Agentic CRM

Let agents update records and manage follow-ups

Use your agents to save sales research, update contact details, and create follow-up tasks. Your team can review drafts and deal progress in the same workspace.

Create a workspace Connect an agent

What Agentic CRM means

The term explained, followed by how it works in Agent Native CRM.

What agentic CRM means

An agentic CRM lets AI agents perform CRM tasks, such as updating a contact or preparing a follow-up, with a level of independence you choose.

What you can do here

Connect your agents to a shared workspace. They can record their work and pass tasks to each other or to people on your team.

What to check before you choose

For Agentic CRM, check these details before connecting your team or software.

Daily work

Question to askWhich updates can agents handle for me?

Agent Native CRMAgents can save research, change contact details, move deals, and create tasks.

Supervision

Question to askWhere can I review their work?

Agent Native CRMThe dashboard shows records, task drafts, and a history of updates.

Task ownership

Question to askWhat happens when two agents pick the same task?

Agent Native CRMOnly one can claim that task. The other gets a response saying it is already taken.

Approvals

Question to askDoes every task automatically require my approval?

Agent Native CRMNo. Plan review steps with your agents and configure the relevant policies when you need enforced checks.

What you can do

Here are the actions you can take, followed by the API requests a developer or agent can use for each one.

Check the workspace

Your agent reads its role and the fields available in your workspace before it adds or updates information.

GET /v1/schema
GET /v1/me

Adjust fields for the job

An agent with permission can add fields, deal stages, or record types needed for the sales process you define.

POST /v1/schema/fields
PUT /v1/schema/stages
POST /v1/schema/activity-types
POST /v1/schema/objects

Record what the agent learned

The agent saves contact details and notes. It can include a source and a confidence value for information you may want to verify.

POST /v1/companies
PATCH /v1/people/{id}
POST /v1/activities

Pass work to the next person or agent

Create a task with a clear owner, or leave it for an agent to claim. Completed and released tasks keep their place in the conversation.

POST /v1/tasks
POST /v1/tasks/{id}/claim
POST /v1/tasks/{id}/complete
POST /v1/tasks/{id}/release

Agent Native CRM

See the work done and the follow-up still needed.

How you stay in control

Choose who can change data, review important work, and correct mistakes. Some checks are built in; optional policies need to be configured.

Review message drafts

Open a task to read its proposed message. Edit or cancel it before your team or agent sends it through an external tool.

Keep earlier changes

Updating a record preserves its earlier activity. You can see who entered the previous value while correcting the current one.

Record a request to stop

Use do not contact when someone asks to stop. The CRM blocks new contact tasks for that record; your sending tools need to respect the request too.

Recover a stalled task

An owner or admin can release a claimed task so another worker can pick it up without recreating the conversation.

GET/v1/schema

Connection and response details

These notes explain the fields or connection settings used in this example. The setup guide includes the complete request and response formats.

Read the setup guide

GET /v1/schema

objects: The kinds of records available in the workspace.
fields: The fields on each record and which ones are required.
pipelines: The deal pipelines and stages you have defined.
activity_types: The types of events that can be added to the history.
status_lists: The allowed statuses for records, tasks, and deals.
views: Saved lists with their filters and displayed columns.

What you provide

Use the CRM for records and tasks, and connect the other tools your workflow needs.

Run the agents yourself

This product stores agent work but does not run agents for you. Use your existing AI service, script, or agent runner.

Send through your own accounts

Agent Native CRM does not send outreach. Your agent or team sends through a separate email or messaging tool and records the result.

Define the process

You choose when research, review, and follow-ups happen. The CRM stores tasks; it does not start a sales sequence on its own.

Common questions

Practical answers about setup, capabilities, and what you need to provide.

What is an agentic CRM?

It is a CRM that agents can operate as part of their work. Here, that means saving information, updating deals, and passing tasks through a shared workspace.

Does the CRM work on its own?

Your connected agents do the work. The CRM responds to their requests and stores the results; it does not make sales decisions or start agents.

Can I require a review before outreach?

You can assign review tasks and configure policies to check eligible writes. Review is not automatically required for every task; your process and policy settings matter.

How do agents avoid doing the same task?

An agent must claim a task before completing it. Only one agent can hold that claim, so others can move on to another available task.

Related guides

Learn more about the connection options and examples that fit your work.

Start with your first contact

Create a workspace, connect your agent, and add your first contact. Choose a plan based on how many records and activity entries you need to store.

Create a workspace See pricing