Forge relationships. Strike deals.

Forecast cleanly, keep every account current, and give your team one place to plan the next move.

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app.anvil.io
CRMAccountsMeridian SystemsLive demo
MS

Meridian Systems

Customer

meridian.com · 3 domains

Jordan Lee
ARR

$124,800

Open deals

4

Health score

86

Next meeting

Jun 12, 2:00 PM

Active threads

9

Product usage

Strong adoption across the workspace. Pipeline, dashboards, and reports see daily use, with a recent uptick in imports and custom objects.

30-day activity

4,820

612 events in the last 7 days

Up from the prior week

Record details
Type
Customer
Lifecycle
Expansion
Status
Active
Industry
Logistics software
Region
North America - West
Renewal
Mar 9, 2027
Created
Mar 14, 2024

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Join these fast-moving teams

MeridianAtlas FreightNorthwindLumen & CoVantageBluegrass

Keep your stack. Anvil makes it work together.

Salesforce
Notion
Slack
Webflow
Google Workspace
Asana
HubSpot

Two-way sync with the tools your team already lives in. Email and calendar from Google. Updates in Slack. Imports from anywhere.

Why Anvil

The work happens live. Your CRM should too.

Anvil is built around the conversation happening right now - not the report you'll run next quarter.

A live pulse on every account

Activities, notes, tickets, and CRM changes stay attached to the right record. Open an account and see what's happening today, not last quarter.

38

Updates today

12

Active owners

24

Accounts open

Streaming live events
  • Opportunity stage changed

    Pipelinejust now
  • Call completed

    Calls4m ago
  • Pricing page revisited

    Email8m ago
  • Support ticket opened

    Tickets12m ago
  • Thread reply from champion

    Inbox16m ago
  • QBR meeting booked

    Calendar20m ago

A real CRM, not a database

Accounts, deals, and pipelines accurate by default. Custom objects, server-side totals, audit trails on every change.

Product usage

Strong adoption across the workspace. Pipeline, dashboards, and reports see daily use.

30-day activity

4,820

612 events this week

Reports teams can trust

Build reports from current CRM data, save focused views, and export the numbers your team needs to make decisions.

Sales pipeline overview

Live CRM data · saved report

42

Open deals

38%

Win rate

$342K

Forecast

7

Closing

Shared view: Enterprise opportunities closing this quarter

Interactive demo

As simple as it gets

Drag a deal between stages, switch the chart range, or sort the contacts table. Nothing you change here is saved.

Total Deals: 6
Qualify
20%2

Meridian Systems - Platform rollout

Meridian Systems

$48KJul 18
Dana Whitfield

Bluegrass Labs - Starter plan

Bluegrass Labs

$9KJul 30
Theo Marsh
Proposal
45%2

Atlas Freight - Ops expansion

Atlas Freight

$72KJun 26
Priya Raman

Lumen & Co - Annual contract

Lumen & Co

$36KJul 8
Marco Reyes
Negotiation
70%1

Vantage Retail - Multi-region

Vantage Retail

$120KJun 19
June Okafor
Won
100%1

Northwind Trading - Renewal

Northwind Trading

$54KJun 2
Elsa Krantz

Outcomes

What changes in week one

Accounts
AccountTypeLifecycle
MS

Meridian Systems

meridian.com

CustomerExpansion
AF

Atlas Freight

atlasfreight.com

ProspectActive
NT

Northwind Trading

northwind.io

CustomerRenewal
VR

Vantage Retail

vantageretail.com

CustomerRenewal
BL

Bluegrass Labs

bluegrasslabs.dev

ProspectActive
LC

Lumen & Co

lumenco.com

CustomerExpansion

Customer stories

Unstoppable teams run on Anvil

See how modern revenue teams keep cleaner forecasts, run focused pipeline reviews, and close more - measurably.

NYCE logo

10+ hrs

of admin saved per person, every week. AI agents support sales.

Try Anvil free
Afyniti logo

3

connected stages. From lead to deal to customer, without losing track.

Try Anvil free
PUA Labs logo

100s

of clients managed monthly. Growing B2B beauty sales with a remote team in sync.

Try Anvil free
Global Chain logo

10,000+

connections managed, driving 100+ active opportunities.

Try Anvil free

Pricing

The right plan. Room to grow.

Choose your team size. See exactly what you’ll pay. All prices in USD.

Team size: 1 user
1 user20+ users
2 months free with yearly billing

Standard

/month

For 1 user · $15 per user / month

$15 billed monthly

Your everyday CRM essentials

  • Accounts, contacts, leads, deals, and products
  • One sales pipeline and one lead pipeline
  • Tasks, meetings, and calls
  • Workbench and notes
  • 10 custom fields per standard object
  • Basic dashboard and CRM import/export
  • Standard workspace administration
Start 14-day free trial

No card details required

Pro

/month

For 1 user · $30 per user / month

$30 billed monthly

Everything in Standard, plus

  • Multiple sales and lead pipelines
  • Custom objects and additional custom fields
  • Advanced reports and custom dashboards
  • Custom roles and granular permissions
  • Audit and deleted-record recovery
  • Commission tracking
Start 14-day free trial

No card details required

Try Anvil Pro free for 14 days. No card details required. When your trial ends, choose a paid plan to continue. You won't be charged automatically.

Get started

Put a real-time pulse on your pipeline

Bring your accounts over and watch the first live timelines fill in the same day.

  • 14-day free trial · No card details required
  • Set up in 20 minutes
  • Import your book in an afternoon

Frequently asked questions

What can I manage in Anvil?

Keep accounts, contacts, leads, deals, and products together. Track tasks, meetings, calls, and notes alongside your customer relationships.

Can I bring my existing customer data?

Yes. Standard and Pro include CRM import and export, so you can bring your existing records into Anvil and export them when needed.

Can I adapt Anvil to my sales process?

Both plans include sales and lead pipelines and custom fields. Pro adds multiple pipelines, custom objects, advanced reports, and custom roles with granular permissions.

Does Anvil have an MCP?

Yes. The Anvil MCP server connects Anvil directly to MCP-compatible AI assistants and coding tools such as ChatGPT and Codex. Your agent can read, create, update, and delete accounts, contacts, leads, deals, products, and activities, subject to your permissions. Generate reports, uncover insights, identify next actions, and build custom workflows so your team can work more efficiently.

How does per-user pricing work?

Each workspace has one plan. Each user costs the same per-user rate, so your subscription grows with your team. Monthly subscriptions are billed each month; annual subscriptions are billed for the year upfront.

What happens when the trial ends?

Your Standard or Pro trial includes up to five users. Choose Standard or Pro and add your card to continue after the trial. Subscribe early with up to five users and we honour your remaining free time; six or more users starts billing immediately. Without a subscription, you are not charged automatically and your data is kept for at least 30 days after expiry. Standard preserves existing Pro data for viewing and applies Standard limits.

Is there a free plan?

Anvil has no free tier. Try Pro free for 14 days with up to five users. No card details required, and no cancellation needed if you decide not to subscribe.

Where can I manage or cancel my subscription?

Workspace administrators can manage their subscription from Settings → Billing. Read our terms and refund policy for the full details.

Anvil CRM