Records CRM
Your built-in CRM. Manage people, companies, and products with real-time sync across all agent workflows.
How it works
Unified data
People, companies, and products in one queryable database.
Custom fields
Add custom columns and categorize records your way.
AI-powered search
Find any record instantly with semantic search.
Agent workflow integration
Read and write records directly from your automations.
Real-time sync
Changes propagate instantly across your team.
Everything you need in a CRM
Three record types
People, companies, and products. The essential building blocks for any business workflow.
Custom fields
Add unlimited custom columns with different data types. Text, numbers, dates, URLs, and more.
AI-powered search
Find any record instantly with semantic search. Ask questions in natural language.
Workflow integration
Read and write records directly from your automations. Keep data in sync automatically.
Bulk operations
Import, export, and update thousands of records at once. CSV, JSON, and API support.
Activity timeline
See every change, email, and workflow execution related to a record in one place.
Simple pricing
7-day free trial. No credit card required.
- 500 runs/month
- All integrations
- Use your own API keys
- 1,000 credits/month
- Unlimited runs
- All frontier models
Frequently asked questions
What types of records can I store?
Records supports three types: People (contacts, leads, users), Companies (organizations, accounts), and Products (items, services). Each type has default fields plus unlimited custom fields.
Can I import existing data?
Yes. Import via CSV, JSON, or directly from integrations like Salesforce, HubSpot, or Google Sheets. We handle deduplication and field mapping automatically.
How does AI search work?
Records uses semantic search powered by embeddings. Search in natural language like 'tech companies in California with over 100 employees' and get relevant results instantly.
Can workflows read and write records?
Absolutely. Records integrates natively with workflows. Create, update, query, and delete records as part of any automation. Changes sync in real-time.
Ready to organize your data?
Start managing your contacts, companies, and products today.