Anvil CRM review for small B2B sales teams

What Anvil CRM is and which teams it suits

Anvil CRM (also written AnvilCRM) describes itself as a lightweight, agentic CRM for growing businesses. In practice it is sales management software for small and medium B2B teams: accounts, contacts, leads, deals and products in one place, with tasks, meetings, calls and notes alongside them. The vendor's own FAQ pitches it at small and medium B2B sales teams, and that matches the feature list.

The company behind it is Twelvebit Technology Ltd, a private limited company registered in England and Wales. Companies House shows it was incorporated in April 2023 (it was called Hyperspace Technology Limited for its first year) and is listed as active. Anvil's terms and privacy policy name the same company and a London address, which is a reassuring level of openness for a young CRM.

This Anvil CRM review is based on the vendor's site, pricing, terms and privacy policy, plus the public company record. I have not found independent user reviews to quote, so treat the outcome claims on the site as the vendor's own.

Anvil CRM features

Several other software products share the Anvil name, so check you are reading about the CRM at anvilcrm.com when you compare Anvil reviews.

Core CRM records and pipelines

Every plan covers accounts, contacts, leads, deals and products, plus tasks, meetings, calls, a workbench and notes. Standard includes one sales pipeline and one lead pipeline, 10 custom fields per standard object, a basic dashboard and CRM import and export. The homepage demo shows deals moving across stages such as Qualify, Proposal, Negotiation and Won, with stage probabilities, which is the familiar pipeline view most sales teams expect.

Automation on stage changes

Anvil says stage changes can trigger the next step automatically, such as tasks, reminders and handoffs. The site does not go into detail on how flexible these rules are, so if workflow automation is a big part of your process I would check it during the trial.

Pro features for growing teams

Pro adds multiple sales and lead pipelines, custom objects and more custom fields, advanced reports and custom dashboards, custom roles with granular permissions, an audit trail with deleted-record recovery, and commission tracking. The homepage also mentions server-side totals and audit trails on every change, which matters if you report on pipeline numbers to a manager or investor.

MCP server and AI assistants

The most distinctive part is the AI angle. Anvil runs an MCP server that connects the CRM to MCP-compatible assistants and coding tools such as ChatGPT and Codex. According to the FAQ, your agent can read, create, update and delete accounts, contacts, leads, deals, products and activities, subject to your permissions. The site even suggests you can ask your agent to import your data. The privacy policy also mentions an Anvil CRM Quick Capture browser extension, though the site says little else about it.

Security, support and data handling

The privacy policy is unusually specific. It says passwords are stored only as a hash, Google sign-in tokens and two-factor secrets are encrypted, and Anvil acts as a processor for the CRM content a customer stores. It is not a security certification, and I did not see compliance badges such as SOC 2 on the site, but it is more detail than many small CRMs publish. The privacy policy and terms list [email protected] as the contact address.

Anvil CRM pricing and plans

Pricing is per user, with all prices in USD. Each workspace has one subscription and each user costs the same rate. Yearly billing gives two months free and is paid upfront.

The free trial is of Pro, lasts 14 days, covers up to five users and needs no card. The vendor says you won't be charged automatically when it ends. If you subscribe early with up to five users, Anvil says it honors your remaining free time, while six or more users starts billing straight away. There is no free plan, and I did not see a lifetime deal on the vendor's site.

Limits, drawbacks and user reviews

The main drawback is the lack of independent evidence. The homepage shows outcome figures such as admin hours saved per person, but the vendor itself notes that results vary, and I could not find user reviews or a rating on a major review platform to back them up. That is normal for a young product, but it means you are relying on the trial to judge it.

Standard is quite tight. One sales pipeline and 10 custom fields per object will suit a single simple sales process, but teams with several products or regions will likely need Pro, which doubles the per-user cost.

The site does not publish a list of native integrations. Email and calendar sync are the first things most sales teams ask about, so confirm how Anvil handles them before you move your data. The terms also limit the company's liability to the amount you have paid (or 100 USD if you have paid nothing), which is common but worth knowing.

Anvil CRM vs the main alternatives

• Pipedrive: a long-established pipeline-first CRM with a large integration marketplace, a safer pick if you need many connections.
• HubSpot CRM: worth a look if a free starting tier matters more to you than a per-user price on day one.
• Attio: another modern, flexible CRM built around custom objects, for teams that want to shape their own data model.

Verdict

Anvil CRM looks like a sensible, honestly priced CRM for a small B2B sales team, and the MCP connector is a genuine point of difference if you already work with an AI assistant. I would pick it if you want a plain pipeline tool at $15 to $30 per user and are happy to judge it on a no-card trial. I would look elsewhere if you need a free plan, a deep integration list, or plenty of public reviews before you commit.