Agent-native CRM

A CRM your team and AI agents can operate together.

Aexy connects customer records, GTM signals, email history, workflow state, docs, and engineering context so agents can help with real revenue work without losing control.

Custom CRM objects, relationships, activities, and automations.
AI agents can enrich, summarize, route, draft, and update with governed tool access.
Open-source/self-hostable path for teams that want control over customer data.

Customer context

Keep contacts, companies, deals, activities, notes, and ownership in a CRM that can connect to the rest of company work.

Custom objects
Activity timelines
Account ownership

Agent workflows

Use agents for the busywork around CRM hygiene, lead triage, enrichment, summaries, follow-ups, and routing.

Lead qualification
Record enrichment
Follow-up drafts

Execution handoff

Connect CRM changes to tickets, docs, projects, and internal workflows so customer commitments do not disappear after a sales call.

GTM to engineering
Workflow triggers
Audit history

Related paths

Route evaluators to the pages that match their buying stage, tool replacement question, or implementation need.

FAQ

What is an agent-native CRM?

It is a CRM designed so approved AI agents can read context, update records, trigger workflows, and ask humans for approval when actions are sensitive.

Can Aexy replace a traditional CRM?

For many technical teams, yes. Aexy combines CRM records with GTM signals, email context, docs, workflow automation, and engineering handoffs.

How does Aexy control agent actions?

Agents can be limited by policies, tool permissions, approval gates, field restrictions, and audit logs.