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SelfRunBusiness
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SelfRunBusiness
Securing your session…
Fetching your data…
15
features
4
automations out of the box
1 product
replaces crm tools
Every plan
free forever included
Overview
Every enquiry enters once, gets an owner and a due date, and moves through a clear pipeline until it is won — or closed with a reason.
“The result
Faster response times, a clean pipeline and a clear view of which campaigns actually bring revenue.
Key capabilities
Replaces
CRM & lead management software
Best for
Sales & enquiry teams · Managers · HR & recruiters · Marketing
From start to finish
Why teams use it
It replaces crm & lead management software and runs independently, with its own sign-in and database. You can manage it alongside other SelfRun products from one place.
No enquiry slips through — every lead has an owner and a due date
Stale leads are flagged before they go cold
See which campaigns actually bring revenue
Won deals flow straight into clients and projects
Who uses it
People see and do only what their role allows, so each person gets a screen that fits their job.
Work leads, log notes and follow up on time.
See pipeline health, stale leads and which campaigns bring revenue.
Track career applicants with status, notes and resumes.
Measure campaign spend, attributed leads and ROI.
How it works
Every enquiry enters once, gets an owner and a due date, and moves through a clear pipeline until it is won — or closed with a reason.
Step 01
Website forms, campaigns and CSV imports all create leads in one list.
Step 02
A rule gives each lead an owner, who is notified and sees a due date.
Step 03
Notes, two-way messages and reminders keep every lead moving; stale ones are flagged.
Step 04
When a deal is won the client record is created for you and projects can start.
15 features
Grouped the way the product's own menu groups them. All of it is included in every plan.
Leads
Every enquiry with owner, status, source, due date and notes
New lead
Add a lead by hand in seconds
Pipeline overview
New · In progress · Completed · Rejected at a glance
Pending tasks & stale-lead alerts
Leads untouched for days are flagged
Lead detail
Full history, notes and messages per lead
Saved filters
Segment by category, status, source and date
Messages
Two-way messages with leads and portal users
Applicants
Career applications with status, notes and resumes
Applicant detail
Interview scheduling and status per applicant
Notifications
Be told when a lead or applicant needs you
Website forms
Enquiries from your website arrive as leads
CSV import
Bring existing leads in with validation
Lead & campaign analytics
Pipeline health, spend, ROI and conversion
Campaign tracking
See which campaigns bring revenue
Runs automatically
These happen on their own — notifications, reminders and hand-offs to other products. Every run is logged, and you can pause any workflow.
Assign new leads by rule and notify the owner
Remind the owner when a follow-up is overdue
Send a welcome message when a lead is created
Create a client record when a deal is won
Build your own in Workspace → Automations.
Optional product workflows
SelfRun DealFlow AI works on its own. If you want a handoff to another product, configure an automation for that workflow; no other product is required to use SelfRun DealFlow AI.
Ask AI
Plain-language questions, answered from your real records — with the working shown.
Screens
Real, full-resolution screens of the live product, captured in a demo workspace with sample data.
Every product and every feature is included in every plan, starting free, no card needed.
FAQs
Still deciding? These are the things people ask before they start.
No. Every record belongs to one company and the platform adds that company to every database query itself, so a page, report or export cannot ask for another company's rows. See Security & Trust.
No. Business questions use read-only queries with the asker's permissions. When an assistant proposes to create, edit or delete something, nothing happens until the person approves it, deletes ask for a second confirmation, and every action is logged.
Yes. Tables can be exported to CSV or Excel and documents downloaded as PDF. If you cancel, the workspace stays readable so you can export, and you can ask for permanent deletion of your company's data.
Only people with the specific permission for them. Payroll, salary, bank and statement views are limited by role, even for managers, and every export and change is recorded in the audit log.
Anything about your business data in plain language — for example overdue invoices, leads by source, who is on leave or which projects are late. It answers with text, a table or a chart and shows how it calculated the answer.
Export current view
CSV of exactly what you are looking at
