The AI CRM for startups and B2B tech companies

Connect each signup with its user, workspace and account. Frontline brings together product signals and conversations so that sales, growth, customer success and support act on the same context.

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Claude Opus 4.8

Claude Opus 4.8

TRUSTED BY
500FacephiAntarkaLatitudMarco500FacephiAntarkaLatitudMarco

TECHNOLOGY

The brain of your operation

01

From Lead to user on your CRM

Connect each lead with its user, workspace and account to follow the complete journey from first contact to activation and expansion.

Subscription registration
Harvey Enterprise

Expansión de suscripción

Company
Harvey
State
Expanding
value
$48.000
Renewal
30 Sep 2026
Owner
Sofía MartínezSofía Martínez
Next step
Revise Adopted
02

The complete history of each user

Maintain traceability from the moment a person enters as a lead until they become a user. Their interactions, activity and conversations are connected so that each team understands the complete journey.

Google Calendar

Scheduled technical kickoff

12 Abr

Vercel schedules a session to define users, permissions, data and implementation objectives.

03

Max converts product signals into actions

Prioritize workspaces with low activation, new users, spikes in usage, potential expansion or risk. Max works on the authorized context of CRM and prepares the next action for each account.

Claude Opus 4.8

04

An AI agent to activate new accounts

Monitor each signup, connect it with its user, workspace and account, detect incomplete steps and accompany the team until the activation milestones are reached.

Agent Summary

Maya · Account activation

Active · responds in ~4s

WhatsAppInstagramMessenger

Signups

1.248

Activated

74%

Earrings

68

Activated accounts · 7 days

The data model

A CRM that molds to your operation

[01]
Create field

Field name

Total Amount

Field type *

Formula
Text
Number
Formula

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
nombre
text
empresa
relationship
email
email
teléfono
phone
lifecycle
select
Deals8 fields
empresa
relationship
etapa
select
valor
currency
cierre
date
owner
relationship
Suscripciones15 fields
cliente
relationship
amount
currency
estado
select
renovación
date
plan
select
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
Change Record Type

Workflows on your data

Automate decisions on the most reliable dataset in your operation.

[04]
DealStandard
Company
relationship
Stage
select
Amount
currency
Close date
date
Owner
relationship
ContactStandard
Title
text
Channel
select
Company
relationship
Email
email
Phone
phone
CompanyStandard
Industry
select
Employees
number
Domain
url
Owner
relationship
Region
select

Objects and record types

Model companies, contacts, deals and anything else, with flexible types.

I converted product signals into GTM shares

Google Calendar

Google Calendar

Scheduled technical kickoff

Vercel schedules a session to define users, permissions, data and implementation objectives.

Activities

Bring every customer interaction into one clear, always-current timeline.

Reports

Decisions about an always-current operation

Request reports in natural language and converted signups, activation, adoption, expansion and risk into dashboards ready to operate and share.

Claude Opus 4.8

Build

Activation, adoption and expansion

View signups, activated workspaces, active users, adoption, expansion and risk in a dashboard created on the data connected to your CRM.

Connect Frontline with your technology stack

Integrate product, billing, analytics, support and other sources through available integrations, API, Custom Tools and CLI.

Integrations

Integrates with the tools you already use.

50+ integrations
Gmail
WhatsApp
Slack
Salesforce
HubSpot
Google Calendar
Google Drive
Google Sheets
Notion
Attio
Airtable
Asana
Stripe
LinkedIn
Monday

API

Connect 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  }'

Connect to Claude

Connect to any coding agent.

Codex
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"
CRM FOR AI AGENTS

Your technological operation, available for Claude and your coding agents

Expose accounts, users, workspaces, subscriptions, product events, tickets and workflows through APIs, tools and commands so your agents can work with real permissions and context.

Claude
Codex
Cursor
Hermes

Deals

crm.agent.ts
// generado por tu agente
import { FrontlineObject, Contact, Deal } from "@frontline/sdk"
 
export default function PipelineAgent() {
  return (
    <FrontlineObject
      label="Deals"
      groupBy="stage"
    >
      <FrontlineObject.Field name="company" type="text" />
      <FrontlineObject.Field name="amount" type="number" />
      <FrontlineObject.Field name="channel" type="text" />

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

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

Frontline FAQ for Technology

Do you have another question? You can schedule a demo.

Get started with Frontline today

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