# Agentic CRM — People, Organizations, Deals and Activities, on a CRM You Own > Source: https://ibl.ai/product/agentic-crm People, organizations, deals and activities for every organization you belong to, with ibl.ai single sign-on and roles built in and the platform's AI agents reading the pipeline—open source, on infrastructure you own. On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network. **The CRM you own, worked by agents** **1.6M+** Platform Users · **400+** Organizations · Trusted by Syracuse University, SUNY, Google, NVIDIA, Microsoft, OpenAI and Kaplan. > “ibl.ai does amazing work and are great people.” — Paul LeBlanc, former President and CEO, Southern New Hampshire University Don’t take our word for it? [See what our partners say](https://ibl.ai/case-studies) [Get Started Free](https://ibl.ai/join-crm) · [See what's inside](https://ibl.ai#built-with) · [Book a Demo](https://cal.com/iblai/30min) · [Contact Us](https://ibl.ai/contact) Want to read the source? [View the code on GitHub](https://github.com/iblai/crm) ## Two ways to run it ### We host it: Start at $0 on the ibl.ai cloud Free tier with renewable monthly credits, no credit card, usage-based from there. Move to your own infrastructure anytime, nothing to rebuild. [Hosted deployment](https://ibl.ai/hosted-deployment) · [See pricing](https://ibl.ai/pricing) ### You own it: Take the whole codebase Backend and infrastructure under a perpetual license, so you own all the code and the data. Your cloud, on-premise or air-gapped, under your control. [Full code license](https://ibl.ai/full-code-license) ## Available on - **Web** — Any modern browser, nothing to install ([details](https://ibl.ai/download#platforms)) - **Chrome** — Side-panel extension: your agents on any page ([details](https://ibl.ai/download#platforms)) - **macOS** — Universal desktop app, signed and notarized ([details](https://ibl.ai/download#platforms)) - **Windows** — Desktop installer for x64 and ARM64 ([details](https://ibl.ai/download#platforms)) - **iOS** — iPhone and iPad on the App Store ([details](https://ibl.ai/download#platforms)) - **Android** — Phones and tablets on Google Play ([details](https://ibl.ai/download#platforms)) - **Linux** — Build from source on GitHub ([details](https://ibl.ai/download#platforms)) ## What makes it agentic People, organizations, deals, activities and tags for every organization you belong to, with ibl.ai single sign-on and roles built in, and the platform's agents reading the pipeline. - **[Agents that read the pipeline](https://ibl.ai/product/agentic-os)** — Ask which deals have gone stale, what we know about an account before the call, or which leads have no owner. The agent answers from the record, with the asker's role enforced. (Agents from Agentic OS) - **[Every organization, one sign-in](https://ibl.ai/product/agentic-os)** — Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles, exactly like the OS. (ibl.ai SSO and roles) - **[Open source, every platform](https://github.com/iblai/crm)** — MIT-licensed, one codebase: web today, macOS, Windows, Linux and iOS via Tauri 2. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy. (MIT · github.com/iblai/crm) ## How is Agentic CRM different from a SaaS CRM? A SaaS CRM rents you seats in the vendor's database and sells the AI back as a tier. Agentic CRM is open source, runs on the platform you already own, signs people in with the identity they already have, and prices usage rather than seats. | | Agentic CRM | A SaaS CRM | |---|---|---| | **What you own** | The code (MIT) and the data, in your own ibl.ai organization. | A subscription to the vendor's database. | | **Pricing** | Usage or a flat license; no per-seat fee. | Per user, per month, every month. | | **AI in the pipeline** | The platform's agents answer from the record, role-scoped. | An add-on tier, if any. | | **Sign-in and roles** | ibl.ai SSO; Viewer, User, Manager and Inviter roles per organization. | Another identity to manage. | | **Integration** | MCP connectors to the SIS, LMS, ERP and the systems around them. | A marketplace of paid connectors. | | **Where it runs** | Your cloud, on-premise or air-gapped, or hosted by ibl.ai; native shells on every platform. | The vendor's cloud. | ## Why ibl.ai - **Your Code. Your Data.** — Full ownership, zero vendor lock-in ([more](https://ibl.ai/full-code-license)) - **Any LLM, Your Choice** — Air-gapped or any cloud provider’s ([more](https://ibl.ai/self-hosted-ai)) - **85% Lower Cost** — Significantly cheaper at scale ([more](https://ibl.ai/ai-cost-calculator)) - **Engineers Included** — Our team builds it with yours ([more](https://ibl.ai/service/ai-transformation)) Agentic CRM by ibl.ai is the open-source CRM for organizations on the ibl.ai platform: people, organizations, deals, activities and tags, for every organization you belong to, with single sign-on and roles built in. The platform's AI agents read the pipeline, so a question about an account or a deal is answered from the record itself. Deployed in your infrastructure with your keys and your controls—including full code access. ## For The team that works the pipeline: The Pipeline, Worked by Agents ### People and organizations People and organizations with lifecycle stage, owner, emails, phones and tags; duplicates merged; a timeline on every record of calls, meetings, emails, notes and tasks. ### Deals on a board Drag a deal between stages on a Kanban board, or filter the table by status, owner, source and tags. Columns show count, value and win probability; stale deals are flagged automatically. ### Agents that read the pipeline The platform's agents answer from the actual record. For example: "Which deals have gone stale in Negotiation?" or "Summarize everything we know about this organization before the call." ### Result Less time updating the CRM, more time on the relationships in it. ## For Managers: One Dashboard, Every Organization ### The dashboard Open deals, pipeline and weighted value, won this month, work due today, deals by stage and won versus lost over six months, with a period picker. ### Pipelines you define A seeded default pipeline (New, Qualified, Proposal, Negotiation, Won or Lost) and your own: reorder stages, set probabilities and terminal flags, track lead sources. ### Every organization you belong to Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles. ### Ask the agent Routine questions get answered from the record. For example: "Which new leads have no owner?" ### Result A pipeline you can trust, without a reporting project to see it. ## For Administrators & IT: A CRM You Own ### Open source, self-hostable MIT-licensed. