---
title: "The AI CRM that grows your business"
description: "Frontline is the AI CRM that captures every customer interaction and works proactively to grow your business."
canonical: "https://www.getfrontline.ai/en"
language: "en"
image: "https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/0ec72fa8-frontline-social-sharing-preview.webp"
---
[AI CRMA CRM that builds itself and remembers everything.](https://www.getfrontline.ai/en/ai-crm)[MaxA personal AI agent for every team member.](https://www.getfrontline.ai/en/max)[AI AgentsScale your team with an AI workforce.](https://www.getfrontline.ai/en/ai-agents)[WorkflowsAutomate processes end to end.](https://www.getfrontline.ai/en/workflows)[IntegrationsConnects with the tools you already use.](https://www.getfrontline.ai/en/integrations)

[Guide50 Claude CRM SkillsYour playbook to building the perfect CRM for your business using Claude.Get the guideFrontline50 Claude CRM Skills](https://tally.so/r/Pd4kWb)

[Customer storiesCase studies and success stories.](https://www.getfrontline.ai/en/customer-stories)[BlogLatest insights and product updates.](https://www.getfrontline.ai/en/blog)[AcademyEssential Frontline features explained.](https://www.getfrontline.ai/en/academy)[Help CenterLearn more about Frontline's features.](https://help.getfrontline.ai/en/)[Developer DocsStart building with the Frontline API.](https://frontline-public-api.redocly.app/reference/openapi)[Trust CenterSecurity, compliance, and data privacy.](https://trust.getfrontline.ai/)

By Industry

[Tech](https://www.getfrontline.ai/en/solutions/technology)[Financial Services](https://www.getfrontline.ai/en/solutions/financial-services)[Insurance](https://www.getfrontline.ai/en/solutions/insurance)[Retail](https://www.getfrontline.ai/en/solutions/retail)[Automotive](https://www.getfrontline.ai/en/solutions/automotive)[Education](https://www.getfrontline.ai/en/solutions/education)[Healthcare](https://www.getfrontline.ai/en/solutions/healthcare)[Real Estate](https://www.getfrontline.ai/en/solutions/real-estate)[Telecom](https://www.getfrontline.ai/en/solutions/telecommunications)[Professional Services](https://www.getfrontline.ai/en/solutions/professional-services)[Venture Capital](https://www.getfrontline.ai/en/solutions/venture-capital)

By Use Case

[Sales](https://www.getfrontline.ai/en/solutions/sales)[Support](https://www.getfrontline.ai/en/solutions/support)[Billing & Collections](https://www.getfrontline.ai/en/solutions/billing-and-collections)[Recruiting](https://www.getfrontline.ai/en/recruiting)

# Agentic CRM that knows and grows your business.

Describe your business and Frontline builds your CRM in minutes. It remembers every lead, customer and deal, and works proactively to grow your business.

[Start with Google](https://app.getfrontline.ai/)[Start with Microsoft](https://app.getfrontline.ai/)

![Claude](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/be3e98fd-claude-orange-burst.png)Claude Opus 4.8

TRUSTED BY

![500](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/5d3306d7-slurp-500-logo-qxh8bvow.webp)![Facephi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/79f21d6f-slurp-facephi-logo-dxodbuvy.png)![Antarka](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c8b424cd-slurp-antarka-logo-bki2fhmn.webp)![Latitud](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/fe55762f-slurp-latitud-logo-cd-wkhe1.webp)![Marco](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/27028dde-slurp-marco-logo-diu2hf7t.webp)![500](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/5d3306d7-slurp-500-logo-qxh8bvow.webp)![Facephi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/79f21d6f-slurp-facephi-logo-dxodbuvy.png)![Antarka](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c8b424cd-slurp-antarka-logo-bki2fhmn.webp)![Latitud](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/fe55762f-slurp-latitud-logo-cd-wkhe1.webp)![Marco](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/27028dde-slurp-marco-logo-diu2hf7t.webp)

![500](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/5d3306d7-slurp-500-logo-qxh8bvow.webp)![Facephi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/79f21d6f-slurp-facephi-logo-dxodbuvy.png)![Antarka](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c8b424cd-slurp-antarka-logo-bki2fhmn.webp)![Latitud](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/fe55762f-slurp-latitud-logo-cd-wkhe1.webp)![Marco](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/27028dde-slurp-marco-logo-diu2hf7t.webp)

## Built for teams that are all-in on AI

Start with one or run them all together and unleash your team's full potential with AI.

