®
The CRM that stays out of your way.
No rigid pipelines. No endless fields. Just flexible documents, AI assistance, and the tools you actually need. Track deals, notes, and relationships your way.
G2
Trusted by 4,000+ businessesDOCUMENTS
The Flexible WayIncluded FreeTrack anything with markdown
Deals, Notes, Refunds, Anything
Create documents for any record type. Track deals, log meeting notes, process refunds, or invent your own types. The schema adapts to you.
YAML + Markdown
Structured frontmatter for fields like amount, status, and dates. Rich markdown for notes, call logs, and context. Simple and powerful.
Link to Contacts
Mention contacts, teammates, or AI agents directly in your documents. Everything stays connected.
Overview
Enterprise expansion - moving from Starter to Team plan.
Call Notes (Feb 1)
- Sarah confirmed budget approval
- Wants onboarding for 12 team members
- Timeline: close by end of Q1
Next Steps
AI Assistant
Just tell Tanuki what you need
Create Documents Instantly
"Create a deal for Acme Corp, $48k annual" — Tanuki handles the rest. No forms, no clicking through menus.
Search and Manage
Ask questions like "Find all deals closing this quarter" or "What's the status on Startup Inc?" Get answers instantly.
Delegate Tasks
Assign tasks to AI agents for automatic follow-ups, reminders, and updates. Let AI handle the busywork.
Create a deal for Acme Corp, $48k annual, enterprise tier
I've created the deal document for Acme Corp.
Tanuki can create docs, search, assign tasks, and more
Task Management
Never drop the ball
Tasks Linked to Documents
Create tasks directly from deal documents. "Send SOW" stays connected to the Acme Corp deal, not lost in a separate app.
Assign to Anyone
Delegate to teammates or AI agents. Track who's responsible and when things are due.
Tasks can be assigned to team members or AI agents
Contact Management
Know your customers
Complete Customer History
See every email, purchase, and interaction in one timeline. Full context without digging through multiple tools.
Unified Communication
Email, chat, and SMS all in one place. Reply from anywhere without switching apps.
Email Built In
Communicate without context switching
Send and Receive
Email is native to Bento Chat. Reply to customers right alongside your documents and tasks.
Team Inbox
Collaborate on customer conversations. Assign threads, leave internal notes, and never miss a message.
Mobile Apps
Manage deals on the go
iOS and Android
Full-featured mobile apps. View documents, complete tasks, and reply to conversations from anywhere.
Push Notifications
Get notified about new messages, task deadlines, and important updates. Never miss a beat.
BentoIf you need a marketing platform for emails, SMS and everything in between, check out Bento! Been following the product for a couple years now and it keeps getting better. In addition to Jesse Hanley's hyper focus on customer happiness 🖤
Frequently Asked Questions
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