CRM Webapp Available in beta
Keep the next customer conversation in view.
Give your agent a shared record of people, companies, and conversations. Open the pipeline yourself whenever you need the full picture.
A few ways to use it
Small tasks. A more organised day.
Choose an example to see how the work comes together.
Log a customer call
Try asking your AI
“Find Maya Reed and add a note: interested in our monthly plan. Follow up on Friday.”
Example request with fictional records. Connect your own AI tool to use this Webapp.
- 1Find the existing contact.
- 2Save the call notes on their record.
- 3Keep the next step available to your team.
Review your pipeline
Try asking your AI
“Show me the leads marked as qualified.”
Example request with fictional records. Connect your own AI tool to use this Webapp.
- 1Filter leads by status.
- 2Review the matching records.
- 3Open a lead to see its company and notes.
Keep company context together
Try asking your AI
“Find the contacts at Willow Studio and show me their latest notes.”
Example request with fictional records. Connect your own AI tool to use this Webapp.
- 1Search the company or contact name.
- 2Review linked customer records.
- 3Use the saved context for the next conversation.
Make it yours
Your Webapp. Your data. Your call.
Install CRM in your Workspace, then connect a supported AI tool. No external provider is required. You can review records directly in the Webapp Dashboard.
Connection guide- Your AI can find and save Leads and Companies, add Notes, update Lead status, and read a Lead’s timeline.
- Try creating a fictional test Lead, adding a Note, then opening CRM to check the saved result. The docs include a step-by-step example.
- CRM stores your customer records. Outreach and Prospector are separate Webapps; install them if you need sending or provider-backed research.
Beta pricing
From $5 / month
Your Workspace includes Knowledge and a $1 credit toward one selected Webapp.
Additional Webapps, your AI subscription, and external provider charges are separate.
See full pricing and beta termsRounded AED display price. Checkout is billed in USD.