Every morning
The briefing
Before you even open the laptop you know what today looks like: who replied, what is due, which deal went cold. Ordered by what moves the numbers, not by date.
Lands on your phone and by email
The agentic platform
The agents do the work.
You approve the writes.
CrmAI is not a CRM with a chat bolted on top. Underneath there is one engine: agents read the real context — calls, email, calendar, company records — arrive with the form already filled in, and every change stays written in a log you can re-read and undo.
- Every write keeps a before and an after
- The CRM is also an MCP server, on the free plan
- Italian sources, Italian language, data in Europe
What agentic means here
A chatbot answers you.
An agent leaves the CRM different from how it found it.
An assistant bolted on top
- It summarises the call, and the summary stays in the chat
- It knows what you paste in, not what happened yesterday
- If it writes, it writes without leaving a trace
- It lives in one window: outside it, the CRM knows nothing
An agent inside the product
It reads the real context
Transcripts, the emails you exchanged, meetings in the calendar, company records. It pulls what it needs from the connected sources: you do not have to paste anything.
It proposes the write
It does not tell you what you should update. It arrives with the fields filled in — amount, stage, next move, due date — and you confirm or correct.
It leaves a trace
Every change becomes a log entry with the state before and the state after. You can read it months later, and a single write can be undone.
The difference shows up the day something goes wrong: there is no way back from a summary in a chat, there is from a line in a log.
Four agents, and not one of them starts with an empty form.
The agents
Four things you stop doing by hand.
None of the four begins with a blank record.
On every deal
The next move
After a call, an email or a week of silence the agent re-reads the deal and proposes the next move, with the sentence to send. Do it and you tick it off; if it makes no sense you dismiss it, and the reason you give stays on the record.
Tick it off, or dismiss it with a reason
In your inbox
The draft reply
Ask for a reply and the agent writes it with the whole file in front of it: what was said on the call, what is on the deal, what you already sent. It stays a draft — it goes out when you send it.
You ask for it: it never sends itself
On every company
Company enrichment
From the VAT number: legal name, ATECO industry code, registered office and last filed revenue, taken from the Italian business register and written onto the record. The same source your invoices rely on.
The business register, not a US database
Nordest Logistica
Marco Rinaldi
IT Director
m.rinaldi@nordestlog.it
+39 348 55 21 907
New contact
Marco Rinaldi
IT Director · Nordest Logistica
- m.rinaldi@nordestlog.it
- Phone
- +39 348 55 21 907
from location and calendar
Where you met · SMAU Milan — stand B14
When · Thursday 18, 15:40
Reminder15:40
Write by tomorrow: you promised him the comparison with their current system.
Contact created · follow-up scheduled
You will see the first one tomorrow morning, on your own data.
The control
The agents propose.
The yes stays yours.
On the web and in the app no write goes through without a confirmation: you get a pre-filled form and you decide. From Claude the operations run immediately, because that is the point of working hands-free — and there the log is not a compliance detail, it is the safety net.
Proposal
The agent arrives with the fields filled in
Amount, stage, due date, next move: taken from the call, not asked of you.
Confirmation
Fix whatever does not add up
The form is editable before you save. What you confirm is what ends up in the CRM.
Log
How it was and how it became
Who wrote it, when, from which surface, with what values. One change can be undone without touching the others.
Change
Deal updated from the call on 12 September
BeforeAfter
Amount
€18,000€24,000Stage
QualificationProposalNext move
—Send the proposal with the updated numbers
Author · chat:web · 12 Sep, 15:42
Undo this change
Undoing deletes nothing: it writes a new entry that puts the values back. Even going back leaves a trace.
The log is on every plan, the free one included.
Open standard
The CRM is a server too.
You drive it from Claude, not only from us.
CrmAI exposes the CRM as an MCP server: from Claude Code or Claude Desktop you ask in plain language and the operation runs immediately — create a company, log a call, move a deal, re-read the log. More than a hundred tools, the same ones the app uses: not a cut-down API for developers.
- Included in the free plan, with no expiry
- One token per person: who wrote stays written
- Roles and permissions apply here too
- create the deal "Vega Renewal" worth €24,000
- Deal created · Vega Sistemi · €24,000
- who has not replied in two weeks?
- 3 stalled deals · oldest: Nordest Logistica
- log today’s call and set a follow-up for Monday
- Interaction saved · Task: Monday 25th
The whole CRM, driven by Claude, with no subscription.
Built for Italy
The sources are Italian.
So is the language.
The Italian business register, not a startup database
From the VAT number: legal name, ATECO industry code, registered office, last filed revenue. The data you actually need to size up an Italian company.
Written in Italian first
Transcripts, summaries, email drafts and the morning briefing are written in Italian, not translated from an English product. If you work in English, everything is there in English too.
The channels people use here
Your inbox stays yours: Gmail, Microsoft 365 or an IMAP mailbox at Aruba or Zoho. LinkedIn comes in from the browser, and WhatsApp Business chats land in the same inbox as the email.
The data stays in Europe
Database and files sit on European infrastructure, in Ireland. Enterprise adds a dedicated instance, the DPA and the retention rules you need.
From the VAT number
- Legal name
- Vega Sistemi S.r.l.
- ATECO
- 62.01 · Software publishing
- Registered office
- Verona (VR)
- Last filed revenue
- €4.2m
Business register
The quickest way to judge it is to see it on your own data.
The foundations
Under the agents there is a real CRM.
Otherwise it would stay a demo.
- Roles and permissions
- Who sees what is decided person by person. A salesperson can be scoped to one line of business: anything outside it never shows up, not even in search.
- Custom fields
- The fields your trade needs, on companies, contacts and deals. They hold everywhere: web, app and Claude see the same ones.
- Company memory
- How you sell, to whom, at what price, what you learned from closed deals. Plain text files you can read, and when they change the old version moves to an archive instead of being overwritten.
- Import without hand-mapping
- A CSV, an Excel sheet or a HubSpot export. The AI recognises the columns and you correct the ones it got wrong.
- Sequences and automations
- Email sequences from your own domain, and rules that fire when a deal changes stage. They stop by themselves when the customer replies.
- It works without a connection
- The iPhone app and the web keep a local copy. What you write offline goes out on its own when the line comes back, and it does not duplicate if it goes out twice.
- Three surfaces, one logic
- Web, phone and MCP call the same service. What holds in one place holds in the others: same rules, same log.
The foundations are there from the free plan up.