Use case

Open-source CRM and project management in one company OS.

Aexy connects customer records to planning, tickets, docs, forms, workflows, and agents so technical teams can manage both relationships and execution in one place.

CRM records can connect to tickets, epics, docs, and workflows.
Open-source/self-hostable path for teams that need more control.
AI agents can operate across CRM and project context with governance.

CRM plus delivery

Bridge the gap between customer needs and actual execution.

Companies and contacts
Tickets and epics
Customer-linked docs

Workflow automation

Automate updates and routing across sales, support, product, and engineering.

Status sync
Owner tasks
Approval flows

Agent assistance

Let agents summarize, enrich, and draft with access to both customer and project context.

Account summaries
Deal risk notes
Project updates

Related paths

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

FAQ

Is Aexy a CRM or project management tool?

It includes both, but its broader purpose is to connect company work into one operating layer.

Can it replace separate CRM and ticketing tools?

It can for many teams, especially when CRM and delivery workflows are tightly linked.

Is the platform open source?

Aexy has an open-source path for teams that want to evaluate, audit, and self-host.