[![Frontline CRM deals pipeline](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/7042e0de-slurp-crm-deals-pipeline-coj1vgtw.webp)AI CRMManage leads, customers, and deals with a truly flexible data model. Frontline remembers every conversation across email, WhatsApp, calls, and meetings, creating your company’s customer intelligence layer.Replaces:![Salesforce](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ec2720f6-slurp-salesforce-logo-dhj-ed3.webp)Salesforce![HubSpot](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2b0d8e08-slurp-hubspot-logo-cwhahax-.png)HubSpot![Airtable](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/f7dc918a-slurp-airtable-logo-c-qoaj50.webp)Airtable Explore CRM](https://www.getfrontline.ai/en/ai-crm)[![Frontline Max WhatsApp conversation](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2452be7a-slurp-max-whatsapp-en-47fffd56.webp)Personal AgentA personal agent for every team member. It replies to emails, prepares proposals, follows up with leads, takes meeting notes, and is available on WhatsApp, Slack and Teams.Replaces:ChatGPT![Claude](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/be3e98fd-claude-orange-burst.png)ClaudeFireflies Explore Max](https://www.getfrontline.ai/en/max)[![Frontline Studio flow builder — Intent Trigger to AI Agent](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b8fb7b81-studio-flow-intent-agent-v2.png)Digital WorkforceBuild your digital workforce to scale sales, support and operations across your business. Automate work end-to-end.Replaces:![n8n](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/7212cbae-slurp-n8n-logo-djvg1jq2.webp)n8nMake![Zapier](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ff1c8522-slurp-zapier-logo-dwegnxw8.webp) Explore Studio](https://www.getfrontline.ai/en/ai-agents)

## Build your AI strategy on the right foundation

Frontline gives you the technology, knowledge, and support to put AI to work across your business.

CRM

Tailormade CRM

[](https://www.getfrontline.ai/en/ai-crm)

Describe your business and Frontline builds a fully tailored CRM. Adjust and improve it whenever you want — no consultants, no weeks of implementation.

Learn more

Customer memory

Platform

Tailormade CRMCustomer memoryPlatform

### Tailormade CRM

Replaces:![Salesforce](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ec2720f6-slurp-salesforce-logo-dhj-ed3.webp)![HubSpot](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2b0d8e08-slurp-hubspot-logo-cwhahax-.png)HubSpot![Airtable](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/f7dc918a-slurp-airtable-logo-c-qoaj50.webp)Airtable

### Customer memory

Frontline ingests every activity from your reps and AI agents across WhatsApp, email, and meetings, then automatically turns it into a complete, always-current memory of every customer, deal, and request.

![Google Calendar](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/051d6829-slurp-google-calendar-logo-bgzgpg0m.webp)

Google Calendar

#### First meeting booked

Apr 12

Nubank books a demo to explore unifying sales and support in Frontline.

### Platform

An infinitely flexible, configurable data model, granular permissions, and the integrations your operation needs to grow without limits. All managed by Max or your favorite agent.

Data model

Record Types

Custom Objects

Custom Fields

Relationships

Workflows & Triggers

Governance

Granular Permissions

Object Access

Field Level Security

Role Based Access

SSO

Integrations

API

CLI

MCP

Tools

Max

Handoff work

[](https://www.getfrontline.ai/en/max)

Available on

![WhatsApp](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/832ea402-4b42cd04-image.png)![Slack](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b79674a0-slurp-slack-logo-cyb9nr6q.webp)![Microsoft Teams](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2a82a098-microsoft-teams-logo.png)

How did the Nubank demo go? Give me a BANT breakdown.

