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Sales Automation · Database Tools

Miniloop

Miniloop is a software agency that builds, hosts and maintains a custom CRM replacing Salesforce or HubSpot. It charges one fixed annual fee instead of per-seat licenses, promises 5x to 10x savings, and can deploy on client infrastructure.

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Overview

What is Miniloop?

Miniloop is a software development agency, not a self-serve product. The site’s own FAQ puts it plainly: “No. Miniloop is a software agency.” There is no signup, no free tier and no dashboard to log into. Instead, its developers design, build, host and maintain a custom CRM intended to replace a Salesforce or HubSpot subscription.

The pitch rests on two arguments. First, most teams pay high per-seat licenses for features nobody uses, then bend their process to fit the vendor’s data model. Second, running a generic CRM carries a permanent administration cost and a bill that grows with headcount even when the process never changes. Miniloop’s claim is that a tightly scoped build by an experienced team now makes a bespoke CRM financially viable.

The engagement runs in four stages. A scoping call maps the custom objects, fields, pipelines, automations, reports and integrations actually in use. The team then builds a database and interface shaped around that process, with none of the unused modules. Records, history and pipelines are migrated from Salesforce, HubSpot, Pipedrive, Attio, Affinity or GoHighLevel, and the team keeps working in the old system until cutover. Finally, the system is either hosted on Miniloop’s managed infrastructure or deployed on the customer’s own, which the company presents as its answer to compliance and data-residency requirements.

Commercially, everything sits in a single annual fee covering the initial build, hosting, updates and support. There are no per-seat charges, so adding users does not change the price, and every engagement receives a fixed quote before development starts. Miniloop claims a 5x to 10x reduction on the existing CRM bill and says the model only makes sense for teams already spending roughly 50,000 USD a year.

The homepage shows an interactive mockup of the delivered product, with sales pipeline, inbox triage and accounts views, above a band of named integrations including Gmail, Google Calendar, Xero, Zapier, DocuSign and Mailchimp. The site also hosts ten free browser-side calculators and a CRM comparison blog. One point matters for an AI directory: the commercial pages claim no artificial intelligence features. AI appears only in the legal documents, which describe a workflow automation product rather than the agency service being sold.

What it does

  • Design and build a custom CRM around a team’s real sales process
  • Map how the current CRM is actually used: objects, fields, pipelines, automations, reports and integrations
  • Migrate records, history and pipelines from Salesforce, HubSpot, Pipedrive, Attio, Affinity or GoHighLevel
  • Run the system on Miniloop’s managed infrastructure or deploy it on the customer’s own
  • Connect the CRM to the business tools the team already uses
  • Maintain, update and extend the system as processes change, within the annual engagement
  • Issue a fixed quote before any development starts, with no per-seat licensing
Audience

When to use Miniloop / When not to

A quick filter to help you decide if Miniloop is the right fit.

When to use Miniloop

  • Sales organizations whose annual CRM bill has reached roughly 50,000 USD or more
  • Companies paying per-seat licenses for modules their teams never open
  • Businesses with compliance or data-residency rules that require self-hosting
  • Teams whose process does not fit a standard contact, company, deal and ticket data model
  • Teams migrating off Salesforce, HubSpot, Pipedrive, Attio, Affinity or GoHighLevel

When not to use Miniloop

  • Teams on free or cheap CRM tiers, where the math behind a custom build does not work
  • Small companies spending a few hundred dollars a month on their CRM
  • Marketing teams that rely heavily on HubSpot-style automation suites
  • Anyone looking for a self-serve platform to sign up for and configure alone
  • Buyers who want a published price before speaking to anyone
Get started

How to use Miniloop

A typical end-to-end flow, from setup to results.

