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ViewSX module Available

CRM

Maintain one live client context across people, communication, work, and history.

Add to your OS See the product state

CRM maintains a connected client context across the work your team is authorized to manage and review.

Trigger observed Give a client owner one relationship record that connects contacts, meetings, messages, projects, open commitments, and delivery history.

Source context remains attached. Action follows the configured Advisor or Operator boundary.

One concrete operating loop

From signal to owned outcome.

  1. TriggerGive a client owner one relationship record that connects contacts, meetings, messages, projects, open commitments, and delivery history.
  2. AI roleAI can propose relationship updates from permitted evidence and explain the evidence behind each suggested change.
  3. OutcomeMaintain one live client context across people, communication, work, and history.

Synthetic product proof

See the operating state, not a feature list.

The view below uses deterministic synthetic product data. It illustrates the specific workflow without customer, employee, or partner information.

Synthetic CRM product view showing Give a client owner one relationship record that connects contacts, meetings, messages, projects, open commitments, and delivery history.
CRM stateGive a client owner one relationship record that connects contacts, meetings, messages, projects, open commitments, and delivery history.

Shared operating context

CRM does not work alone.

Availability and pricing

Add the capability to one Business OS.

CRM + Client Portal$15 / user / month
Available Add CRM to your OS