#### Strong demo — a well-qualified deal worth prioritizing

- Budget:Confirmed quarterly budget — no pushback on the Premium tier.

Ask Max

Max does it all, from answering a simple question to running complex tasks. It lives in chat, WhatsApp, Slack, and Teams, and integrates with dozens of apps.

Apps & Artifacts

Email Automation

Routines

Handoff workApps & ArtifactsEmail AutomationRoutines

### Handoff work

Replaces:![ChatGPT](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/beabc72c-openai-logo.svg)ChatGPT![Claude](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ac2bb07e-claude-logo.svg)Claude![Fireflies](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/3caa1b76-fireflies-logo.png)Fireflies

- Budget:Confirmed quarterly budget — no pushback on the Premium tier.
- Authority:Ana owns RevOps and can bring her VP for sign-off.
- Need:Clear, urgent pain — loved the WhatsApp workflows.
- Timeline:Wants to onboard before end of quarter.

### Apps & Artifacts

Ask Max for an app, dashboard, or tool. It builds it from a prompt and turns it into a living artifact you can share across your team.

Claude Opus 4.8

Build

### Email Automation

Max sorts your emails, drafts replies in your tone of voice, and follows up on unanswered messages.

9:41

Search in email

Inbox

M

Martina López10:44

Proposal request

Could you send over the proposal for…

D

Diego Fernández10:41

Contract review

Still waiting to hear back on the terms…

F

Felicity Reynolds10:32

Updated meeting notes

I'm sharing the summary with the…

Martina López10:18

Follow-up sent to the team

The follow-up email has al…

### Routines

Configure recurring tasks or trigger them from external events. Max works 24/7, completing tasks for you.

#### Weekly Pipeline Review

Enabled

Pull every deal updated in the last 7 days, summarize stage changes and stalled deals, and send the team a clean pipeline report.

Monday at 08:00 AM

EmailSlack

#### Failed Payment Recovery

When a Stripe payment fails, Max messages the customer, updates the deal in the CRM, and pings the account owner to follow up.

On failed payment

WhatsAppEmail

#### New Signup Research

On every new signup, research the person and their company across the web, enrich the CRM record, and hand your team a ready-to-use briefing.

On new signup

SlackEmail

#### Daily Pre-Meeting Brief

Each morning, review the day's external meetings and generate a briefing with attendees, company context, and talking points.

Mon–Fri at 08:00 AM

Studio

Agents

[](https://www.getfrontline.ai/en/ai-agents)

Select agent

Maya Chen

Inbound SDR

Diego Torres

Outbound SDR

Priya Nair

Support

Sam Okafor

Collections

Create from scratch

Build a digital workforce that sells, supports, and handles collections. Connected to 50+ apps, including WhatsApp, social media, live chat, and more.

Sequences

Workflows

AgentsSequencesWorkflows

### Agents

Replaces:![n8n](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/7212cbae-slurp-n8n-logo-djvg1jq2.webp)n8n![Make](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/a765ee03-make-logo-glyph.svg)Make![Zapier](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ff1c8522-slurp-zapier-logo-dwegnxw8.webp)

### Sequences

With Sequences, your team sells while Frontline automatically follows up with every lead over WhatsApp and email.

Lead Form Completed

![WhatsApp](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/61a40f38-slurp-whatsapp-logo-bicho2be.webp)Send WhatsApp

+1 (415) 555-0134

welcome\_intro

Wait 2 days

![Gmail](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c2a46ed6-slurp-gmail-logo-fum4c6y.webp)Send email

fau@getfrontline.ai

follow\_up\_v2

### Workflows

Automate end-to-end processes in natural language, with access to every AI model and hundreds of integrations.

Event Trigger

Tally

![Tally](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/22c8d41d-tally-form-logo.png)Form completed

Data Action

Action

Create lead

Research & score

Model

claude-sonnet-4.5

Please add a path

No match

Default path

## Connected to everything

Frontline connects to dozens of apps, provides a full API, and connects to your favorite agents like Claude and Codex. Can't find an integration? Max builds it for you in seconds.

