AI-native CRM + IRM
Stop feeding
your CRM.
It researches, files and drafts on its own. You check its work.
- Trial
- 30 days
- Credits
- 250
- Card
- No
- Export
- One click
Illustrative run · real engines
71%
of sales reps say they spend too much time on data entry
22–30%
of CRM data goes stale every year, on its own
10–30%
of records in a typical CRM are duplicates
40%
of CRM migrations hit serious data problems
Published industry figures. Not ours — we won’t invent any.
Everything a CRM makes you type, it goes and finds.
Reads your inbox
Google, Slack, Notion, WhatsApp — pulled, matched, filed.
Researches first
A name becomes a cited report. Re-run it for a diff.
Columns fill themselves
Write a prompt, get a column. Empty when it can’t be sure.
Cleans up after itself
Duplicates scored, spellings clustered, skipped rows explained.
Meetings take their own notes
Transcript in. Summary, tasks and field updates out.
Knows who’s closest
Relationship strength from your activity — and who to ask.
Build the machine once. It runs without you.
Twenty-four blocks on a canvas. Hand the flow to an agent, give it a schedule, close the tab.
Drafts land in Outreach for you to review. The canvas has no send block — there isn’t one to add.
Or start with one already built.
Scores each candidate for fit and dedupes against everything you already hold. It remembers what it surfaced, so nothing is proposed twice.
The whole block toolkit, unattended. The run report shows what passed each stage, with sources — and every record, task and draft it produced.
Grounded in your last interactions and the saved plan for that account. Do-not-contact and unsubscribed are skipped and reported.
The ⌘K tool loop pointed at a standing instruction of your own. It reads through whitelisted tools; anything it wants to write comes back as a proposal.
Deterministic, not generated — open deals, wins, quiet contacts, overdue follow-ups. Delivered in-app, by email, or to your own Slack channel.
The follow-up scan is rules-based and costs nothing. Recap briefs you across every channel a record touches — and says what it read, so a thin brief is visibly a thin record.
The bit everyone else skips
An AI in your CRM is only useful if you can check it.
- 01Every value shows where it came from.
- 02Every AI apply is one ⌘Z from gone.
- 03Every claim links to its source.
- 04Nothing is dropped silently.
- 05Outreach is drafted, not sent. You click — 45 seconds to take it back.
On that last one: it goes out under your name, from your domain, to someone whose opinion of you matters. A bad one cannot be unsent, and your sender reputation pays for it either way. Holding the send is the point, not a missing feature.
Where this came from
AI · deep research v3 · 0.86 confidence · from two portfolio announcements and the fund's own page
applied 4 minutes ago by you, from a review
Raising and selling are the same muscle.
One toggle changes the pipeline, the vocabulary and the voice. The records stay put.
IRM
Run the raise.
Missions, firm↔partner hierarchy, trait segmentation, suitability screening, approach plans, updates pulling live metrics.
CRM
Run the pipeline.
Deals on a board, playbooks, ICP qualification that flags and never deletes, account plans that steer every draft.
Then it closes the loop outward.
Every one of these reports who looked, at what, for how long.
Investor updates
Your brand, live metrics, per-recipient engagement.
Data rooms
Scoped links, watermarks, kill switches. Who read what.
Decks
Hosted slides with a drop-off curve, per viewer.
Requests
Structured asks outside the workspace. No account needed.
Sequences
Cadences that stop the moment someone replies.
Booking links
Your real availability, minus your real calendar.
Where we differ from the tools you know.
Every one of these is good at what it was built for. They were also all built on the same assumption — that a person keeps the database current.
What they do well
Nothing integrates with more, and once configured they will report on anything.
What it costs you
Configuration and upkeep are the job. Setup fees, tier jumps, and AI priced as credit packs on top of the seat.
Where we differ
Useful in minutes, and the AI is the product rather than something sold beside it.
What they do well
The best-built modern CRM — quick, flexible, fairly priced.
What it costs you
You design the schema, then keep it fed. There is no fundraising shape in it.
Where we differ
Opinionated out of the box: it knows a firm from the people inside it, and a raise from a quarter.
What they do well
The strongest enrichment engine in the category, by some distance.
What it costs you
It is a table you build and maintain, and the credit maths becomes a weekly chore — active teams report $500–2,000 a month.
Where we differ
Enrichment sits on the record as a button, with its sources attached.
What they do well
They created warm-path intelligence and it is still excellent.
What it costs you
Priced and shaped for funds — around $2,000 per seat per year, quote-only.
Where we differ
Relationship strength computed from your own activity, at a price a seed-stage team can sign.
What they do well
Genuinely founder-shaped. Visible's investor updates set the standard.
What it costs you
Built for the raise alone, so your customers and your investors end up in different tools.
Where we differ
One system for both. The toggle changes the pipeline and the voice, not the data.
The rest of it, without the adjectives.
All shipped. Nothing here is roadmap.
Records
- ·Contacts
- ·Companies
- ·Deals & kanban
- ·Tasks
- ·Investors
- ·Firm ↔ person hierarchy
- ·Traits
- ·Missions
- ·Playbooks
- ·Custom fields
- ·Magic fields
- ·Saved views
- ·Attachments
- ·Notes & timeline
Automation
- ·Workflow canvas
- ·24 flow blocks
- ·Scheduled agents
- ·Follow-up assistant
- ·Recap assistant
- ·Background job queue
- ·Standing instructions
- ·Agent memory
- ·Run reports
- ·Webhooks
- ·Public REST API
- ·MCP server
AI on a record
- ·Deep research
- ·Instant overview
- ·Ask this record
- ·Find people at a firm
- ·Find contacts
- ·Qualification check
- ·Suitability check
- ·Account plan
- ·Approach plan
- ·Info dump
- ·Tidy cleanup
- ·AI category fill
- ·Document scan
- ·Personal touches
Trust & control
- ·Field provenance
- ·Trust chips
- ·Field history
- ·Mark verified
- ·Cross-check vs Apollo
- ·Site-wide ⌘Z undo
- ·Reviewed sends
- ·45-second undo
- ·Suppression list
- ·Do-not-contact
- ·Role permissions
- ·Module-scoped roles
- ·Full CSV export
Inbound
- ·Google (Gmail, Calendar, Sheets)
- ·IMAP app password
- ·Slack
- ·Notion
- ·WhatsApp export
- ·Apollo enrichment
- ·Shared team inbox
- ·Thread triage
- ·Reply matching
- ·Bounce handling
- ·Import from PDF
- ·Import from a screenshot
- ·Import from a word dump
Outward
- ·Investor updates
- ·Brand kit
- ·Data rooms
- ·Decks & slide analytics
- ·Requests
- ·Sequences
- ·Campaigns
- ·Booking links
- ·Metrics & formulas
- ·Variance vs plan
- ·AI dashboards
- ·Shared read-only links
- ·Engagement analytics
- ·Pre-brief meetings