Jude

AI-native CRM that manages clients, projects and follow-ups for small businesses

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Screenshot of Jude, AI-native CRM that manages clients, projects and follow-ups for small businesses

What is Jude?

Jude is an AI-native CRM for small businesses: a conversational assistant that tracks clients, projects and tickets, with optional voice input, done-for-you onboarding and a persistent memory of your business.

Jude is an AI-native CRM aimed at small businesses that want a customer database and operations assistant in one place. Rather than a static set of contact records with an optional chatbot bolted on, the product is built around a conversational agent that knows the client list, the project pipeline and the open tickets, and can act on them. Users can ask by voice or text whether an invoice has been paid, and Jude answers from live business data instead of generic knowledge. The customization model is the main differentiator. Onboarding, CRM import, integration connections, AI instructions and automations are handled by the Jude team rather than left to the customer, so the workspace is configured around how a specific business already operates. Jude also keeps a persistent memory of preferences, facts and decisions (tone of voice, working hours, brand guidelines, which proposal style tends to close), which means the assistant does not need to be re-briefed each session. Model choice is flexible: conversations can switch between Claude, GPT, Gemini and Grok mid-thread while context carries over. In daily use it functions as a lightweight operations hub. Shared workspaces and templates let a small team track clients, tickets, leads and revenue on a dashboard, with role-based admin controls, centralized billing and a usage dashboard on team plans. Voice or text requests turn into concrete actions, and prepared proposals, rescheduled calls and sent follow-ups are reported back in plain language. The product is aimed at owner-operated businesses and small teams: freelancers, agencies, coaches, local services, ecommerce, real estate, clinics, salons, contractors and nonprofits all get dedicated walkthroughs. Compared with enterprise CRMs that require a consultant to configure, Jude leans on done-for-you setup, and compared with general chat assistants it holds the actual customer record. The trade-off is depth: teams needing heavy customization or complex reporting should check the scope carefully before committing.

How do you use Jude?

  1. 1Create a free account
    Sign up on the Jude signup page to open a workspace. The entry plan is free, so an initial setup can be tested before any team plan is chosen.
  2. 2Book the onboarding call and import your CRM
    Onboarding and CRM import are handled by the Jude team. The setup covers connecting tools, importing existing contacts and organizing records so the workspace reflects your actual book of business.
  3. 3Connect your integrations
    Link the tools your business already runs on, such as Gmail, Google Calendar, Stripe, Slack, Notion, Shopify, Twilio or Zoom. The integrations page lists the full set.
  4. 4Train Jude on your business
    Add AI instructions covering tone, working hours and terminology, and set the preferences and decisions Jude should remember. Persisted context is what makes later replies match how you actually work.
  5. 5Find your industry walkthrough
    Open the page for your sector, from freelancers and agencies to contractors, salons or nonprofits, to see the tailored dashboard, chat demo and workflow examples for that business type.
  6. 6Choose Solo or Team plans
    Compare Solo and Team tiers on the homepage pricing block. Team Starter includes 3 seats at $49/month, Team Pro adds 1,000 shared AI messages at $99/month, and Team Unlimited is quoted on request.

Pros and cons

Pros

  • Conversational access to live CRM data, by voice or text, so questions about invoices, tickets and clients get direct answersAI
  • Switch between Claude, GPT, Gemini and Grok mid-conversation without losing contextAI
  • Onboarding, CRM import, integrations, AI instructions and automations are configured for youAI
  • Persistent memory of tone, client history and past decisions removes repeated briefingAI
  • Free solo tier and team plans starting at $49/month with 3 seats includedAI

Cons

  • Public pricing covers team plans only; the solo tiers have to be checked at signupAI
  • No public API or developer documentation is described on the homepageAI
  • Customization is handled by the vendor, which may limit self-serve control for technical teamsAI
  • Feature detail is spread across industry pages, so the core product is hard to assess from one pageAI

How much does Jude cost?

Free trial

The homepage states the product is free to start and links to a signup page, so an account can be created at no cost before choosing a plan. No time-limited trial period is stated.

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Pricing

Free to start, with Solo and Team plan toggles. Team Starter is $49/month for 3 seats, with extra seats at $9/month. Team Pro is $99/month and adds 1,000 shared AI messages, a team usage dashboard and an 80% usage alert, then pay-per-use. Team Unlimited is customized and quoted through contact.

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Support

Hands-on onboarding covers setup, CRM import, integrations, AI instructions and automations. Priority support is listed for the Team Unlimited plan, and a contact page is available for inquiries.

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Integrations

Gmail, Stripe, Google Calendar, Notion, Slack, GitHub, Shopify, Twilio and Zoom are named on the homepage, with a wider list on the integrations page. Setup and connection are handled during onboarding.

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Features

Conversational CRM with voice or text input, client and ticket tracking, leads and revenue dashboards, shared team workspaces and templates, persistent memory for tone and client history, mid-conversation switching between Claude, GPT, Gemini and Grok, prepared proposals and follow-ups, role-based admin controls, centralized billing and usage dashboards.

Frequently asked questions about Jude

  • How much does Jude cost?
    Free to start, with Solo and Team plan toggles. Team Starter is $49/month for 3 seats, with extra seats at $9/month. Team Pro is $99/month and adds 1,000 shared AI messages, a team usage dashboard and an 80% usage alert, then pay-per-use. Team Unlimited is customized and quoted through contact.
  • Does Jude offer a free trial?
    The homepage states the product is free to start and links to a signup page, so an account can be created at no cost before choosing a plan. No time-limited trial period is stated.
  • How do you use Jude?
    The walkthrough on this page covers 6 steps: 1. Create a free account 2. Book the onboarding call and import your CRM 3. Connect your integrations 4. Train Jude on your business 5. Find your industry walkthrough 6. Choose Solo or Team plans.
  • What platforms does Jude support?
    Jude is available on Web App.
  • What does Jude integrate with?
    Gmail, Stripe, Google Calendar, Notion, Slack, GitHub, Shopify, Twilio and Zoom are named on the homepage, with a wider list on the integrations page. Setup and connection are handled during onboarding.
  • What are the limitations of Jude?
    Public pricing covers team plans only; the solo tiers have to be checked at signup. No public API or developer documentation is described on the homepage. Customization is handled by the vendor, which may limit self-serve control for technical teams.

Status

StatusActive
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Added10/21/2026

Platforms

Web App

Pricing

FreemiumSubscription