[IntegrationsIntegrates with the tools you already use.50+ integrations![Gmail](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c2a46ed6-slurp-gmail-logo-fum4c6y.webp)![WhatsApp](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/61a40f38-slurp-whatsapp-logo-bicho2be.webp)![Slack](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b79674a0-slurp-slack-logo-cyb9nr6q.webp)![Salesforce](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ec2720f6-slurp-salesforce-logo-dhj-ed3.webp)![HubSpot](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2b0d8e08-slurp-hubspot-logo-cwhahax-.png)![Google Calendar](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/051d6829-slurp-google-calendar-logo-bgzgpg0m.webp)![Google Drive](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/343f2fb9-slurp-google-drive-logo-8lwda4yj.webp)![Google Sheets](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b0aa1a71-slurp-google-sheets-logo-b-quy97-.webp)![Notion](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/39c044a8-slurp-notion-logo-dvzvbdfg.webp)![Attio](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/29ea3c46-slurp-attio-logo-bnqzfmbr.webp)![Airtable](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/f7dc918a-slurp-airtable-logo-c-qoaj50.webp)![Asana](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/3b045dac-slurp-asana-logo-yrrui5ck.webp)![Stripe](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/bed4fba8-slurp-stripe-logo-bjbubn6i.webp)![LinkedIn](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ee240104-slurp-linkedin-logo-ci4mzjrt.webp)![Monday](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/48d98d45-slurp-monday-logo-d4jw-tc.webp)](https://www.getfrontline.ai/en/integrations)[APIConnect to your own applications.1curl -i -X POST \2  https://api.getfrontline.ai/reference/v1/objects/leads/rows/list \3  -H 'Authorization: Bearer <token>' \4  -H 'Content-Type: application/json' \5  -d '{6    "query": {7      "status": "new",8      "source": "whatsapp"9    },10    "search": "acme",11    "sort": [12      { "property": "created_at", "direction": "desc" }13    ],14    "record_type": "lead",15    "page": 1,16    "page_size": 2517  }'](https://frontline-public-api.redocly.app/reference/openapi)[Connect to ClaudeConnect to any coding agent.![Codex](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8eaaf79d-ai-generated-1782771551016.png)claude — frontline mcp$ claude mcp add frontline✓ Connected Frontline to Claude › "Move the Acme deal to won"→ deal.updated Acme Corp · $48k $ codex exec "sync leads to crm"](https://frontline-public-api.redocly.app/cli)

## Enterprise security and partnerships

SOC 2, CASA Tier 2, and an official Meta Business Partnership. Frontline also delivers an enterprise-grade platform with full permission management, RBAC, SSO, and governance.

### SOC 2 and access control

We meet the highest standards of security, availability, and confidentiality to protect your data.

![AICPA SOC](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c7c117a5-aicpa-soc-badge-black.png)

### CASA Tier 2 verified

Independently assessed against the Cloud Application Security Assessment framework for app and data handling.

Tier 2CASACertified

### Meta Business Partner

Direct access, priority support, and official best practices for WhatsApp Business API.

[Learn more in our trust center](https://trust.getfrontline.ai/)

![Zonamerica](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b5e4aaee-martin-dovat-zonamerica-testimonial.webp)

> “An AI agent on WhatsApp made visitor registration 10x faster, with 100% of data captured.”

Martin DovatCEO, Zonamerica

## Frequently asked questions

Don't see the answer you're looking for? [Get in touch](https://cal.com/team/getfrontline/30-min-frontline).

What is Frontline?

How is Frontline different from a traditional CRM?

Is Frontline's AI CRM customizable?

How does the WhatsApp integration work?

What is Frontline Max?

What is WhatsApp Coexistence, and does Frontline support it?

Can Frontline access conversations in WhatsApp groups?

Is Frontline built using Claude?

Does Frontline include AI agents?

Is Frontline secure and compliant?

## Get started with Frontline today

[Start with Google](https://app.getfrontline.ai/)[Book a demo](https://cal.com/team/getfrontline/30-min-frontline)
