Everything around the core to scale your CRM

Enterprise-grade security, customization, automation, and governance built right into the core.

• SOC 2 Type II security & role controls
• Unlimited custom objects and layouts
• Workflow automation engine

Native connectors, APIs, and automation partners keep CRM.me at the center of your stack.

• Productivity suites & inbox add-ins
• Zapier, webhooks, and REST API
• Migration tools & enrichment

Dashboards, KPIs, and business intelligence that turn signals into action in seconds.

• Executive-ready dashboards
• Self-serve report builder
• Warehouse & BI integrations

SSO, SCIM, audit trails, IP restrictions, and encryption keep every customer record protected automatically.

• Role & field-level permissions
• Audit logs & compliance tooling
• Multi-factor enforcement

Design new layouts, validation rules, and automation modules in minutes—no engineering backlog required.

• Visual designers for every object
• Reusable components & templates
• Versioning with sandbox support

Welcome every region with localized UI, currency intelligence, timezone awareness, and RTL support.

• 30+ languages & locale packs
• 100+ currencies with live rates
• Regional data residency options

SDKs, TypeScript definitions, and CLI tooling make it simple to keep CRM.me connected to your stack.

• OAuth 2.0 & scoped access
• Warehouse sync & webhook events
• Developer tooling & CLIs