CRM for independent consultants and small B2B teams
Your assistant keeps the CRM current. Your clients only hear from you.
Leitvik tells you each morning who to write to. Your AI assistant updates it from your notes, and you review the changes before they are saved.
Free invite-only pilot · Founding price guaranteed
- Made in Spain by Pharosyne Tech SLU
- Your assistant has no tool to send email or messages
- Notes you hand it are reviewed before they apply
- CRM database in Frankfurt (EU)
- Export your whole workspace at any time
How it works
Three moments in the day when Leitvik saves you the search.
In the morning Open Today and see who is due.
Overdue and due follow-ups come first, each with its next step and the person it is with.
Instead of “I meant to write to them today.”
After the call Hand the note to your assistant.
It proposes what to change on the record and a dated next step. Nothing is saved until you say yes.
Instead of “Where did that end up?”
Before the meeting Open the company and the context is there.
The people, the dossier, the saved sources and what was left pending, all in one record.
Instead of digging it all up again.
Assistants
Your assistant takes the notes. Writing to your clients stays with you.
Connect it from Integrations and choose what it can read or change. You can disconnect it at any time.
- YouHere is my note from the Aurora call. Log it and set the next step.
- AssistantProposed: add the call to Aurora Systems' history and change the next step to “Send the proposal”, due 9 October. Shall I apply it?
- YouYes.
- AssistantSaved to the record. No message was sent to Aurora.
What it can read
- Companies, contacts and the pipeline
- Today's follow-ups, due and overdue
- Calls, emails, signals and dossiers you recorded
What it can change, if you allow it
- Records, lead stage and next step
- Signals, dossiers, tasks and opportunities
- Notes you hand it, once you approve the proposal
What it cannot do
- Send email or messages
- Take payments or change your plan
- Invite people or delete data
Works with assistants that support MCP, the open standard AI assistants use to connect to other apps.
Compared with other CRMs
The same assistant connection, without agents that write for you.
HubSpot, Attio and Pipedrive also connect to your assistant, and they include sequences or agents that can email on your behalf. Leitvik does not.
| Topic | Leitvik | HubSpot | Attio | Pipedrive |
|---|---|---|---|---|
| Emails sent on your behalf | No: it has no sending tool | Yes, prospecting agent from Starter | Yes, sequences on Pro and Enterprise | Yes, sequences from Growth |
| AI assistant connection (MCP) | Yes | Yes, every account | Yes, every plan | Yes, every plan |
| Where CRM data is stored | Frankfurt (EU) | United States on the free plan | Choice of location, Enterprise only | EU data centres for EU clients |
| Free entry | Free invite-only pilot | Free for up to 2 users | Free for up to 3 users | No free plan; 14-day trial |
If you need sequences, email sync or a free plan that is available today, one of them will suit you better.
Checked on 5 October 2026 on each vendor's official pages. Each comparison links every fact to its source.
The pilot
A small product, made in Spain.
Leitvik is made by Pharosyne Tech SLU, a small company in Spain. During the pilot we set up each workspace with you, and you write to the people who build it.
What the pilot includes
- Free for as long as the pilot lasts
- A guaranteed founding price when paid plans open
- Nothing is charged until you choose a plan
- Your whole workspace exported as JSON whenever you want
FAQ