Your CRM connects. Or use ours.
Most consulting firms run their pipeline in Salesforce, HubSpot, or Pipedrive — and the agreement lifecycle is disconnected from it. Bridge syncs both directions: opportunities become engagements, agreements become activity, payment status flows back. Don't have a CRM? Bridge has a native Opportunities pipeline that does the job.
No per user fees, ever.
For years I tinkered with Salesforce, trying to force it to capture everything. I loved it. But it could not bring together what I actually needed — contracts, engagements, budgets, payments — in a way I could trust. So I built Bridge.
Two-way sync with Salesforce, HubSpot, Pipedrive
Accounts, contacts, opportunities sync both ways. Bridge agreements show up as activity on the CRM record; engagement health flows back as a custom property. Your sales team and your delivery team finally share one source of truth.
Native Opportunities pipeline (no CRM required)
Don't have Salesforce/HubSpot/Pipedrive? Bridge has a built-in Opportunities pipeline with stages, win-rate tracking, and pipeline reports. Use it standalone, or upgrade to a third-party CRM later — Bridge syncs cleanly either way.
Account-centric agreement view
Open any account in Bridge → see every agreement, every engagement, every invoice, every contact. The whole client relationship in one record. Your team stops tab-hopping between CRM, agreements tool, and billing.
Detail screenshot
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Bridges to the tools you already use
Salesforce
Two-way sync of accounts, contacts, opportunities. SOWs you create in Bridge can attach to a Salesforce opportunity; closed-won opportunities can auto-create Bridge engagements. Custom field mapping supported. Real-time via webhooks plus a 60-second pull for resilience.
Learn moreHubSpot
Sync companies, contacts, and deals. Bridge agreements land as activity on the HubSpot deal record; engagement health flows back as a custom property. Set up via OAuth in two clicks — no API key juggling.
Learn moreBring-your-own via Zapier
If your CRM isn't natively supported (Pipedrive, Copper, Insightly, Close, ActiveCampaign, etc.), use Zapier — Bridge has 200+ triggers and actions there. Wire account / contact / opportunity events into any tool Zapier reaches.
Native Opportunities pipeline
Bridge's built-in pipeline. Stages, win-rate, expected close, weighted forecasting. Use standalone if you don't have an external CRM; or run alongside Salesforce/HubSpot for consultants who prefer to manage their own pipeline view.
Google / Microsoft contacts
OAuth sign-in for Bridge users + optional contact import from Google Workspace and Microsoft 365. Deduplicates against existing Bridge accounts so you don't create the same client three times.
Claude Knows
Claude can add accounts and contacts to your Bridge CRM and answer questions about who you've worked with by querying Bridge directly. "Add Acme Corp to my Bridge CRM with Jane Doe as the primary contact." "Which clients have I had three or more SOWs with this year?" Native Model Context Protocol — your Bridge data, one prompt away.
Learn moreBridge replaces
One product, one bill, one source of truth — instead of stitching 4 subscriptions together.
Frequently asked questions
More in Agreements
See also
Templates
When you create an agreement from an account, the contacts auto-populate as signers. No retyping.
Learn moreAgreements
Every agreement is linked to an account. The account view shows the full agreement history per client.
Learn moreAll Integrations
CRM is one of many — see the full integration lineup including QuickBooks, Harvest, Stripe, Claude, and more.
Learn moreNo per user fees.
No forced contracts.
No sales call.
Built by Tommy Spann after 25 years running consulting firms. Bridge is the practice software he wanted and couldn't find — so he built it.