  1. Fill in the quote form on the contact page: name, company, work email, phone, current CRM and a free-text description of the setup in place
  2. Wait while the team reviews the declared setup and the existing platform ahead of the call
  3. Join the scoping call and walk through data objects, pipelines, custom fields and active integrations
  4. Receive a design plan and a fixed annual quote covering build, hosting and support
  5. Keep using the existing CRM while Miniloop builds the database and the interface
  6. Have records, pipelines and historical data migrated from the old system
  7. Choose where the system runs: Miniloop’s managed infrastructure or the company’s own
  8. Switch over to the new CRM once the build has been tested
  9. Request workflow changes as they come up, included in the annual engagement
  10. Expect the quote to be revisited only for major integrations or features outside the original scope
Quick read

Pros & Cons

Pros

  • Pricing is decoupled from headcount: no per-seat licenses, so growing the team does not raise the bill
  • A fixed quote is issued before any development starts, against a claimed 5x to 10x saving on the existing CRM bill
  • The software is shaped around the existing process instead of forcing the process into a vendor data model
  • Self-hosting is available for compliance and data-residency constraints
  • Migration is handled end to end, with records, pipelines and history preserved
  • Support goes straight to the developers who built the system, with no queue and no third-party consultant
  • Later changes and updates are covered by the annual fee rather than billed on top

Cons

  • No public pricing: the amount is only known after a scoping call
  • High entry threshold: the model is calibrated for teams already spending around 50,000 USD a year on their CRM
  • No free plan, no trial and no self-serve signup of any kind
  • The legal documents describe a workflow automation product rather than the CRM agency service actually sold
  • The terms assign intellectual property in the “Service” to Miniloop and say nothing about who owns the delivered CRM code
  • Thin assurance: no security certification (SOC 2, ISO 27001), no published DPA, no complete subprocessor list, no EU representative, and managed hosting in the United States only
  • A very young company and domain, with no named customer, testimonial or activity figure on the site, and a scoping, build, testing and migration cycle before anything goes live
Pricing

Pricing & Plans

There is no free plan and no free trial: Miniloop sells an agency engagement, not a subscription. No price is published anywhere on the site, in any form, whether a rate card, a range or a floor amount. The company states that it deliberately avoids flat rates because every project is scoped individually, and issues a fixed quote before any development begins. The commercial model is a single annual fee covering the initial build, data migration, managed hosting, updates and human support, with no per-seat charges; adding users does not change the price, which is revisited only for major integrations or features outside the original scope. The one figure the site does publish, around 50,000 USD a year, is the prospect’s current CRM bill above which Miniloop considers its model relevant, not a Miniloop price. Against that bill, the company claims savings of 5x to 10x. The ten calculators published on the site are free and require no account, but they are not part of the service being sold.

Prices and plans listed above may evolve. Always check the official pricing page before subscribing.
Trust & Privacy

Data, GDPR & hosting

A consolidated view of how Miniloop handles your data.

GDPR overview

Implementation is minimal. The GDPR is named exactly once on the whole site: the privacy policy says that data from users outside the United States may be transferred there, and that “appropriate safeguards in line with GDPR and other applicable data transfer laws” are applied. No general compliance claim appears anywhere. Rights are listed (access and portability, correction or deletion, restriction or objection, withdrawal of consent) but made conditional on where the user is located, with requests sent to privacy@miniloop.ai. Nothing else is documented: no Article 27 EU representative, no data protection officer, no DPA published or offered, no legal bases for processing, no named transfer mechanism. Cookie consent lasts one year and Global Privacy Control signals are honored, though the “Privacy Choices” link named in the cookie policy is absent from the footer actually served. Company and hosting are entirely US-based.

Who owns the data?

Under the terms of service, customers keep ownership of the content they submit (“User Content”) and grant Miniloop a non-exclusive, worldwide, royalty-free license to use, process and store it as needed to operate the service. The company may also collect anonymized, aggregated data for analytics, service improvement and its own internal purposes, and may pass customer content to third-party providers, including AI model vendors, API integrations and data processors. Intellectual property in the service itself, meaning software, content and trademarks, stays with Miniloop or its licensors, and feedback can be reused without restriction. Personal data is not sold or rented, though it may be shared in a merger or acquisition. Nothing states who owns the custom CRM code delivered.

