Give sales, account teams and operations one shared view of the work. Shape boards, fields, stages and automations around your process—then see the same records from the angle each team needs.
For teams moving customer work across people, stages and deadlines.
Explore real Cadence screens, from your shared pipeline to the AI apps that help your team prepare and follow through.
Customer records, owners, stages and custom fields in one working view. Open a record to keep notes, files and the next action together.
Use configurable boards and custom fields to capture what matters to your business. Give each record an owner, a status, a priority and relevant dates. Keep sales pipelines separate from service or delivery boards while using the same approach to organise the work.
Work through detail in a table, understand stage distribution in Kanban, see deadlines on a calendar and summarise records in charts. Your team can choose the view that fits the question without maintaining a second spreadsheet.
Configure triggers and actions around changes in the CRM. A qualified lead can create a proposal task after a manager approves the next step; a won opportunity can create delivery work. Email, WhatsApp, voice and external-system actions depend on the services you connect and configure.
A CRM should fit your business. Configure boards for the relationships, work and handovers your team actually manages.
Keep stages, qualification, ownership and follow-up work in one shared process.
Bring customer information, notes, files and relationship history together with the next task.
Organise onboarding, project work and service requests with owners, dates and statuses.
Adapt fields and workflows for recruitment, internal requests or other structured team work.
Start independently, or let Block Gemini help shape your boards, prepare your data, configure automations and connect your systems. Enablement is practical work delivered for your requirements.
Plan my Cadence setupChoose Free or a paid plan that fits your team.
Map your data, configure fields and set up boards.
Invite people, assign access and scope your integrations.
Configure actions and activate the AI apps your plan supports.
Explore Cadence lead scoring, source-linked company research and transcript-to-proposal workflows. Connect AI insight to customer records and the next sales action.
Connected productsConnect Cadence customer records with Echo conversations, Bridge call context and scoped business-system integrations. Explore a connected Block Gemini customer journey.
Both. Cadence organises customer relationships in configurable boards and records, and connects that context to tasks, owners, dates and workflow actions. Sales, account and operations teams can shape the workspace around their process.
Lead Scoring prioritises leads with supporting reasoning. Web Research adds company or contact context with source links. Sales Intelligence analyses a supplied transcript, lets your team review the findings and generates a branded draft proposal PDF. AI requires a paid plan, the relevant app entitlement and available credits.
Yes. Free is an ongoing plan for one organisation per business, with one full-access user, free Viewers, three boards, 1,000 records and 250 MB of storage. No trial or credit card is required. AI apps are available on paid plans. Confirm current terms in the Cadence platform.
Connections are configured for your workflow. The Cadence overview documents Echo, Bridge, APIs and webhooks. The other portfolio examples on this page are opportunities to scope with our team, not a claim of pre-enabled connectors. Product subscriptions, third-party services and integration work may carry separate charges.
Cadence supports imports, configurable fields and boards. Start by mapping your current records, ownership and stages to the new workspace. Block Gemini enablement can help with data preparation, migration, workflow setup and scoped integrations. Agree the required systems and work before rollout.
Paid plans are billed per seat each month and include an AI-credit allowance. App access is included in eligible plans or added for a monthly organisation fee. AI runs consume credits; app subscriptions do not add credits. Optional top-ups are available on paid plans. Exhausted credits pause AI while core CRM continues within plan limits. USD prices exclude applicable taxes.
You can configure the workspace yourself or use Block Gemini enablement. Growth includes four hours once per organisation, Scale six, and Enterprise a twelve-hour baseline. Additional enablement is US$50/hour. Hours are valid for twelve months from allocation or purchase; extra purchases require your authorisation. Routine support and defect fixes do not consume enablement hours.
Start with your first board. Build the workflows and connections your business needs next.
