Your GTM team runs a stack of tools. It needs one.
Find the right accounts, run governed outbound, sell with meeting and pipeline context, and manage every workflow from one AI-native CRM.
- Workspace
- Sales, marketing, service
- AI
- Reviewed before it acts
- Integrations
- 30+ connectors
CRM data becomes source-backed Revenue Memory, then governed AI action.
The visual model is simple: keep production CRM records as the source of truth, synthesize them into an inspectable memory layer, then expose only approved context to reps, managers, CoPilot, and API-key agents.
Inputs
Revenue sources
Meetings
calls, notes, transcripts
CRM records
accounts, contacts, deals
Activity
tasks, email, notes
Signals
TAM alerts and intent
Memory layer
Revenue Memory
A tenant-scoped operating layer that cites the records behind every queue, score, stale-deal prompt, and agent-readable response.
Source timeline
Stale-deal queue
Pipeline movement
Agent read API
Outputs
Governed AI action
CoPilot drafts source-backed follow-ups
Managers inspect stage movement before forecast calls
External agents read tenant-scoped context through API keys
Key workflows
The work your team does every day
Integrations and AI
Connect your stack. Keep AI accountable.
One data model sits under every connector and every AI suggestion, so what the AI sees is what your team sees.
30+ connectors
CRM, email, calendar, telephony, finance, support, and ad platforms. Each connector needs its provider credentials before it syncs.
AI with review
Insights, drafts, and next actions are grounded in CRM records and routed for human review before they change anything.
Use cases
How each team uses CRM.me
- Revenue leadership
Run forecast calls from one record set
Pipeline, activity, and meeting context live on the same records, so reviews focus on decisions instead of reconciling tools.
- Revenue operations
Keep sequences, signals, and routing on one data layer
Configure workflows, lead routing, and sequences against shared fields and audit what changed.
- Customer operations
Hand accounts between sales and service with full context
Service teams see the deal history, conversations, and open tasks behind every account they inherit.
Built to be governed
Tenant-scoped data
Every record, query, and API key is scoped to a single workspace.
Roles and audit trails
Role-based access, two-factor authentication, and audit logs for critical actions.
Honest availability
Extensions and mobile apps are in verification. Marketplace and app-store listings are not live yet.
Run your entire revenue motion from one platform
Bring your data, connect your stack, and run operator-guided workflows, revenue workspaces, coaching, and customer timelines across sales, marketing, service, and operations.