Reuse rights

Because customers keep ownership of their own content, they can reuse, export and repurpose it without asking Miniloop for permission, and an integration can be disconnected at any time from Settings > Integrations, which revokes the company’s access to that account. The terms of service do, however, restrict what customers may do with the service itself: no reverse engineering, no reselling, renting or sublicensing, no unlawful or deceptive use, and an explicit ban on using data processed through Miniloop to train competing AI models. Customers stay responsible for complying with processing and consent laws, and if execution logging or output storage is enabled, those records are kept until the customer deletes them or a defined retention policy applies. On the way in, Miniloop presents full data migration as part of the engagement, in contrast to the data lock-in it attributes to generic CRM vendors.

Data retention & training

Retention summary
Retention is described in general terms rather than fixed periods. Workflow definitions and configurations are kept for as long as the account is active; execution logs and results are kept according to the customer’s own configuration; contact and billing details are kept for operational and compliance reasons. Email content is not stored beyond the execution of a workflow unless logging has been explicitly enabled. If execution logging or output storage is turned on, those records remain until the customer deletes them or a defined retention policy applies. Deletion can be requested from privacy@miniloop.ai, subject to legal retention obligations. After termination, the terms allow customer data to be deleted after 30 days, while anonymized usage data may be kept and used for analytics and service improvement. Apart from those 30 days and the one-year cookie consent, no duration is quantified.
GDPR contact

Hosting summary

Miniloop states that it hosts its infrastructure in the United States, and the privacy policy confirms that data belonging to users outside the country is transferred there and processed there. No alternative country or region is offered on the managed side. The main counterweight is a service option rather than a hosting region: the CRM can be deployed on the customer’s own infrastructure, which the company presents as its answer to compliance, security and data-residency requirements. Hosting and processing subprocessors are named only as examples, Supabase, Vercel and Fly.io, alongside Posthog for analytics, Stripe for payments and Google Ads, Meta, LinkedIn and X for advertising; a full list is said to be available on request but is not published. Announced security measures include encryption at rest and in transit, controlled access to keys and credentials, role-based permissions, audit logging and rate limiting, with an explicit caveat that no system is completely secure. No security certification such as SOC 2 or ISO 27001 is claimed anywhere.

Hosting countries
🇺🇸 United States
Watch-outs

Things to keep in mind

Risks and trade-offs to weigh before adopting Miniloop.

  • Deep dependence on one provider: the same team designs, hosts and maintains the system, and leaving means finding someone able to take over a bespoke codebase, without the marketplace, third-party ecosystem and community of a standard CRM
  • The terms assign intellectual property in the “Service” to Miniloop and never say who owns the CRM code delivered, which is worth settling in the contract before signing
  • Customer data may be deleted 30 days after the contract ends, so an export plan should exist before termination, not after
  • Committing to an annual fee with no public price, no way to benchmark total cost of ownership without a sales call, and a provider whose domain was only registered in January 2026
  • Managed hosting sits in the United States by default, meaning international transfers for a European customer, with no Article 27 representative, no DPA and no security certification
  • Liability is capped at the amount paid over the previous twelve months, the service is provided “as is”, and disputes go to mandatory arbitration in Delaware
  • The legal documents describe a different product from the service sold, leaving real uncertainty about which terms actually govern the engagement
Setup

Setup & Integrations

Technical difficulty

Effectively none on the managed path. Miniloop handles design, development, migration and hosting; the customer only fills in a form describing its current setup, joins a scoping call and approves the quote. No documents need to be prepared beforehand, and the team keeps working in its existing CRM while the build runs. The only scenario requiring in-house skills is deployment on the customer’s own infrastructure. The trade-off is time rather than difficulty: scoping, development, testing and migration all happen before go-live, and there is no self-serve signup or independent configuration at any point.

