Today
Run a health check, clear the actions it surfaces, then see what's new.
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Forecast
What's coming, and how much of it you can actually work.
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Deals
Companies
People
Relationships
Your full relationship database. Click any row for the full record.
All
Targets
Customers
Churned
Archived
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Deals
Companies
People
People
Every person across your accounts. Engagement is derived from touches.
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Deals
Companies
People
Deals
Opportunities across your accounts. Stage is derived from facts — never a manual kanban.
All
Open
Won
Lost
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Lead Generation
Teach SRCE who buys, generate a targeting prompt, then pull cold leads and accept the best.
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Data Review
Accept the leads worth working, reject the rest — companies first, then their people. Every decision trains your ICP.
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Intelligence
Your knowledge base — train your SRCE AI on your docs, transcripts, notes, URLs, and connected tools.
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Chat with the Analyst
Your data engineer for the CRM — ask anything and get a precise answer from your own data. The Analyst is read-only on SRCE itself, and any change (like archiving) waits for your confirm.
Settings
Your profile, workspace, data sources, plan, and preferences.
Profile
Company
Manage users
Plan & billing
Integrations
Import data
Notifications
Data & privacy
Profile
How you show up in SRCE.
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Avatar color
Company profile
Your company identity, and what the AI should know about you — SRCE folds this into your ICP and lead-gen.
SRCE reads this to infer your stack and ICP.
Data integrity
Every change to your data lands on an append-only, hash-chained ledger — the history only moves forward and nothing is overwritten. Verify it yourself: any silent edit, deletion, or backdating breaks the chain.
Exploring with the demo book? Clear sample data — removes every sample record (and its ledger facts).
Manage users
Invite teammates to your workspace. Pro & Max include unlimited users.
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You
Owner
Plan & billing
Your plan and company usage.
FREE
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Free
$0/mo
- 100 companies
- 1 user
Pro
$97/mo
- 10,000 companies
- Unlimited users
Max
$349/mo
- 50,000 companies
- Unlimited users
Integrations
SRCE is the destination — your tools push facts in, and it never holds their keys.
Connect a source
HubSpot
Pulls company firmographics, employee counts, and real last-contacted dates — so timing, ghosting, and opportunity run on actual sales recency instead of guesses. Scope: crm.objects.companies.read.
AI chat
Anthropic API key
Chat with the Analyst runs on a small free allowance from us (30 messages). Add your own Anthropic key for unlimited use — it's billed to your Anthropic account, never SRCE's.
Agent & API access
API key
One Bearer key for both the REST API and the MCP server. Shown once — copy it now.
Claude Code (MCP)
Your agent becomes the universal adapter — it reads HubSpot/Stripe/Intercom with your keys and pushes facts to SRCE. Then just ask: "Load my HubSpot export into SRCE."
claude mcp add --transport stdio --env SRCE_API_KEY=<your-key> srce -- npx -y srce-mcp
Push a fact (REST)
Any webhook (Instantly, Intercom, Stripe) or script can post one primitive:
curl -X POST /api/accounts/acme.com/events \\
-H "Authorization: Bearer <your-key>" \\
-d '{"type":"usage","amount":42,"meta":{"products":["tx"]}}'
Import data
Drop any export — SRCE maps the columns for you. No template required.
Drop any CSV(s) — or click to browse
HubSpot, Close, a spreadsheet, anything. We figure out the columns and show you a preview.
Prefer a clean file? Download the template — it skips mapping.
Notifications
Stay on top of what changes without living in the app.
Daily email digest
New accounts, hot deals, and the actions that need you.
Weekly review
A Monday email with last week's wins, losses, and pipeline.