--- title: "AI CRM for contacts, deals and email | SalexHub" description: "Contacts, companies and deals with one activity stream, your own pipeline stages, email from your own mailbox, and the Agent answering from your records." url: "https://salexhub.com/product/crm" --- # CRM: The whole relationship on one record. Contacts, companies and deals, each with one stream of calls, meetings, emails, notes and changes. Mail from any of a person's addresses reaches the same contact, and the Agent answers from the records you can see. Deals sit on your own stages with their value and next step. One moves from Negotiation to Won, and the stage totals change with it. [Start free](https://app.salexhub.com/register) ยท [See pricing](https://salexhub.com/pricing) ## What you do with it **Everything you know about a customer, in one place.** - **Contacts and companies**: A person's page opens on the conversation. A company's page opens on its deals and people, with open pipeline and won revenue. - **Deals on your stages**: A board by stage with value, probability, next step and expected close. Closing a deal as Won or Lost asks you to confirm it with its final value, and a deal keeps the day it entered each stage. - **One stream of activity**: Calls, meetings, emails, messages, voice notes, notes, tasks and edits on every record. A company's stream includes its people and its deals. - **Email from your own mailbox**: Each person connects their mailbox over IMAP and SMTP. Incoming mail lands on the records of the people it involves, and drafts stay private to their author. - **Lists, views and import**: Lists you curate or lists that follow a filter; saved views as a table, board, calendar or agenda. A CSV import previews every row before it writes, and can match rows to the records you already have and update them instead of adding them twice. - **Several people on one deal**: A deal links everyone involved on the customer's side, with one contact marked primary. Quotes and invoices are addressed to the primary, and with several contacts and none marked, the product asks you to choose. ## The Agent here **Ask about any customer.** The Agent reads records and their streams to answer, and saves drafts on the record they belong to. Changes and sends wait for your approval by default. Tools from the product's registry that the Agent uses here: - `search.global`: Finds contacts, companies and deals by their text. Runs in every autonomy mode. - `timeline.get`: Reads a record's stream of calls, emails, notes and changes. Runs in every autonomy mode. - `record.list`: Lists records with filters, such as deals closing this month. Runs in every autonomy mode. - `email.draft.save`: Saves an email draft on the record, private to its author. Asks in the default mode, Ask every time; runs from Auto inside the organization. - `record.update`: Changes a record, such as a deal's stage, as a card you approve. Asks in every mode. - `email.send`: Sends an email from your connected mailbox. Asks in the default mode; runs from Auto including replies. - `import.csv`: Imports a CSV file into contacts, companies or deals. Asks unless the mode is Full autonomy. - `mailbox.save`: Connects a mailbox. Its password never passes through the Agent. No agent runs it in any mode; a person does it in the app. ## Connected **The CRM is where the rest begins.** - [Quotes & invoices](https://salexhub.com/product/quotes-and-invoices): A deal's line items become a quote, and an accepted quote becomes the deal's working lines. - [Forms & web](https://salexhub.com/product/web): A form on your website matches a person to a contact or creates one, with the visits that led to it. - [Projects & tasks](https://salexhub.com/product/work): Tasks attach to contacts, companies and deals, and a whiteboard card shows the record, live. - [Reports & dashboards](https://salexhub.com/product/reports): Lists and pipelines feed reports and dashboards. - [Workflows](https://salexhub.com/product/workflows): A workflow can start when a record enters or leaves a list, or when a property changes. ## Control **Clean data, and a way back.** - Possible duplicates are flagged with the reason they match. Nothing is merged on its own. - Values suggested from a company's website wait for you to accept or reject them. - Deleting moves a record to a recycle bin, and Restore brings it back with its links. - Every property keeps its history, and an earlier value can be restored. - Export gives you your records in a file that imports back. ## Recent changes - 2026-09-23 (CRM): **Several contacts on one deal.** A deal links several contacts with one marked as primary, and when none is, the product asks instead of guessing who the quote is addressed to. - 2026-09-21 (CRM): **Suggested values and possible duplicates, with their source.** A company with a website can fetch suggested values from it and from Wikidata, each shown with its source and waiting for Accept or Reject, and possible duplicates appear on the record with the reason they matched. - 2026-09-19 (CRM): **Several emails per contact, international phone numbers.** A contact holds several email addresses with one primary, and a phone number picks its country, formats itself as you type and is found however it was written. - 2026-09-09 (CRM): **New contacts link to their company by domain.** A new contact joins its company when the domain of its email matches; personal domains are ignored and a shared domain links nothing. All changes: [Changelog](https://salexhub.com/changelog) ## Read more - [Set up your organization](https://salexhub.com/docs/get-started/set-up): Bring in your data, connect your mailbox and invite your team. - [Form endpoint](https://salexhub.com/docs/developers/forms): Send your website's forms in: each submission finds its contact or creates one. - [Access and sharing](https://salexhub.com/docs/control/access): Which records each person sees, and which properties they can read. --- The same page for people: https://salexhub.com/product/crm. Index of this site for agents: https://salexhub.com/llms.txt