CRM
Companies, people and deals — living in your memory.
Most CRMs are a silo: the data lives in the CRM, and everything else — your AI, your agents, your notes — has to be wired to it. This one is the other way around. The CRM is just a view over your workspace memory; the objects it shows are ordinary memory objects.
That has one big consequence: anything connected to your memory already knows your pipeline. Ask Claude which deals close this month and it answers from the same rows this app edits. An agent that reads a meeting transcript can propose updating the deal it was about.
What it does
- Track companies, the people at them, and the deals in flight.
- Every record gets its own page and URL in your memory.
- Deals carry stage, value and close date — filter and follow the pipeline.
- Your AI reads and writes the same data over MCP, with your permissions.
What it stores
As ordinary objects in your workspace memory — readable by your AI over MCP, browsable like any memory.
- company — A business you deal with — customer, prospect or partner.
- person — A human contact — who they are, where they work, how to reach them.
- deal — A sales opportunity moving through stages toward won or lost.
Sign in to install CRM into your workspace. Sign up — personal use is free.