# CRM Every business runs on a CRM, the shared book of the people and companies it deals with. Sistava builds one in, and your AI employees run it for you. They add a prospect the moment one comes up, keep contacts current, open deals and move them down the pipeline as they progress, and write notes so nothing is forgotten. You get one clean place to see who you know, what's in flight, and what it's worth, without paying for a separate CRM. Contacts are the heart of it: a fast, searchable, sortable table of every person the business deals with, prospects, leads, customers, with email, phone, job title, and LinkedIn. Filter, sort any column, and export the whole book to a spreadsheet in one click. Deals live on a pipeline board, the same shape as your task board: columns for each stage (New, Screening, Meeting, Proposal, Customer), and a card per deal with its dollar amount and the company it belongs to. Your employee moves a deal forward as it gets closer to won. Companies group your contacts by the business they work at, and notes attach context to any person or deal so the next conversation starts where the last one ended. If your sales team already lives in HubSpot, Salesforce, Pipedrive, or Close, the same CRM screen offers a direct connect instead: your employees use that system through its own tool rather than the built-in one, and the two are never both writing to the same record. It's built for your AI employees first: they create, update, and organize everything through their own CRM tool, the same way they manage tasks. You watch it fill in, and step in to edit whenever you want. This is what separates a built-in CRM run by AI employees from a generic CRM your team has to remember to update: the record only stays accurate because the same employees doing the outreach are the ones keeping the book current, not a second, disconnected step. Each screen loads your 200 most recent contacts, companies, or deals, newest first, so browsing stays fast without a pagination click. Search and filter work over that same set, and Export contacts downloads exactly the rows your current search and filter leave visible, not just the page you're looking at. A contact's Activity tab shows its most recent 30 timeline events, who added or changed what, and when. ## Filled In by the Team That Does the Work Most CRMs go stale because updating them is a separate chore from doing the actual work. Here it isn't: your AI employees create contacts, open deals, and write notes as a side effect of the outreach, calls, and follow-ups they're already doing, using the same CRM tool they'd use to manage a task. You still see everything and can edit anything, the CRM isn't hidden behind the employees, it's the same shared book the whole team, human and AI, reads from and writes to. ## No Separate Tool, No Separate Bill Contacts, companies, deals, and notes are included on every plan, not an add-on or a separate subscription. If your business already runs on a CRM elsewhere, this one gives your AI employees a place to work that's native to the platform instead of one more tool they'd need access to. ## One Book Every Employee Reads From A sales rep, a marketer, and a support employee can all touch the same contact without stepping on each other. Add someone once and every AI employee that needs to know about them, now or six months from now, already does. Selecting a group of contacts and choosing Share selected gives one teammate's Sistava account access to just those records by email, without opening the whole CRM to them, useful for handing a segment to someone who only needs that slice. ## Built-In or Connected, Never Both at Once The CRM screen offers HubSpot, Salesforce, Pipedrive, and Close by name, plus Browse other CRM apps for the rest of the CRM & Sales category. Connecting one assigns that tool to the employees who need it; from that point they work the CRM you already run instead of the built-in one, so a sales team mid-migration or already committed elsewhere isn't asked to keep two customer records straight. ## How It Works **One shared customer record your employees write to and you manage** When an employee's task touches a person, company, or deal, it checks the CRM for an existing record first, then creates or updates it: a new contact gets added, an existing one gets a note, a company gets linked, or a deal moves to its next stage. That write happens as part of the task itself, so the record reflects real work instead of a summary written after the fact. You sit on top of that shared record. Contacts are the one type you fully own: create, edit, and delete them yourself from the CRM screen whenever you want. Companies and deals are views onto what your employees have built: you open them, search them, and follow the pipeline board, but the underlying records are kept current by the employees doing the work behind them. Selecting multiple contacts and choosing Share selected gives a teammate's Sistava account access to just those records, without opening the whole CRM to them. The same contact record and comment thread stay visible to every employee who touches that customer, so a second employee picking up a task already has the history the first one left behind. ## Use Cases ### Give sales follow-up real context Hand an employee a lead or an account to research, and it checks the CRM for what's already known about that contact and company before it starts, then logs what it finds so the next task on the same account picks up where this one left off. ### Track a deal without a spreadsheet As an employee works a deal, from first contact through proposal, it moves the card across the five-stage pipeline board itself. Open Deals to see what's in flight, what stage each one is at, and what it's worth, without asking anyone for a status update. ### Keep customer history in one place across employees A contact's notes and Comments thread stay attached to the record, so a second employee picking up a task for the same customer sees what the first employee already learned instead of starting the conversation from a blank prompt. ### Hand a working list to someone outside Sistava Search, filter, and sort contacts to build the list you need, then export it to a spreadsheet, useful for a mail merge, a board update, or handing a segment to a teammate who doesn't need full CRM access. ## FAQ ### Do I have to enter contacts and deals myself? No. Your AI employees add and update records as a side effect of the outreach and work they're already doing, though you can always add or edit anything yourself. ### Is the CRM included on every plan? Yes, contacts, companies, deals, and notes are included on every plan, no separate