Custom AI-native CRM & MCP
Stop bending your teams around rigid, seat-priced SaaS templates. We build a lean relational CRM tailored to your operations, connected to WhatsApp, documents, calendars and accounting through role-scoped MCP servers with human approval before external actions.
Scope your custom CRMIllustrative · synthetic workspace example
Live omnichannel signals
Request to add a third service location starting next month
Linked to account & active quote
Signed scope addendum covering two active branches and phased delivery
Scope items mapped to record
Infrastructure check scheduled at northern branch with technician readiness log
Site readiness status updated
Delivery note verified against active service agreement milestone
Ready for billing handoff
Captured from your existing channels · zero manual form-typing.
Role-scoped MCP tool bus
get_account_timelinereaddraft_quote_revisiondraftstage_billing_taskgatedRegional branch account · Service & operations
Cited timeline facts
Third-site expansion request cross-checked against active framework terms.
WhatsApp thread · Quote PDF sec. 4Northern branch wiring inspection logged ready for deployment.
Field calendar · technician notedraft_quote_revisionRevised three-site quote draft and accounting handoff staged for account lead review prior to dispatch.
Instead of paying for hundreds of unused fields and seat licenses that ration access, combine a clean relational schema with scoped MCP servers that keep your team in command.
Live signal from daily channels
postgres · custom schemamcp · role-scoped toolscitations · human gateModel the entities your business actually runs on: multi-branch accounts, quote revisions, site visits, service dispatches and billing milestones. Because you own the core, field staff, operations and leadership all get access without rationing seats.
Typed Postgres schema · unrestricted team accessExternal channels and ledgers connect through typed MCP tools with strict input contracts and role permissions. Agents gather thread context, inspect PDF agreements and check ERP status without raw database exposure or manual copy-pasting.
Typed tool contracts · governed omnichannel intakeThe assistant handles the heavy preparation: summarizing account history with direct citations to messages and contract clauses, drafting quote revisions and staging billing tasks. Nothing is sent to a customer or committed to accounting until a person approves.
Source-linked facts · explicit sign-off on external writesGive every operational group focused screens, queries and scoped AI tools over the same clean relational source of truth.
The customer asked on WhatsApp to add a third branch to the active proposal. Draft a revised quote aligned with our signed framework terms.
get_account_timelinedraft_quote_revisionlist_open_followupsUnify messaging threads, meeting notes and proposal versions in one timeline. The assistant surfaces open follow-ups, drafts quote revisions from approved terms and flags exceptions for sales review.
Which branches under this account finished infrastructure checks and are ready for installation scheduling this week?
get_branch_readinesslink_service_ticketstage_dispatch_planInstead of forcing multi-site operations into flat single-lead fields, model real relationships across parent companies, branches, installed assets and service SLAs with automatic status updates from the field.
Quick note from the northern branch visit: rack wiring is complete, one extra adapter needed before final cutover.
parse_visit_noteattach_site_evidencestage_followup_taskTechnicians and account reps send a short voice note or message from the site. Scoped tools extract structured fields, attach site photos or PDFs to the branch record and stage the next operational task.
What did we commit to ahead of renewal, and are all completed milestones staged for accounting?
get_account_timelineverify_delivery_milestonestage_billing_taskClose the gap between account management and finance. Completed operational milestones link directly to contract clauses and stage cited billing tasks for review.
Owning both the relational schema and the MCP tool boundary keeps ongoing operating costs low while enforcing clear rules on what AI can read or stage.
Operating costs track lightweight hosting and bounded model usage rather than per-user SaaS licenses that multiply each time operations, field staff or finance join.
Agents never query sensitive tables freely. Every action runs through an MCP server that checks user role, filters permitted fields and validates typed inputs.
Every tool call, generated draft and human sign-off is recorded with timestamps, actor identity and links to the underlying messages or documents.
Built on clean, standard Postgres and modular MCP servers that your organization owns, ready to extend without tier lock-in or export friction.
You do not need to freeze operations for a massive migration. Stand up a focused workspace where friction is highest and expand from proven value.
Map how deals, branches and handoffs actually move across WhatsApp, spreadsheets and accounting, then design a lean relational schema and permission matrix.
Clean entity schema & agreed role boundariesStand up a fast bilingual CRM workspace synchronized with current channels so teams gain visibility right away without disrupting active deals.
Unified account view across teams from week oneWire read-only MCP tools to messages, documents and ERP records, validating citation accuracy and access rules against real operational questions.
Grounded context with zero duplicate data entryTurn on staged quote revisions, follow-up tasks and billing handoffs behind human approval gates, gradually retiring redundant SaaS seats and glue spreadsheets.
Audited end-to-end flow & lower recurring software spendLet's look at your sales and operational handoffs, the channels to connect over MCP and how a custom CRM can fit the way your team actually works.
Talk about your custom CRM