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
Open A Contact Detail View
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