CRM subscription needed. ### Can I export my contacts? Yes. Export contacts downloads a spreadsheet of exactly the contacts your current search and filter show, not just one page, so narrow it first if you want a specific list. ### Can multiple AI employees use the same CRM records? Yes, every employee reads and writes to the same shared contacts, companies, and deals, not a separate copy each. ### How many contacts, companies, or deals will the CRM screen show? Each screen loads your 200 most recent records, newest first. A contact's Activity tab shows its most recent 30 timeline events. ### Can I use HubSpot, Salesforce, Pipedrive, or Close instead? Yes. The CRM screen lets you connect any of those four directly, or browse other CRM and sales apps, then assign the tool to the employees who need it. Connecting one switches those employees to it instead of the built-in CRM. ## Where CRM fits CRM is part of Where their work lives. Your AI agents manage their own workspace. Scheduled tasks run daily, weekly, or on custom cron cadences. A built-in kanban board tracks what is in progress. Every document lands in a personal Drive. A daily work journal logs decisions, outcomes, and next steps automatically. - [Where their work lives](/en/features/workspace): Where your employees organize their work. ## Read the guide - [Guide: CRM](/en/guide/work/crm) ## More in Workspace - [Move a Team Member to the Bench](/en/features/workspace/bench_team): Every workspace has one Bench: a holding area for employees who are not currently on a working team. Remove someone from a team, or delete the team itself, and they land back on the Bench automatically, fully intact and ready to be reassigned. Nothing about them is deleted; only their team membership changes. - [Task Board](/en/features/workspace/task_board): A kanban board that tracks what every AI employee is working on, in Backlog, To Do, In Progress, and Done columns. Employees create their own task cards when they do real work, and you can create cards to assign work directly. View it per employee, per team, or company-wide, and it updates live as work moves. - [Set Your Employee's Working Hours](/en/features/workspace/work_schedule): Set how often each employee checks its board and acts on its own, from every 5 minutes up to monthly, without you asking each time. New hires start with a default hourly check-in that you can tighten, stretch, or turn into a specific daily time. The employee pauses itself automatically when there is nothing to do, it is onboarding, or credits run out, and picks back up on its own once that clears. - [Work Journal](/en/features/workspace/work_journal): Every employee keeps a dated journal of what it did, decided, and got stuck on, written as it works, not after the fact. Open it from the employee's, team's, or organization's Drive tab to see a day's entries without reading the chat transcript. Entries carry a category (task completed, observation, decision, blocker, learning, or handoff) so you can scan for what changed. It starts on hire with nothing to configure. - [Task Comments](/en/features/workspace/task_feedback): Comment directly on a task, Drive file, sprint, CRM contact, or notification, and @mention the person, team, or AI employee who should act on it. The mention lands as a bell notification for a person or a direct work request for an employee, both replying in the same thread. Turn any comment into a tracked task in one click, so feedback never gets lost in a side channel. - [Sales Pipeline](/en/features/workspace/crm_deals): Your deals live on a pipeline board, the same shape as your task board: a column for every stage, New, Screening, Meeting, Proposal, Customer, and a card for each deal showing its value and the company behind it. As a deal gets closer to won, it moves down the board. Your AI employees keep the pipeline current, opening deals, moving stages, and updating amounts, so you always know what's in flight and what it's worth, at a glance. - [Let Your Employee Use Any Desktop App](/en/features/workspace/desktop_app_control): Your employee controls your actual desktop, not just a browser tab. It clicks, types, manages files, and runs terminal commands in real applications on your machine, the same way you would sitting at the keyboard. It works through the free Desktop Companion app and covers native software, file management, and shell tasks in one capability. - [Let Your Employee Work with Local Files](/en/features/workspace/desktop_file_access): Connect the Desktop Companion app and your employee can read, write, list, and search files on your own computer, scoped to your home directory. Ask it to open a config, tidy a folder, or find every CSV in a project, and it works the files directly instead of asking you to paste their contents into chat. - [Let Your Employee Run Terminal Commands](/en/features/workspace/desktop_terminal_execution): Once you pair the Sista desktop app, your employee can run real shell commands on your machine: git, npm, brew, ls, grep, and anything else you'd type yourself. Commands run as your own user with no privilege escalation, and a hard-coded blocklist rejects destructive patterns like rm -rf /, disk formatting, or piping a remote script into a shell before they ever execute. - [Let Your Employee See Your Screen](/en/features/workspace/desktop_screen_vision): Your employee looks at your actual screen and works from what it sees, not just an API. It captures your desktop through the Sista desktop app, reads the pixels the same way you would, and can click, type, and scroll based on what it finds. That covers any app you have open, including native software, dashboards, and design tools that never had an integration. - [Employee Drive](/en/features/workspace/drive_tab): Every document, generated image, video, screenshot, and daily work log an employee produces lands automatically in its Drive, no saving required. Browse it per employee, per team, or company-wide, as a searchable flat grid or as folders. Files preview inline, from PDFs and spreadsheets to code and video, so you rarely need to download something just to read it. Every update becomes a numbered version that you can preview or restore without losing the original file. - [Company Drive](/en/features/workspace/company_drive): Every employee keeps its own Drive, but you shouldn't have to open ten employees to find one file. Company Drive rolls every employee's Drive into one company-wide view: every document, transcript, and deliverable your whole workforce has produced, browsable and searchable from one tab. ## Explore - [Every feature](/en/features) - [Hire an AI employee](/en/market) - [Pricing](/en/pricing)