Where did that end up?
The call note, the contact and what you promised to send are all in different places.
CRM for independent consultants and small B2B teams
Your assistant keeps the CRM current. Your clients only hear from you.
Leitvik keeps a dated next step for every lead and shows you what is due today. Your AI assistant reads and updates it over MCP. When you hand it notes from a call, it proposes the changes and you review them before they apply. It has no tool to send email or messages; sending stays with you.
- You review pasted notes before they apply
- No tool to send email or messages
- Spanish and English, with the database in Frankfurt (EU)
Your assistant, connected to Leitvik
Illustration with fictional dataWhat is due today?
leitvik_today · readAurora Systems · Send the security approach
Due today · from the Oct 2 call noteFinch Retail · Follow up on the proposal
Due today · no reply for 6 days
Who it is for
For people who sell their own work.
Independent consultants, founders and small B2B teams who find clients and keep the relationships themselves, usually between client work.
Where follow-up usually breaks
I meant to write today.
The conversation is still open, but the next action never had a date.
Starting from scratch again.
Before every meeting you dig up who is involved, what they need and what you agreed.
Northbridge StudioToday
What needs you today.
Due follow-ups first, with the context to act on them.
Active leads
24Across your pipelineIn conversation
8Replied or meeting bookedFollow-ups due
3Dated for todayNext actions
Sorted by due date.
- AToday
Aurora Systems
Send a case study like theirs - FToday
Finch Retail
Follow up on the proposal - MTomorrow
Maple & Co.
Confirm the discovery call
Conversations at a glance
| Company | Stage | Next follow-up |
|---|---|---|
| Aurora Systems | Replied | Today |
| Finch Retail | Proposal | Today |
| Maple & Co. | Call booked | Tomorrow |
| Riverton Health | Contacted | Friday |
Assistants
Your assistant keeps the record. The conversation with clients stays yours.
Point your assistant at the MCP address shown in Integrations. It either signs in to Leitvik or uses a token you create in Settings. You choose what it can read or change, and you can disconnect it at any time.
Assistant conversation
What it can read
- Companies, contacts and the lead pipeline
- Today's agenda: due and overdue follow-ups
- Recorded calls and emails, signals and dossiers
- Tasks and opportunities
- A brief of one company, built from stored records
What it can change
Only when writes are switched on for the service and the token has write permission.
- Companies, contacts, lead stage and next step
- Signals with source link and quote
- Dossiers, tasks and opportunities
- Notes you paste in, after you approve the proposal
What no tool does
- Send email or messages
- Take payments or change your plan
- Invite people, manage tokens or delete data
Tokens are stored as hashes, carry only the permissions you pick and expire on the date you set.
Revoke a token in Settings and every assistant using it loses access at once.
Changes made through a token appear in the activity log.
In progress: a public command-line client with JSON output, using the same tokens.
Compared with other CRMs
The difference is who writes to your clients.
Attio, HubSpot and Pipedrive also connect to your assistant over MCP, and they include sequences or agents that send email on your behalf. In Leitvik the assistant only reads and records. Each comparison links every fact to its official source.
Attio
A flexible CRM for startups, with a free plan, its own AI and an official assistant connection on every plan.
Leitvik and AttioHubSpot
A broad platform for startups and small businesses, from a free CRM up to marketing and service tools.
Leitvik and HubSpotPipedrive
A pipeline-centred CRM for small and medium sales teams, with an assistant connection on every plan.
Leitvik and PipedriveGetting your data in
Bring what you have. Take it with you.
Start from a spreadsheet, the app or your assistant. Owners and admins can export the whole workspace as JSON from Settings at any time.
Available
In the app
Add companies and contacts, record notes, sources and next actions.
Available
CSV import
Upload a CSV and check the preview first. The import runs in one step and never overwrites existing records.
Available
API and MCP
Scoped tokens for scripts and assistants. Every change goes through the same checks as in the app.
Working with a team
One shared workspace, three roles.
Work alone or with a few partners. Companies, contacts, notes and follow-ups live in one workspace that every member can see.
Northbridge Studio
Workspace
- Owner
- Manages billing and can delete the workspace.
- Admin
- Invites members and manages API tokens.
- Member
- Works with the team’s records and follow-ups.
Members share CRM data within the workspace. Notes are not private to each person.
Workspaces are kept apart
The database itself filters every query by workspace.
Leave whenever you want
Export everything as JSON, then delete the workspace from Settings.
Pricing
One price per workspace.
These are the planned prices; nothing is charged during the pilot. Everyone in the workspace is included, so you pick the plan by team size.
Solo
For one person or a small partnership.
€15/ month
per workspace, excl. VAT
- Up to 3 members
- 2 active assistant tokens
- Companies, contacts, leads, signals and dossiers
- Tasks, opportunities and the Today agenda
- CSV import and full JSON export
- API and MCP access with scoped tokens
Studio
For a small team selling together.
€39/ month
per workspace, excl. VAT
- Up to 15 members
- 10 active assistant tokens
- Everything in Solo
- Owner, admin and member roles for the whole team
Founding prices, subject to change before launch.
FAQ
Common questions
Independent consultants, founders and small B2B teams who run their own sales. It keeps companies, contacts, signals and dated follow-ups in one place.
They are broader products, with free or trial plans, email sync, and sequences or agents that can email on your behalf. Leitvik does less on purpose: dated follow-ups for consultants and small teams, an assistant connection with no sending tools, and a Spanish interface. The comparison pages list each difference with its official source.
Any assistant or editor that can connect to a remote MCP server, either by signing in to Leitvik or with a token. Integrations shows the address and Settings creates tokens. We will name specific apps once we have tested each connection.
It cannot send anything: there is no tool for email, messages, payments or team management. Tokens start read-only. Write tools appear only when writes are switched on for the service and your token has write permission, and notes you paste in are applied only after you approve the proposal.
Only if you want to use an assistant. Leitvik does not include model usage; your assistant's provider bills you for it. The CRM works on its own without one.
No. Leitvik only knows what you or your assistant record: in the app, from a CSV import or through the API.
Members share the workspace CRM: records, notes, dossiers and follow-ups. There are owner, admin and member roles, and no private notes per person. Workspaces are kept apart from each other.
Yes. Upload a CSV in the app, check the preview and import it in one step. Owners and admins can export the whole workspace as JSON from Settings.
Leitvik is in early access. Leave your email and we will write to you personally to set up your workspace. A request does not create an account on its own.
Nothing during the invite-only pilot. The planned plans are on the pricing page. Each is priced per workspace with the whole team included, and prices may change before launch.