SeaTable – Your flexible CRM software

With SeaTable, complex CRM systems are a thing of the past. Our intuitive CRM software helps you improve your customer management and gain a clear view of your sales pipeline. Flexible, scalable, GDPR-compliant, and AI-supported.

Safety, overview, automation

The CRM solution for greater success

Flexible & intuitive

The user-friendly CRM template can be flexibly adapted to your requirements and is easy to use, without the complexity of common CRM solutions.

AI automation

With SeaTable’s AI-supported automations, you can create deal pipelines and win/loss analyses—GDPR-compliant thanks to your own server.

Analyses and reports

Create informative dashboards for revenue reports, customer lifecycle analyses, and period comparisons with just a few clicks.

Permissions

Thanks to individually adjustable permissions, you can determine who is allowed to view or edit deal pipelines and specific customer information.

Create quotes

Create professional quotes as PDF files at the touch of a button and send them directly from the CRM—with integrated email connection.

Simple data collection

Easily create new leads or deals using flexible, customizable web forms—with attached documents if needed.

Who uses SeaTable?

Leading companies worldwide rely on SeaTable

100.000+

Downloads in the first year of Docker Hub

1.500+

Daily users on SeaTable Cloud

4.6

Review on Capterra

SeaTable in action - Success stories

Your advantages at a glance

CRM software from SeaTable

With SeaTable’s AI no-code solution, you can use a modern and scalable CRM tool for your sales operations. Our template offers many advantages for setting up lean processes and generating more deals.

Always up to date: Thanks to the integrated comment function, automatic notifications, and complete change history, you always stay informed.

True collaboration: You and your team work together in real time and always have access to the latest information—even without status meetings.

Scalable: SeaTable grows with your requirements—no matter how large your database and sales team are.

Automated & integrated: Easily integrate additional systems such as payment service providers or company databases via n8n or Make.

GDPR compliant: SeaTable Cloud and the SeaTable AI server are hosted exclusively on European servers in Germany.

Free CRM program with many features

What the CRM template offers you

Manage leads and customers

Simply create new leads using a form and assign them directly to sales employees. All customers and contacts can be viewed in the “Contacts” and “Companies” tables and are linked to each other.

Manage sales pipeline

Manage your activities transparently and clearly with notes and follow-ups in a table. Use filters, groups, and the Kanban view to display individual deal pipelines for each sales manager.

Deals and offers

Record all deal information in a separate table and link it to your product gallery and customer data. Use the Page Designer plugin to create professional PDFs automatically or at the touch of a button.

Create quotes automatically in CRM with Page Designer

Convincing analyses

Create appealing sales analyses and customer evaluations using the statistics view or the CRM app. Export reports or create compelling dashboards for management.

Analysis dashboard for compelling CRM reports

Complaint management

Record all customer complaints and feedback via a customer contact form in a separate table. The responsible employees are immediately assigned and informed via linked columns and automatic notifications.

Customer feedback form integrated into CRM

Clear front end for your CRM

Easily create your own custom CRM frontend with SeaTable’s integrated no-code app builder. Our free CRM program already includes a customizable CRM app. Simply adapt the deal form, contact form, or customer profiles to your requirements. Create a custom playbook with the custom page or use the query page to expand your CRM program and knowledge base. The dashboard already contains some ready-made statistics that you can also customize and supplement to monitor and evaluate your activities.

Smart automation with integrated AI

AI-powered CRM solution from SeaTable

With SeaTable’s CRM software, you benefit from integrated, powerful AI functions that help you get the most out of your customer data. Automate tasks and save time!

Classification with Classify

Incoming data is automatically categorized. This allows you to create intelligent lead scoring with unique scores based on interaction data, company data, and sales forecasts—perfect for prioritization.

Text recognition with OCR

Extract text from uploaded graphics or images into CRM columns. This enables fast information processing and linking to deal data for sales reporting.

Reading information with Extract

Extract names and roles of contacts, e.g., from incoming emails. This optimizes lead qualification and facilitates pipeline updates for account managers.

Summaries with Summarize

The Summarize function automatically creates short summaries of conversation notes or email threads. This gives you a quick overview for reports or team meetings.

Workflows with Custom Prompt

With custom prompts, you can define your own actions, e.g., to generate alerts and recommendations based on deal value, sales pipeline status, and history—perfect for sales forecasts.

Follow-ups based on lead data

Generate next-step suggestions based on known information and a lead’s communication history. This will help you increase your conversion rate through data-driven recommendations.

For greater transparency and data protection

CRM program for full compliance

SeaTable is a modern AI no-code database solution with automation and app builder, offering all the features you need for a modern CRM system. Protecting your data is our top priority.

GDPR-compliant

Sensitive customer and sales data remains in Europe at all times when you use SeaTable Cloud or our integrated AI. We host our infrastructure exclusively on servers in Germany.

2FA and SSO

SeaTable supports two-factor authentication and single sign-on, as well as all common authentication techniques. This allows you to decide who has access to your customer data.

FAQs – CRM software from SeaTable

Is the template for a CRM tool free to use?: Yes, you can use all SeaTable templates permanently free of charge. All you have to do is register with SeaTable once, free of charge, and you can start using it as a CRM program right away.
Can I transfer CRM data from existing systems?: Absolutely, you can easily transfer existing CRM data to your new CRM software SeaTable via a data import. You can import data via an API interface or alternatively import CSV or XLSX files directly.
Can I set up automatic lead scoring with SeaTable?: Yes, SeaTable allows you to assign attributes to individual contacts in your CRM tool based on various criteria. With our integrated AI-powered automations, it’s easy to take various factors into account and translate them into a unified rating system.
Sales managers should only be able to view their own deal pipeline. Is that possible?: Yes, that’s no problem. SeaTable allows you to set granular access and view permissions at the app, base, and view levels. To ensure that your sales managers can only see their own deal pipeline in your CRM program, use the Sales Pipeline page in the app and set the permissions accordingly.
We are currently growing rapidly. Is SeaTable scalable?: Absolutely, you can flexibly adapt SeaTable to the changing needs of your and customer management and add new users or increase the storage space limit. We offer three subscription levels in the cloud version , between which you can easily switch. If you need more than 100 user seats, please contact us and we will provide you with a customized quote.
Does SeaTable offer free support for its free CRM program?: Yes, our support team is available to answer any questions you may have about SeaTable or your CRM management system. The best way to do this is to visit our community forum or contact us by email.