Time-to-value in days, not months
Cadencia is built to stand up fast. Connect email and calendar, map your pipelines, import your data, and start running a real revenue rhythm in your first week — without a six-month CRM project.
Implementation that fits on your calendar, not a project plan
Most CRMs assume a long implementation: consultants, custom objects, and months of configuration before anyone sees value. Cadencia takes the opposite approach.
Because it's an AI-native, event-driven CRM with opinionated defaults for pipelines, Beats, and Today's Rhythm, you can get to a working revenue rhythm quickly — and refine from there as your team learns.
Out-of-the-box objects for Accounts, Contacts, Leads, Opportunities, and multi-persona pipelines.
Preconfigured Beats and Rhythm views so reps have a useful home on day one.
AI handles summaries, task creation, and prioritization as you work — no giant rules library to build before go-live.
Choose the rollout that matches your team
For smaller or fast-moving teams who want to self-serve
Spin up a workspace, connect your tools, and invite your team — no sales process required.
Perfect if you want to test Cadencia with a pod or region before rolling out broadly.
Create your workspace
In minutes, choosing your role to get tailored defaults.
Connect email & calendar
So Cadencia can start capturing real conversations and meetings automatically.
Import a slice of your pipeline
Via CSV, then turn on starter Beats to see Today's Rhythm with live data.
For larger or complex orgs who want a structured evaluation
Run a focused two-to-four week proof-of-concept with clear success criteria and a dedicated partner on our side.
Scoping session
Define target teams, key motions, and what success looks like — follow-up SLAs, SQL lift, rep time saved.
Pipeline & process review
Align your stages, SQL definitions, and Beats to Cadencia's multi-persona pipeline engine.
Hands-on support
Training and weekly check-ins during rollout, so your reps feel guided — not thrown into a new tool.
From new tool to daily rhythm, step by step
- 01
Create workspace and connect the basics
Invite your team and set roles and permissions. Connect email and calendar so Cadencia can auto-log emails and meetings and trigger follow-ups from real activity.
- 02
Map pipelines and SQL stages
Mirror or simplify your existing Lead and Opportunity pipelines, with clear entry and exit criteria for each stage. Mark which stages count as Sales Qualified for billing and reporting, so pricing aligns with how you actually sell.
- 03
Import data and turn on Beats
Import Accounts, Contacts, and Leads from CSV or your current system, with validation and mapping. Turn on key Beats so new and existing pipeline starts flowing into Today's Rhythm automatically.
- 04
Shift behavior, not just data
Set Today's Rhythm or Inbox as your default landing page so reps start their day in Cadencia. Run lightweight training: here's how Cadencia suggests your next move, and how to approve or adjust it.
Bring your history with you — cleaner, not heavier
Moving CRMs shouldn't mean recreating years of complexity. Cadencia focuses on the objects and workflows that matter. You keep the essentials, simplify the rest, and let the system handle capture and cleanup going forward.
If you want to improve your process instead of just copying it over, our Pipeline & Process Upgrade service redesigns stages, qualification, and routing before import.
Core records
Accounts, Contacts, Leads, and Opportunities, with owners, stages, and basic metadata.
Pipelines & stages
Map your existing motions into Cadencia's multi-pipeline model, including SQL-defining stages.
Key activities
Recent emails, calls, and meetings, so the Customer Brain starts with meaningful context rather than an empty timeline.
Sync conversations and meetings, automatically
Cadencia connects directly to Gmail and Microsoft 365, so emails and meetings become part of your unified customer memory without manual logging. All connections use OAuth, respect provider permissions, and keep data tenant-isolated by design.
- 01
Auto-log emails and meetings
As Activities linked to the right Accounts, Contacts, Leads, or Opportunities.
- 02
Generate AI summaries
Of key conversations, extracting action items into Tasks so reps don't have to retype notes.
- 03
Feed the Rhythm Engine
With triggers like new inbound, meeting ended, or stalled stage so the next best action lands in Today's Rhythm.
You're never on your own, unless you want to be
Cadencia is self-serve by default. Every customer gets standard in-app and email support plus documentation, setup guides, and best-practice templates for pipelines and Beats.
Pipeline & Process Upgrade
Use the move to Cadencia to clean up stages, definitions, and handoffs before migration.
Fractional RevOps leadership
Ongoing reviews, optimization, and enablement so your revenue rhythm keeps getting sharper over time.
Ready to see value this month, not next quarter?
Whether you're spinning up a trial team or running a structured proof-of-concept, Cadencia is designed to get you from new login to a working revenue rhythm in days.