Run your whole company on one system.
Citron replaces your CRM, sales, marketing, finance, and operations stack with a single AI-powered platform — unlimited private local AI included, frontier models from Anthropic, OpenAI, and Google on tap.
14-day free trial · No credit card required · Live in under a day
Everything your business runs on. Connected.
Twelve modules, one data model, one intelligence. No integrations to wire, no data to reconcile.
CRM
A living record of every customer: enriched, scored, and surfaced exactly when it matters. No more stitching together five tabs to understand one account.
- Unified contact timeline
- AI lead scoring
- Relationship intelligence
Sales Pipelines
Visual pipelines that update from real signals. Citron flags stalled deals, drafts the next touch, and forecasts with confidence.
- Drag-and-drop stages
- Deal risk detection
- Revenue forecasting
Marketing
Plan, launch, and measure across every channel. Generate copy, segment audiences, and let AI optimize spend toward outcomes.
- Multi-channel campaigns
- AI copy & creative
- Smart segmentation
Lead Management
Capture, route, and nurture every inbound lead automatically. Citron prioritizes the ones most likely to close.
- Instant routing
- Enrichment on capture
- Intent signals
Automations
Describe an outcome in plain language. Citron assembles the triggers, conditions, and actions across every module.
- Natural-language builder
- Cross-module triggers
- Conditional logic
Task Management
Tasks, projects, and sprints with AI that prioritizes, assigns, and keeps everything moving toward the goal.
- Smart prioritization
- Auto-assignment
- Dependencies
Team Collaboration
Threads, docs, and decisions live next to the work itself. No context lost between tools.
- Contextual threads
- Shared docs
- Mentions & assignments
Scheduling
Meetings, availability, and reminders that sync to the work and the customer, automatically.
- Shared availability
- Round-robin routing
- Reminders
Invoicing
Create, send, and reconcile invoices from the same place you close the deal. Citron handles reminders and follow-up.
- One-click invoices
- Auto reminders
- Payment links
Accounting
Real-time financial picture, categorized automatically. Close faster with AI-assisted reconciliation and reporting.
- Auto-categorization
- Real-time P&L
- Tax-ready exports
Analytics
Ask anything about your business in plain language. Citron builds the chart, finds the trend, and explains the why.
- Ask in plain language
- Auto-generated reports
- Anomaly detection
AI Agents
Autonomous agents that act across your data: qualifying leads, drafting replies, updating records, and closing loops.
- Autonomous actions
- Grounded in your data
- Guardrails & approvals
Need only some of it? Build your own platform from individual modules.
Every model. Your data stays yours.
Citron ships with private local AI you can use without limits — and meters frontier models with simple credits when you want more power.
Citron Local AI
Runs privately on your workspace. Drafts follow-ups, scores leads, categorizes transactions, and answers questions about your business — with no per-request cost and no data leaving your control.
- Zero credits, ever
- Private by design — never trains shared models
- Fast, always-on assistance in every module
Frontier models, on tap
One credit covers roughly one AI action (~1,000 tokens) on a fast hosted model. Frontier models draw more per action. Local Citron AI is unlimited on every plan and never touches your credits.
Ask Citron to do the work
“Create an invoice for Copperline for the Q3 retainer.”
Invoice #1042 created: $24,000 to Copperline. Sent with a 14-day payment link.
“Follow up with all leads from last week that went quiet.”
Drafted 18 personalized follow-ups across 3 segments. Ready for your review.
“Generate this month's marketing performance report.”
Report ready: 4.2x ROAS, 312 MQLs, CAC down 19%. Top channel: organic search.
From tool sprawl to one system, in a day.
Import in a day
Bring your contacts, deals, and books. No integration project — Citron is one system, so there is nothing to wire together.
The AI learns your business
Every module shares one data model, so Citron understands your customers, cash, and pipeline from day one.
Replace the stack
Retire the seven tools you were paying for. One subscription, one source of truth, one place your team works.
Teams replace their stack and don't look back.
Cut software spend by 41% while improving cross-team visibility.
Meridian Labs · SaaS
AI deal-risk detection recovered $1.2M in slipping pipeline.
Northwind · Manufacturing
Automated time-to-invoice freed two days a week per consultant.
Atlas Consulting · Professional Services
“We replaced seven tools with Citron in a month. Our team stopped switching tabs and started shipping. It feels like the software finally understands how we work.”
“The AI layer is the difference. It does not just store our data, it acts on it. Deals at risk get flagged before I would have noticed. That is a different category of product.”
“Onboarding a new hire used to take three weeks of context. Now Citron answers their questions instantly. Our knowledge stopped living in people’s heads.”
Simple pricing. Serious value.
Per-seat plans with unlimited local AI on every tier. Annual billing saves −17%.
Starter
For small teams replacing their first stack of tools.
500 AI credits / month + unlimited local AI
Growth
PopularFor scaling teams running the whole business on Citron.
2,500 AI credits / month + unlimited local AI
Enterprise
For organizations that need scale, control, and assurance.
Custom credit pools + unlimited local AI
Your business, running on one intelligence.
Start free today, or talk to us about rolling Citron out across your organization.