Deployment

Web app

Integrations

Gmail Google Calendar Google Sheets Microsoft Outlook Slack Zapier Mailchimp DocuSign Xero
Company

Behind Miniloop

Company name
Invezo Finance, Inc.
Founded
11/03/2026
Country of origin
🇺🇸 United States
UBO
INFORMATION_NOT_FOUND
UBO country
INFORMATION_NOT_FOUND
Domain registrar country
🇺🇸 United States
Legal contact
Official links

Resources

All the official URLs gathered for verification and reference.

Compare

Alternatives

Tools that compete with or complement Miniloop.

S SalesforceH HubSpotP PipedriveA AttioA AffinityG GoHighLevel
FAQ

Frequently asked questions

Is Miniloop a self-serve CRM I can sign up for?
No. Miniloop is a software agency: its developers design, build and support the CRM, from scoping through ongoing updates. There is no signup, no free tier and no self-serve platform.
How much does Miniloop cost?
No price is published. Each engagement is quoted individually as a fixed annual fee covering the build, hosting, updates and support, and the quote is issued before any development starts. The 50,000 USD a year mentioned on the pricing page is the CRM bill a prospect already pays, not a Miniloop rate.
How much can a team save by switching?
The company claims a typical reduction of 5x to 10x on the annual CRM cost. The exact figure comes with the fixed quote issued during scoping, so it is known before development begins.
Which systems can data be migrated from?
Salesforce, HubSpot, Pipedrive, Attio, Affinity and GoHighLevel. Records, historical data and pipelines are imported into the new system.
Can the CRM run on our own servers?
Yes. Alongside its managed hosting, Miniloop offers deployment on the customer’s own infrastructure, which it presents as the answer to compliance, security or data-residency requirements.
Does the price go up when we add users?
No. There are no per-seat fees, so adding users does not change the annual amount. The agreement locks the price for the year and is only revisited for major integrations or features outside the original scope.
Who is Miniloop not for?
Teams on free or cheap CRM tiers, and teams that depend heavily on HubSpot-style marketing automation suites. The pricing page states that the math does not work for a company paying a few hundred dollars a month.
Can we keep using our current CRM during the build?
Yes. The build, testing and migration happen in the background while the team carries on in the existing system, and the switch only happens at cutover.
What happens to our data if we leave?
The terms state that after termination the company may delete customer data after 30 days, and may retain anonymized usage data. Deletion requests can be sent to privacy@miniloop.ai, subject to legal retention obligations.
Does Miniloop advertise any AI features?
No. The commercial pages describe a software agency and a custom-built CRM, with no artificial intelligence capability claimed. AI is mentioned only in the legal documents, which describe a workflow automation product rather than the service sold.
Conclusion

Should you pick Miniloop?

Miniloop makes an unusually clear offer: replace a CRM subscription with a development engagement, priced as a single fixed annual fee that does not move when the team grows. For an organization already spending around 50,000 USD a year on Salesforce or HubSpot, paying per-seat licenses for features nobody opens and bending its process to fit someone else’s data model, the arithmetic is worth checking. The engagement is straightforward: scoping call, build, migration, then hosting and support from the same team, with self-hosting where compliance requires it. The reservations are just as clear. Nothing is published about price beyond the threshold above which the company thinks its model applies, so no comparison is possible without a sales call. No customer is named, no testimonial or activity figure appears anywhere, and both company and domain are very young: the domain was registered in January 2026 and first archived in March 2026, with legal documents dated January and April 2026. The compliance paperwork is minimal, with no DPA, no complete subprocessor list, no security certification and no EU representative. Two points deserve particular attention in an AI directory. First, the site claims no artificial intelligence capability, and its own blog argues against competitors’ AI claims. Second, its legal documents describe a different product from the one being sold: workflows, dashboards, AI-generated outputs and AI model providers appear in the privacy policy and terms, none of which match the CRM agency service on the commercial pages. The name Miniloop is publicly associated with an AI workflow engine elsewhere, and a change of positioning is the most likely explanation, though no first-party source confirms it. Anyone signing an annual engagement should ask which contract governs the work, and who owns the delivered code.