Customer data
The platform reads who they are. It does not become the record.
Companies, contacts, relationships and ownership come from your customer system and stay there. This platform holds commercial activity — motions, engagement, next actions, qualification — and references the record rather than copying it.
What connects
Your CRM or customer management system, through its API.
What crosses the boundary
- Into the platform: company, contact, role, owner, status, relationship history.
- Out of the platform: commercial activity — emails, calls, meetings, opportunity changes — written back as activity.
- Never: a duplicate copy of your customer database held here as the master.
What this makes possible
- Recognises a website visitor as an existing contact rather than a new lead
- Knows who owns the relationship, so a handoff goes to the right person
- Knows whether somebody is a prospect, a customer or a former customer
Setting it up
- 1Authorise the connection as an administrator.
- 2Choose which records are in scope — all, a team's, or a segment.
- 3Confirm which fields may be written back.
- 4Review what each agent can reach before deploying it.
Permissions
Read access to companies and contacts, write access to activity. We do not request permission to delete a record, merge companies, or export the database. Contact ownership changes are not available to any agent.
Where it stops
This is not a CRM and does not try to become one. If you have no customer system, the platform can hold contacts to get you started, but the moment you have one it should be authoritative and this should read from it. Two masters diverge within a month, and the one people trust is whichever they opened last.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
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