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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Yes, contacts, companies, deals, and notes are included on every plan, no separate CRM subscription needed.
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.
Yes, every employee reads and writes to the same shared contacts, companies, and deals, not a separate copy each.
Each screen loads your 200 most recent records, newest first. A contact's Activity tab shows its most recent 30 timeline events.
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.
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.