01
Contact lists & spreadsheets
Feels familiarRows, filters, imports, and a quick way to find someone.
→The FREE CRM shiftPeople connect to conversations, promises, work, money, and source notes—not another isolated row.
One platform · many ways to work
Your CRM should grow.
Not split apart.
Personal, business, and enterprise are reversible workspace profiles. Agentic CRM is a guarded capability layer across them. CRM for Agents is the actor-and-API path ahead. Every version stays in one open-source codebase.
Help me choose →ONE REPOSITORY
THREE WORKSPACE PROFILES
ONE AGENTIC LAYER
Recognize your CRM world
Bring what you know.
Change the default.
No vendor scorecard. Just the familiar pattern—and the FREE CRM shift.02
Record-first CRM
Feels familiarContacts, pipeline, activities, service, and reports.
→The FREE CRM shiftThe relationship and the work around it share one graph, one timeline, and one portable workspace.
03
Cloud-first CRM
Feels familiarBrowser access, mobile layouts, connected workflows, and managed infrastructure.
→The FREE CRM shiftRun locally or bring your own cloud, identity, database, files, and credentials. Export remains part of the product.
04
Enterprise CRM suites
Feels familiarProfiles, audit history, policy boundaries, and larger operating models.
→The FREE CRM shiftThose foundations stay in the same inspectable codebase. The current release is candidly single-owner while enterprise controls remain on the roadmap.
05
AI-first CRM tools
Feels familiarSuggestions, summaries, automation, and assisted next steps.
→The FREE CRM shiftEvidence comes first. Actions face approval, scope, budget, receipts, replay protection, and an emergency stop.
Choose the work, not a fork
Five perspectives.
One source of truth.
01
Personal workspace profile
Personal + solo
Available nowOne person, one clear relationship rhythm.
Keep contacts, leads, opportunities, work, billing, service context, files, and decisions in a private workspace you own.
- Daily relationship focus
- Lead-to-cash records
- Local, Docker, or user-owned cloud
02
Business workspace profile
SMB + business
Foundation availableA shared operating shape, ready for the team layer.
Use the complete CRM module set, service workflows, reports, audit history, and a larger capability envelope without creating a separate product fork.
- Sales, delivery, billing, and service
- Workflow and connector foundations
- Reversible workspace profile
03
Enterprise workspace profile
Enterprise
Architecture previewGovernance belongs in the platform, not a fork.
The shared architecture reserves explicit control, data, integration, and agent planes so enterprise controls can grow without splitting the codebase.
- Workspace-scoped storage boundaries
- Append-only security audit trail
- Policy capability registry
04
Capability layer across every profile
Agentic CRM
Guarded previewLet agents prepare work without surrendering control.
Model agent proposals, approvals, policy checks, budgets, emergency stops, and receipts alongside the relationships they affect.
- Human approval gates
- Scoped policy and budget checks
- Append-only execution receipts
05
Agent actor + API research path
CRM for Agents
Research pathRelationships that agents can serve—and never silently own.
Treat humans, organizations, services, and agents as first-class actors with provenance, scoped authority, and durable receipts.
- Actor-first kernel foundation
- Tenant-scoped API boundaries
- Human-agent relationship model
See before you install