Agentic-first CRM

The agent runs the desk. You close the deal.

A durable research agent finds what is true and writes it into the CRM — with Gmail, Calendar, and Drive already on the desk. Start Contact us for a trial — we’ll get your desk running.

Runs on Google Workspace

Gmail
Calendar
Drive
Sign-In

Agentic CRM — built for desks that research and close

MCA SyndicationFinance & LendingInsuranceB2B SalesSaaS / SoftwareE-commerceReal EstateConstruction & TradesAgency & MarketingConsultingLegal PracticeHealthcareRecruiting & StaffingNonprofitMCA SyndicationFinance & LendingInsuranceB2B SalesSaaS / SoftwareE-commerceReal EstateConstruction & TradesAgency & MarketingConsultingLegal PracticeHealthcareRecruiting & StaffingNonprofit

desk types shaped on day one

private CRM per Google account

authored research tools in the agent

0/7

agent keeps researching after you leave

Google inside the CRM

Your Google Workspace, already on the desk.

Email, meetings, and files shouldn’t live in another browser window. matrixcrm.xyz embeds Gmail, Calendar, Drive, and Google Sign-In — so the work you already do in Google shows up on the records that close.

GmailCalendarDriveSign-In

Gmail

Threads land on the company and contact they belong to — follow-ups without tab hopping.

Calendar

Meetings sync into the desk. New people on the invite can become records automatically.

Drive

Docs stay next to the deal. Attach and open files without leaving the CRM.

Sign-In

One Google account to start. Your private CRM, not a shared demo tenant.

Agentic-first

A research agent that runs the desk — not a side chat.

Most CRMs are a database with a form in front of it. AI CRMs bolt a chat box onto that form. matrixcrm.xyz is built the other way round: the CRM is where the agent keeps its notes.

The agent is the product

Not a chat box bolted onto a form. A durable research agent runs on its own schedule, decides what to look at next, and writes what it finds into the CRM.

Nothing about a person is guessed

Tools report what they observed — signature blocks, identities, public profiles. Strong evidence writes to the record. Weak evidence becomes a suggestion a human settles.

Watch it work on every record

Every company, contact, and deal has an Agent tab — steps as they happen, leads it throws away and why, and questions answered in place when it cannot decide.

Keeps going when you close the tab

Close the browser and it keeps going. Sessions survive redeploys. When it wants another look, it schedules a recheck and tells the rep why.

/18 authored research tools — history, identity, enrichment, briefs
/Evidence-priced facts — never a confidence score guessing about people
/Optional outside sources; runs useful with your own mailbox alone
/Sandboxed shell with deny-all egress — no database credentials in the sandbox

Growing your book shouldn’t break your operation.

Missed follow-ups, blank fields, and enrichment bolted on as a chat box. Growth shouldn’t create that friction. matrixcrm.xyz pairs an agentic research core with a desk shaped for your industry.

Stop stitching tools together.

Accounts, people, pipeline, and activity in one workspace — with Gmail, Calendar, and Drive living on the record, and a durable agent writing what it learns from those threads.

Platform

Let the agent do the research so the desk can close.

Research that keeps going after you close the tab

The agent leases its own work queue, spends a research budget, and stops when the budget runs out. Nothing about it is request-response.

Evidence over guesses — especially about people

No confidence scores. Tools report observations; a ledger prices the evidence. Strong facts write. Weak ones wait for a human.

Talk to it on any company, contact, or deal

The Agent tab shows steps as they happen, discarded leads and why, and answers questions in place when identity is ambiguous.

Industry-shaped desk on the same agentic core

Fourteen desk types reshape labels and pipeline. The durable agent stays the product underneath — the CRM is where it keeps notes.

Full platform overview →

Every stage, connected

From intake to close in one workspace.

Companies & accounts

Orgs, merchants, clients, and listings as first-class records — named for your desk type.

Pipeline & deals

Stages that match how you close: advances, offers, matters, roles, or classic sales.

Agent on every record

Watch research steps live, answer identity questions in place, and keep a durable conversation on the company, contact, or deal.

Syndication-ready when you need it

Wallets and remittance surfaces appear for finance desks. Everyone else stays lean.

Built for the way you work

Fourteen desks. One product.

Whether you fund advances, close listings, place candidates, or run matters — the CRM reshapes around your market.

Finance desks

Syndication, lending, and insurance — advances, facilities, policies, and remittance language that fits the book.

/High-volume submissions
/Partner & wallet tracking
/Pipeline that funds
/Remittance-aware stages

MCA Syndication
Finance & Lending
Insurance

Commerce desks

Sales, SaaS, e-commerce, real estate, and trades — accounts and pipeline without bending your stages.

/Account-led selling
/Listing & closing stages
/Expansion & renewals
/Bid-to-close workflows

B2B Sales
SaaS / Software
E-commerce
Real Estate
Construction & Trades

Services desks

Agency, consulting, legal, and healthcare — clients, matters, engagements, and retainers named correctly.

/Client & matter language
/Retainer & campaign deals
/Intake to close
/Stakeholder tracking

Agency & Marketing
Consulting
Legal Practice
Healthcare

People desks

Recruiting and nonprofit — candidates, roles, donors, and campaigns instead of generic deal chrome.

/Role-first recruiting
/Candidate stages
/Donor pipelines
/Campaign tracking

Recruiting & Staffing
Nonprofit

Product samples

Same CRM. Different desk.

Browse how matrixcrm.xyz looks across industries. Vocabulary and stages change; the underlying workspace stays one product.

Sample desk

Advances, syndicators, remittance

Track merchant advances, syndication partners, and wallet remittance without forcing sales jargon onto a finance desk.

End-to-end clarity

Automate the shape of the desk — not just the busywork.

A durable research agent — not a bolted-on chat box

The agent runs on its own deployment and schedule. It leases work, researches people and companies, prices evidence, and writes notes into the CRM. You can watch every step on the Agent tab — and close the browser while it keeps going.

/Built on eve — durable sessions, tools, skills, schedules
/Evidence ledger — strong facts write; weak ones need a human
/Ask it questions on any company, contact, or deal

Queue-driven research

The API writes that something happened. The agent leases the row, decides what it means, and books its own follow-ups.

Evidence-priced writes

Strong evidence lands on the record. Weak evidence becomes a suggestion. Confidently wrong facts never get a free pass.

Industry surface, agentic core

Fourteen desk types reshape labels and home. Underneath, the same durable agent keeps researching.

What desks say

After they switch to a desk that speaks their language.

“The Agent tab shows research steps live — and the desk finally talks MCA instead of generic sales jargon.”
Alex R.
Syndication desk lead

In the stack

Plug into how you already sign in and work.

Native Google Workspace, partner connectors for payments, credit, contracts, and messaging — plus the surfaces your desk needs.

Durable agent
Gmail
Calendar
Drive
Google Sign-In
DocuSign
Plaid
Twilio
Experian
Pipeline
Org-scoped data

Explore the platform →See all integrations →

Custom CRM

Bigger needs? We build completely custom CRMs.

When fourteen desks aren't enough — unique workflows, compliance, deep integrations, or a branded experience for your operators — we design and ship a CRM around your operation on the same agentic core.

Talk about a custom CRM See the platform first