✦ AI Sales Copilot CRM

Your CRM should
think with you.

Meridian is a full sales CRM with a built-in AI that scores your leads, writes your follow-ups, and tells you exactly where to focus next.
One payment. No monthly fees. Yours forever.

Single HTML file · Runs in your browser · No account required

meridian-crm.html
Meridian
Dashboard
Pipeline
Contacts
Tasks
✦ AI COPILOT
Score leads · Draft emails · Insights · Summarize notes
Dashboard
Open pipeline
$677k
Won this month
$220k
Tasks today
3
RECENT DEALS
DW
Dana Whitfield
Qualified · $450,000
87/100
ML
Marcus Lee
Proposal · $4,800
72/100
PA
Priya Anand
Contacted · $6,000
54/100
The problem

Most CRMs store your data.
None of them help you act on it.

You have leads sitting in stages they've been in for weeks. You forget to follow up. You stare at a contact and try to remember what to write. You have no real idea which deal is going to close.

Meridian fixes all of it — for a single payment, with no monthly bill coming back next month.

Four AI features that actually move deals forward

Every AI feature runs live against your real pipeline data, right inside the app.

🎯

AI Lead Scoring

Every deal gets scored 0–100 based on value, engagement, stage, how long since last contact, and your own notes. You get a specific rationale and a recommended next action — not a generic number.

Score updates save to each deal card
✉️

AI Email Drafting

Pick a contact and a tone — check-in, re-engage, post-meeting follow-up, or proposal nudge. Meridian reads their notes and deal history and writes a ready-to-send email in seconds.

One-click copy to clipboard
📊

Pipeline Insights

One click analyzes your entire pipeline — stalled deals, stage imbalances, win rate, open value — and gives you 2–4 ranked, specific things to fix. Not a dashboard. Actionable advice.

Available from dashboard + Copilot panel
🎙️

Meeting Notes Summarizer

Paste raw notes from any call — even messy shorthand. Meridian returns a clean summary, key points, action items, and a suggested follow-up. Save it to the contact or turn it into tasks with one tap.

Creates tasks automatically from action items
Built for
Real estate agents Business coaches Marketing consultants Sales freelancers Agency owners Executive coaches Recruiters Anyone selling high-ticket services

Up and running in under 10 minutes

1

Buy once, download instantly

You get a single HTML file and a PDF setup guide. No installation, no account, no app store. Open the file in any browser.

2

Add your Claude API key

Anthropic gives you a Claude API key. Paste it into Meridian's settings (takes about 3 minutes). The AI features light up instantly. You only pay Anthropic for what you use — a few cents per request.

3

Add your contacts and deals

Import your pipeline or start fresh. Meridian comes pre-loaded with sample data so you can see exactly how it works before you clear it out.

4

Let the Copilot work

Score your leads. Draft a follow-up. Get pipeline insights. Summarize your last call. Your next action is always one click away.

Everything in one purchase

One price. Forever.

No monthly subscription. No per-seat fees. No hidden tiers.

✦ Lifetime access
Meridian — AI Sales Copilot CRM
$67
one-time payment · instant download

Secure checkout via Gumroad. Instant delivery. You'll need a Claude API key from Anthropic for AI features (free to sign up, pay-as-you-go usage — a few cents per request).

Compare to HubSpot Starter at $20/mo · Pipedrive at $49/mo · Salesforce at $75/mo
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Questions

Do I need to pay for the AI features separately?
Yes — the AI runs on Anthropic's Claude API, which you access with your own API key. It's free to sign up and you pay only for what you use. Typical usage (scoring 10 leads, drafting 5 emails) costs a few cents. There's no monthly commitment.
Where is my data stored?
Entirely in your browser's localStorage — nothing goes to a server. Your contacts and deals never leave your device unless you use the AI features, which send only the relevant data to Anthropic's API (no personal identifiers beyond what you type).
Do I need to know how to code?
No. You open the file in a browser and it works. The PDF setup guide walks you through getting your Claude API key and optionally hosting on GitHub Pages (free), with no technical knowledge required.
What's the difference between this and HubSpot / Pipedrive?
Those are SaaS tools — you rent access monthly and your data lives on their servers. Meridian is a file you own. The AI is deeply integrated rather than a bolt-on, and there's no subscription. The trade-off: no email sync or calendar integration (yet).
Can I use this on my phone?
Yes. Meridian is fully responsive with a mobile-optimised layout and bottom navigation. Host it on GitHub Pages and access it from any device via browser.
Is there a refund policy?
Because this is a digital download with instant access, sales are final. If you have an issue, contact us via Gumroad and we'll do our best to help.

Stop guessing which lead
to work on next.

Instant download · Single file · Works in any browser