracks your monthly goals
- Team coachTips for each teammate
- Manager digestThe team week, for managers
- Dashboard builderBuilds a dashboard when you ask
- List makerGives you any list as a file
Trust 9
- Privacy guardReads only the people in your CRM
- Approval keeperSends nothing without your yes
- Consent keeperRemembers who agreed to what
- History keeperLogs every change
- Backup agentKeeps a copy of everything
- Access watcherNotices unusual access
- Do-not-contact keeperRespects who asked to be left alone
- Retention keeperRemoves what you must not keep
- Undo agentReverses any change on request
On your phone. On your desk. Everywhere.
The app on iPhone and the web, with Android on the way. And inside the assistants you already talk to, so your CRM answers wherever you are.
- iPhone
- Web
- Claude
- Slack
Soon on Android, ChatGPT and Microsoft Teams.
Dana.
$2,779,000 in 4 listings →
Pre-approved $800kFollow-up today(725) 555-0122Pre-approved $450kSent to Jenna ColeMark & Ellen Price
Live before your next meeting.
Sign up
Your email and your company. Two minutes.
Connect your AI
Pick the AI you already trust, or start with ours.
Drop your file
Excel, CSV or your old CRM. Yes, even
clients_FINAL_v7.xlsx.Talk
Say what happened. Your agents take it from there.
One price. The whole team.
Every agent and every feature in every plan. Priced per company, not per seat.
Billed monthly. Cancel anytime. Your file imported for you.
Get startedMore than 999 users? Talk to us about Enterprise
Questions.
Do I need to be technical?
No. If you can send a text message, you can use 99 CRM. There is nothing to set up and nothing to learn.
I already have a CRM. Do I have to change?
No. 99 CRM connects to your tools by category and keeps them all up to date: your CRM (Salesforce and Zoho today; Lofty, HubSpot and CINC next), your email and calendar (Google Workspace), and your AI (Claude or OpenAI). Note takers come next.
Does it read all my email?
No. Only the emails and meetings with people already in your CRM. Nothing else is fetched, and nothing is sent without your yes.
Why 99?
99 agents, $99 a month, up to 99 users. And CRM peaked in ’99. We kept the number.
Can I stop at any time?
Yes. Monthly plans end with the month, yearly plans with the year, and your data leaves with you.