Results

A CRM That Lives With Your Work

Manage contacts, organizations, leads, and interaction history in the same workspace where you handle projects, notes, messages, and AI. No separate CRM login, no extra subscription, no scattered relationship data.

Ask In The Shell

workspace $ find all stalled contacts in Q2 sales and draft follow-up tasks
Change the goal and the shell adapts what it finds, drafts, or updates.

Open A Contact Detail View

Maya Chen
Operations Lead • Skyline Projects
Follow Up
Project: Q2 Sales Push
Last interaction: Proposal review call • 37 days ago
Linked notes: Budget objections, implementation timeline, next-quarter interest
Drafted action: Create follow-up task and attach the latest meeting summary
Because CRM, tasks, projects, and notes live in one system, the follow-up can happen immediately.

Why Most CRM Setups Break Down

Disconnected CRM Tools

  • Names without context
  • Can't remember how you met
  • No connection to projects
  • Missing interaction history
  • Notes and messages split across apps
  • Another bill and another login to manage

An Integrated CRM

  • Rich context for every contact
  • Meeting notes and history
  • Linked to specific projects
  • Track every interaction
  • Use the same login as the rest of your work
  • Share with your team and use with AI tools

More Than Just Names and Numbers

What This Looks Like In Practice

A normal CRM makes you click around trying to remember who said what. In AskRobots, the contact lives in the same system as your project, notes, files, messages, and AI tools.

Example: "Show me everyone connected to the Q2 sales push, summarize the last interaction with each contact, and create follow-up tasks for the ones we have not contacted in 30 days."

Rich Contact Profiles

Add notes, meeting history, preferences, and important dates. Never forget the details that matter.

Project Connections

Link contacts to projects. Instantly see who's involved in what. Context is everything.

Interaction Timeline

Track meetings, calls, and emails. See the full history of your relationship at a glance.

Use CRM Data With AI

Search contacts from the shell, use MCP and AI clients against the same workspace, and keep CRM activity connected to projects, notes, messages, and follow-up tasks.

Features That Build Relationships

Company & Department

Track organizations and roles. See all contacts at a company in one view.

Smart Tagging

Tag by expertise, location, or any custom category. Find the right person instantly.

Team Sharing

Share contact lists by project. Everyone stays on the same page.

Perfect For Managing

Client Relationships

Track every client interaction and preference

Vendor Contacts

Organize suppliers, contractors, and partners

Professional Network

Colleagues, mentors, and industry connections

Sales Prospects

Track leads through your pipeline

Team Members

Internal contacts and their project roles

Stakeholders

Decision makers and influencers by project

AI-Powered Contact Intelligence

Our AI helps you maintain better relationships inside the same integrated workspace:

  • Relationship Insights: "Who should I reconnect with?" AI suggests based on interaction patterns.
  • Smart Search: "Find all developers in Boston" - natural language contact search.
  • Meeting Summaries: AI can summarize meeting notes and extract action items.
  • Important Dates: Never miss birthdays, anniversaries, or follow-ups.

Ready to Build Lasting Relationships?

Add Your First Contact

$50/month per human seat • CRM, projects, messaging, and AI in one bill • Import from CSV