A SaaS CRM and all-in-one app for small tech companies

Short answer: A SaaS CRM tracks trials, deals and recurring revenue, and keeps every customer conversation in one place. Alori is the all-in-one app for service businesses, and small tech companies use it the same way: deals with monthly revenue, a shared inbox, a website chat bot, a help center and recorded meetings, in one app you change by asking.

Who is in tech

This page is for small tech companies, usually under 50 people, where the founders still sell and still answer support:

• Software companies selling a subscription
• Managed IT service providers (MSPs) looking after other companies' computers and networks
• Software development shops building apps for clients
• Cybersecurity consultants running audits and compliance work

They sell to businesses, they bill on a schedule, and most of their customers come back with questions. A lead, a trial, a support chat and a renewal are all the same customer.

The tool stack tech companies juggle

A typical small tech company pays for a lot of separate tools:

• A CRM for the sales pipeline
• A chat widget and a help center, often from a support vendor
• A meeting recorder on top of the video calls
• A scheduling link for demos
• A prospecting database to find emails and phone numbers
• A phone app, a shared inbox, and QuickBooks for the books

Each one holds a slice of the customer. The founder copies notes from a call into the CRM, then answers the same question in chat that the help center already covers. Alori puts these pieces in one app on one set of data.

Company types in tech

• SaaS companies: trials to paid in a pipeline, MRR on each deal, a chat bot that answers from your help center.
• Managed IT service providers: a business phone with after-hours handling, on-site visits on the schedule, invoices, and tickets with response times per priority.
• Software development shops: deals, a project and task board per client, quotes signed online.
• Cybersecurity consultants: one project per audit, repeating compliance reminders, quotes and invoices.

Top use cases

Live today:

• AI customer support bot: the chat bot on your website answers from your published help articles and passes the chat to a person when it can't answer.
• Self-updating help center: ship a feature and its help article goes live, in English and French. Ask Alori what your customers ask most, and it can write help articles for those questions.
• Ticket SLA tracking: tickets with an assignee, a status and a response time per priority. A customer's ticket past its time turns red.
• Support automation: the bot answers chats and support emails, Alori makes tasks for what slips, and automations run on their own.
• Customer onboarding checklist: start a project for each new customer, keep the tasks Alori suggests, and track progress.
• Compliance management: one project per audit, and tasks that repeat every month or every year.

Coming soon:

• IT asset management: a device and license inventory is not built yet
• Customer health score, with the customer success app
• Product feedback and roadmap, with the feedback app

The apps that matter for a tech company

• Deals: pipelines with your own stages (Trial, Paid, Churned, or whatever you use). Add products and how often each is billed, and Alori adds up MRR, ARR and the first year. The board shows open MRR.
• Customers and companies: one company with its people, deals and conversations.
• Conversations: a shared inbox for email, texts and website chats, one thread per customer. Connect Gmail, and Alori can draft your replies.
• Front desk and help center: a chat bot on your website that answers from your help center, a support email the bot can answer, and KPIs on how fast your team replies. Import your articles from Intercom or Zendesk, and translate them to French or English.
• Tickets: numbered tickets with an assignee, steps, cycles and a response time per priority, on a list or a board. The customer gets an email when their ticket moves.
• Email campaigns: send product news or a renewal offer to a list, with open and click results. See email campaigns.
• Meetings: video meetings in the browser, recorded, with a transcript and a summary. Turn a next step into a task in one click, and ask questions about a past meeting.
• Booking: demo links with reminders, synced with Google or Outlook calendars.
• Apollo: find a contact's email and phone from their record, with your own Apollo account.

Every plan has unlimited users. See pricing; the free plan needs no card.

FAQ

Is Alori a SaaS CRM? Yes, for small teams. Deals, pipelines, companies, contacts, monthly and yearly recurring revenue on each deal, and a shared inbox are all live. Billing your subscriptions automatically is not built yet; you invoice from Alori and track MRR on deals today.

Does Alori have a ticketing system? Yes. Tickets have a number, an assignee, a status and a priority, and each team sets a response time per priority. Website chats, emails and texts land in the shared inbox, and you file a ticket from a conversation in one click.

Can I move from HubSpot, Intercom or Zendesk? Yes. The HubSpot move brings over your contacts, companies and deals, with a sample first and an undo. The Intercom import brings your help center articles and conversations. The Zendesk import brings your tickets, customers, companies and help center.

Can I use Alori from Claude? Yes. Add Alori as a custom connector in Claude, and Claude can look up and change your CRM.