Question 1

What's the difference between CRM & Max and Studio?

Accepted Answer

CRM & Max is Frontline's foundation: a flexible CRM built around your business plus Max, the personal AI agent that keeps data updated and helps each person get work done. Max understands customer and opportunity context, syncs email and WhatsApp, researches, drafts, and executes tasks. Studio automates complete business processes end to end with AI agents, workflows, integrations, and access to leading AI models. Use CRM & Max to run day-to-day operations and Studio to design and scale automation across the company.

Question 2

Can I replace my current CRM with CRM & Max?

Accepted Answer

Yes. CRM & Max includes companies, people, deals, tickets, and custom objects in a flexible data model. Describe how your business works and Frontline builds the CRM structure; then Max keeps records updated from your team's conversations and activities.

Question 3

What processes can I automate with Studio?

Accepted Answer

Studio lets you automate business processes end to end. Build AI agents and workflows to qualify leads, run follow-ups and campaigns, coordinate onboarding, answer requests, update systems, and escalate to a person when needed.

Question 4

Can I integrate Frontline with my systems and channels?

Accepted Answer

Yes. Frontline offers more than 50 integrations, plus an API and CLI for connecting your own tools. CRM & Max syncs channels such as email and WhatsApp, while Studio agents and workflows can read information and take action in the applications your company uses.

Question 5

How does Frontline protect my data?

Accepted Answer

Frontline is built for enterprise use and meets standards including SOC 2 and CASA Tier 2. It is also a Meta Business Partner for WhatsApp. Each company's data remains isolated in its own workspace, encrypted in transit and at rest, with access, sharing, and privacy controls.

Question 6

Does Frontline train AI models with my data?

Accepted Answer

No. Frontline does not use your customer data to train shared foundation models. Your records, conversations, documents, and knowledge bases are used only to operate your workspace and execute the tasks you configure.

Question 7

What will Meetings include?

Accepted Answer

Meetings will let Max take notes, generate summaries and transcripts, store recordings, and automatically log activity in the CRM. It will also include analysis playbooks, team reports, and, in Advanced, capabilities such as coaching, scorecards, proactive alerts, and topic and risk detection. Meetings is marked Coming soon on the pricing page.

50 Claude CRM Skills

50 Claude CRM Skills

50 Claude CRM Skills

Plans & Pricing

Max

Standard

Plus

Premium

Enterprise

Workspace

Free CRM

Standard

Premium

Enterprise

Meetings

Standard

Email Assistant

Standard

Frequently asked questions

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