--- title: "AI CRM: the brain of your operation" description: "Connect customers, conversations, and AI agents in one place. Frontline's AI CRM is built by describing your business to Claude or Max." canonical: "https://www.getfrontline.ai/en/ai-crm" 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) # From Prompt to CRM in seconds Describe your business and Frontline builds your CRM automatically, remembers every WhatsApp, email and call conversation, and keeps your records up to date without you lifting a finger. [Start with Google](https://app.getfrontline.ai/)[Start with Microsoft](https://app.getfrontline.ai/) Replaces:SalesforceHubSpotAirtable ![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) CAPABILITIES ## The brain of your business 01 ### Tailormade CRM Describe your business and Frontline builds the right CRM around it. It defines your entities, fields, and relationships, connects your systems, and even builds the custom software you are missing. All in plain language, without consultants or months of implementation. Leads256NameLucía FernándezCompany![Nubank logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/9c6c9a71-nubank-logo.png)NubankLead score92StatusQualified Contacts384Emailjan@example.comCompany![Vercel logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/315f6d1a-vercel-logo.png)VercelRoleFounder & CEOPhone+1 202 555 0147 Companies512Company![Cloudflare logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8a39cba0-cloudflare-logo.png)CloudflareDomaincloudflare.comIndustryInternetRegionGlobal Deals640Company![Harvey logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8fe72a76-harvey-logo.png)HarveyStageProposalValue$48,000OwnerSofía Partners768Company![Legora logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/4004536e-legora-logo.png)LegoraTypeStrategicTierGoldManagerAna Torres ![Harvey logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8fe72a76-harvey-logo.png) Deal record ##### Harvey Enterprise Expansion Enterprise expansion Company ![Harvey logo](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8fe72a76-harvey-logo.png)Harvey Stage Proposal Value $48,000 Close date 30 Sep 2026 Owner ![Sofía Martínez](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/91563280-avatar-woman-2.jpg)Sofía Martínez Next step Security review 02 ### Logs and remembers everything Every person on your team connects email, calendar, WhatsApp, and meetings. Frontline logs each interaction, summarizes it, and builds your company memory: the full context of every customer, opportunity, and request, always available. ![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. 03 ### Works with you and for you Frontline handles everyday work such as replying to emails and complex tasks such as finding prospects, building pipeline reports, coaching your sales team, and much more. The data model ## A CRM shaped like your business \[01\] Create field Field name Total Amount Field type \* Formula Text Number ### Custom fields Tailor every field to capture exactly what you need to track. \[02\] Companies10 fields nombre text dominio url industria select owner relationship empleados number Contacts14 fields empresa email teléfono phone lifecycle Deals8 fields etapa valor currency cierre date Suscripciones15 fields cliente amount estado renovación plan Many to many ### Relationships between objects Link objects to each other and model any data structure. \[03\] CRM Data Action Action Change Record Type Search Records Search by ID Create Record Update Record Delete Record ### CRM Workflows Automate what happens in your CRM: convert leads, create records, assign owners, trigger follow-ups — no manual steps. \[04\] DealStandard Amount ContactStandard Title Channel Email Phone CompanyStandard Industry Employees Domain Region ### Objects and record types Model companies, contacts, deals and anything else, with flexible types. ## A CRM that works for you Activity ![Nubank](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/9c6c9a71-nubank-logo.png)Nubankin◎f𝕏 SummaryActivityPeopleDealsTicketsNotesTasksFiles ![Valentina Cruz](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/9fa6f0ae-avatar-woman-1.jpg) Valentina Cruz scheduled an event April 22nd Product Demo — Nubank x Frontline Booked for April 24\. Agenda shared and key stakeholders added to the invite. ![Mateo Herrera](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/43555aaf-avatar-man-1.jpg) Mateo Herrera logged a WhatsApp message April 20th Nubank x Frontline — Enterprise plan Mateo spoke with Bruno Martins about requirements for a high-volume support team. ![Camila Rossi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/91563280-avatar-woman-2.jpg) Camila Rossi logged a meeting April 18th Discovery Call with Nubank Bruno Martins (Sales Manager) wants to connect LinkedIn outbound with WhatsApp support. WhatsApp Group Creatednow Nubank x Frontline. The group was created to streamline communication and coordinate onboarding. Mateo Herrera scheduled a sync for April 17th. ### Activity Keep every customer interaction, task and record change in one always-current timeline. AI workforce Sequences Workflows CampaignsComing soon ActivityAI workforceSequencesWorkflowsCampaignsComing soon Apps & Artifacts ## Extend your CRM your way Describe the dashboard, app, or tool you need. Max builds it in seconds, connected to your data, shareable with anyone. From prompt to dashboard with Max Claude Opus 4.8 Build ### From prompt to dashboard with Max Ask Max in plain language and get the report instantly: metrics, charts and tables ready to decide. Reports as AI Artifacts Share with full control 1. ### From prompt to dashboard with Max Ask Max in plain language and get the report instantly: metrics, charts and tables ready to decide. 2. ### Reports as AI Artifacts Every report is a living, interactive artifact — not a screenshot. Ask Max to change anything: add filters, charts, calculations or variances. All in seconds. 3. ### Share with full control Share reports internally with role-based permissions, or publicly with a link. You choose who sees what. ## Connected to everything A flexible platform that connects to all your systems. [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 ' \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) Headless mode ## A headless CRM for your AI agents Frontline runs without a UI: every object, workflow and action lives as an API, MCP tool or CLI command. From UI to code, your agents operate your CRM directly. Claude Codex Cursor Hermes Deals crm.agent.ts ``` // generado por tu agenteimport { FrontlineObject, Contact, Deal } from "@frontline/sdk" export default function PipelineAgent() { return ( ``` Frequently asked questions What is Frontline in headless mode? Which agents can I connect? Do I need to write code? Is it safe to give an agent access? ## 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 about the AI CRM Still have a question? You can [book a demo](https://cal.com/team/getfrontline/30-min-frontline). What is a headless AI CRM? Does Frontline work as a CRM for Claude and ChatGPT? How does the CRM for WhatsApp work (1:1 and groups)? Does it integrate with WhatsApp Coexistence? Can I generate reports with AI? What are sequences in Frontline? ## Get started with Frontline today [Start with Google](https://app.getfrontline.ai/)[Book a demo](https://cal.com/team/getfrontline/30-min-frontline)