Close your round.
Hire your team.
Win your customers.
A goal-first CRM built around the goals you're actually working on. Voice-capture meetings, track investors, candidates, design partners. Get a daily queue of what's overdue across every goal — in one screen.
You don't have a pipeline. You have a list of people you need to move forward.
HubSpot is a sales pipeline. Folk and Notion give you a contact list. Founders need a third thing — a finite goal, a list of humans attached to it, and a clear next move every morning.
Raise the round, hire your team, land design partners, close customers. Templates ship with sensible stages so you don't start from a blank page.
Manually, via CSV, the LinkedIn extension, or auto-pulled from your calendar. Each contact gets a stage on the goal.
Each morning, the Today panel shows what's overdue, who's stale, and what's due — across every goal in one screen.
A reason to open the app every day.
Most CRMs gather dust. WorkToDo's Today panel surfaces the smallest set of things you can act on right now — overdue, due, stale, deadlines this week. Across every goal, in one place.
Plus an 8am email digest and push notification at the same hour, so you never miss a follow-up.
Capture meetings without typing.
Tap the floating widget and talk for 10 seconds. Say something like "Coffee with Sarah, send pitch deck Friday" — WorkToDo's AI extracts the contact, the action, the deadline, and attaches it all to the right goal.
10-second voice note becomes a typed, tagged interaction.
Contact + goal resolved against your existing rolodex.
Proposes the follow-up so you don't think about it.
Capture between meetings from your phone.
Free for everyone during early access. Voice and text both work.
Captures meetings while you focus on the work.
Connect once. Every meeting with a contact you're tracking auto-logs as an interaction, attached to the right goal. No manual data entry.
Google + Outlook. Read-only sync. The last 90 days of meetings auto-attributed to the right contacts and goals — without you typing a thing.
An 8am email and OS push notification with the same view as your Today panel. Configurable hour.
Lead → Qualified → Demo → Proposal → Won. Your customer pipeline alongside fundraising and hiring.
Same product, more templates coming.
The goal-first model fits more than fundraising. We're rolling it out to two more workflows next, same engine, different starter templates.
Hire engineers. Evaluate vendors. Build mentorship.
Land clients. Grow audience. Find partners.
No paid plan yet. A one-time $50 lifetime offer opens next, capped at 50 people, before any monthly tier launches.
Frequently asked questions
- What is a goal-first CRM?
- A goal-first CRM organizes contacts by the outcome you're working toward — like raising a seed round or hiring — instead of one flat alphabetical list. Each goal has its own stages, contacts, notes, and tasks in one view.
- Who is WorkToDo for?
- Founders running relationship-driven goals: raising a round (investors), hiring (candidates), or finding design partners. Built for people juggling this in spreadsheets and generic sales CRMs.
- How is it different from Salesforce or HubSpot?
- Traditional CRMs are heavy, pipeline-centric, built for sales teams, and need constant data entry. WorkToDo is organized around goals, captures contacts and follow-ups from voice, and surfaces a daily follow-up queue — so it works for a founder without sales ops.
- How does AI voice capture work?
- You talk to the app or record a meeting; the AI extracts the contact, the action, and the deadline automatically and files them under the goal.
- How much does it cost?
- Free during early access. The only paid offer today is the Day 0 Founders deal — $50 one-time lifetime, first 50 people, which locks in every future feature.
- Does it record my screen or contact data?
- No. Screen session-recording is deliberately off, so your CRM data is never recorded. Calendar and recording features are opt-in.