The CRM that
talks back.

Stop clicking through forms. Start talking to your CRM.
Search, update, analyze — all in natural language.

AI-first Enterprise security included Works while you sleep

Why CRM.chat?

AI is the interface, not a bolt-on.

Natural language is your primary way to interact. Search contacts, update deals, analyze pipeline — just ask.

Enterprise security at every tier.

Field-level security, custom roles, record sharing, and full audit trails. Included — not upsold.

AI agents that ask before they act.

Schedule agents to prep meetings, audit data quality, and draft follow-ups. Writes queue for your approval.

Computed fields. Never stale.

LOOKUP, ROLLUP, conditionals, date math — all translated to live SQL. No nightly batch jobs.

Built for how you actually work

Talk to Your Data

16 built-in tools let you search, create, update, aggregate, draft emails, and run bulk operations — all from a chat prompt.

Agents That Work for You

Custom AI agents run on schedule — pipeline analysis, meeting prep, follow-up drafting. Human approval required for all writes.

Your AI Executive Assistant

Morning briefings, email triage, task reminders, and calendar prep. Aria knows your CRM and your schedule.

Enterprise Security, Standard

RBAC, field-level security, org-wide defaults, sharing rules. AI respects every boundary. Every action audited.

Live Computed Fields

Arithmetic, LOOKUP across objects, ROLLUP aggregations, date math. Inline SQL — never stale, never waiting on a batch job.

Gmail, Connected

Two-way sync, smart contact matching, AI drafting with style analysis. Your email timeline lives inside your CRM.

AI-Powered Insights

Ask a question, get a chart. 10+ visualization types, drag-to-reorder tiles, formula fields in aggregations.

Make It Yours

Custom fields, picklists, validation rules, automation triggers. Eight data types across every entity.