AI agents Your agents read the CRM, write the summaries and create the tasks. Nothing is written without your approval. See how
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CRM + AI agents

The CRM that works
while you sell.

The complete CRM. And on top, AI agents keeping it up to date, under your approval.

app.naty.io — full demo
Live

The product actually running, not a screenshot. Five more walkthroughs in the demo center.

11
Apps included
10
Agents ready to install
15 min
Minimum interval
0
AI add-on to pay for
The product

Look instead
of reading.

Pipeline

As many pipelines as you have teams.

Configurable stages, drag-and-drop Kanban, running total per column.

Multiple pipelinesProbability per stageWon / lost triggers
Explore the CRM
As many pipelines as you have teams.
Contact record

The whole relationship, plus the AI summary.

Calls, notes, emails and meetings on one timeline. The AI reads the history and writes the recap.

Unified timelineStored AI summaryCustom fieldsTags
See the record
The whole relationship, plus the AI summary.
Views and segments

The filter finds, the view stays.

Nested AND/OR filters over native and custom fields alike, saved and shared.

Shareable viewsDynamic segmentsCSV export
See the views
The filter finds, the view stays.
AI agents

A trigger, some data, some actions.

You wire its sources, you tick what it may write. It never steps outside that scope.

Cron or CRM event8 context sources6 actionsBudget per agent
How it works
A trigger, some data, some actions.
Dashboard

The whole business on one screen.

Open pipeline, weighted forecast, won this month, overdue tasks.

Pipeline by stageTeam leaderboardContact sources
Play the demo
The whole business on one screen.
Guardrails

Nothing is written
without your say-so.

Human approval switches on agent by agent, and the permission that approves is not the one that configures.

01

Human approval

A dedicated queue, with a configurable expiry.

02

Two permissions

agents.approve is separate from agents.manage.

03

Every run is logged

Context read, response, actions applied, errors.

Skip when empty. No data, no model call, no bill.

Agents in detail

Approval queue

3 follow-up tasks

Stale deal nudges · 4 min ago

Approve Reject
Agent store

Ten agents,
installed in one click.

You start from an agent that works, then adjust it.

See the store
Ten agents, installed in one click.
01 Weekly digest 02 Morning brief 03 Stale deal nudges 04 Meeting follow-up 05 New lead triage 06 Form qualification 07 Pipeline review 08 Data hygiene 09 Won deal debrief 10 Next step after a task
Included

It's all here,
nothing to stack.

Eleven core apps, everything else installs from the marketplace, per organisation.

Business modules

  • Quotes accepted online
  • Product catalogue
  • Hosted forms
  • Scheduling
  • Versioned files
  • Secure sharing
  • IMAP emails

Apps

  • Apollo · B2B prospecting
  • Beeving · campaign sync
  • Lead scoring · engagement
  • Automations without AI

The foundation

  • Sealed multi-organisation
  • Roles and permissions
  • Enforceable 2FA
  • Scoped API keys
Compare

What you don't
pay extra for.

Naty vs HubSpot
1

AI agents are native, not a separately billed add-on.

2

Quotes, forms, scheduling and files included.

3

Modular: you only see what you use.

4

Granular permissions, right down to API keys.

5

Two-factor authentication enforceable across the org.

Your CRM fills
itself in.

Show us your organisation and we'll show you the agents that would save you the most time in the first week.