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy—no second database, no vendor lock-in. ### Runs in your environment Deploy on-prem or in your cloud (AWS, Azure, GCP, GovCloud), or let ibl.ai host it. Your VPC, your KMS, your IAM. ### SSO, roles and audit ibl.ai sign-in; CRM Viewer, User, Manager and Inviter roles assigned in the platform's Management surface; notifications and field-change history on every record. ### Connected to what you already run The platform's connectors and MCP servers reach the SIS or ERP, the LMS, email and the credential wallet, so the CRM reads and feeds the systems around it rather than copying them. ### No per-seat pricing Cost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill. ### Result A CRM the organization owns, on every platform, with one codebase. ## What's Inside Agentic CRM (Highlights) ### People People and organizations with lifecycle stage, owner, job title, emails, phones and tags ### Organizations Accounts with address, owner and tags, and the people, deals and timeline that belong to them ### Deals & pipelines Kanban and table views, stage stepper, won or lost with reason, value, currency and expected close ### Activities Calls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views ### Search & views Server-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything ### Invite, link, merge Turn a lead into a platform user by invitation, link a person to an existing user, merge duplicates ### Agents The platform's agents answer from the pipeline, with each user's role enforced on every query ### Every platform Web today; macOS, Windows, Linux and iOS via Tauri 2, one codebase ## Why Agentic CRM Instead of a SaaS CRM? ### Ownership Agentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled ### Pricing Agentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month ### AI in the pipeline Agentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any ### Sign-in and roles Agentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage ### Where it runs Agentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud ### Integration Agentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors ## Benefits That Drive Impact ### The team that works the pipeline A pipeline that updates itself and an agent that answers from it. ### Managers One dashboard across every organization, and no reporting project to see it. ### Leadership Own the CRM, drop the per-seat bill, and keep the data wherever the contract goes. ## Part of the ibl.ai platform Agentic CRM handles the relationship; Agentic SIS keeps the record once someone enrolls or is hired; Agentic LMS teaches them; Agentic Wallet holds what they earn; and Agentic OS runs the agents that read all of them. One sign-in, one set of roles, one platform you own. ## Experience Agentic CRM Today ### Start for Free Open crm.iblai.me with the free plan and add your first people and deals ### Run It Yourself Clone github.com/iblai/crm and deploy it in your own infrastructure ### Schedule a Demo See Agentic CRM with your pipeline and your questions ## By Sector This page has a sector selector. Every sector is listed below with its own URL; where a sector's body differs from the one above, it is reproduced in full — that is the content a visitor sees after choosing that sector. ### Higher Education > Source: https://ibl.ai/product/agentic-crm/higher-education The CRM a university runs itself: prospects, applicants, alumni and partners in one open-source system, with ibl.ai single sign-on and AI agents that work the admissions and advancement pipelines. On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network. Agentic CRM by ibl.ai is the relationship record for an institution that wants to own it: every prospect, applicant, parent, alumnus and employer partner, with the deals, activities and tags that go with them. The platform's AI agents read that pipeline, so admissions, advancement or a career office gets an answer grounded in the actual record. Deployed in your infrastructure with your keys and your controls—including full code access. #### For Admissions, advancement and career services: The Pipeline, Worked by Agents ##### People and organizations Prospects, applicants, alumni and employer partners with lifecycle stage, owner, emails, phones and tags; duplicates merged; a timeline on every record of calls, meetings, emails, notes and tasks. ##### Applications, gifts and partnerships on a board Drag an application, a gift or a partnership between stages on a Kanban board, or filter the table by status, owner, source and tags. Columns show count, value and win probability; stale applications, gifts and partnerships are flagged automatically. ##### Agents that read the pipeline The platform's agents answer from the actual record. For example: "Which admitted students have not deposited and were last contacted more than two weeks ago?" or "Draft a follow-up to the alumni who attended last night's event." ##### Result Less time updating the CRM, more time on the relationships in it. #### For Managers: One Dashboard, Every Organization ##### The dashboard Open applications, gifts and partnerships, pipeline and weighted value, won this month, work due today, applications, gifts and partnerships by stage and won versus lost over six months, with a period picker. ##### Pipelines you define A seeded default pipeline (New, Qualified, Proposal, Negotiation, Won or Lost) and your own: reorder stages, set probabilities and terminal flags, track lead sources. ##### Every organization you belong to Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles. ##### Ask the agent Routine questions get answered from the record. For example: "Which employer partners posted a role this month and have no owner?" ##### Result A pipeline you can trust, without a reporting project to see it. #### For Administrators & IT: A CRM You Own ##### Open source, self-hostable MIT-licensed. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy—no second database, no vendor lock-in. ##### Runs in your environment Deploy on-prem or in your cloud (AWS, Azure, GCP, GovCloud), or let ibl.ai host it. Your VPC, your KMS, your IAM. ##### SSO, roles and audit ibl.ai sign-in; CRM Viewer, User, Manager and Inviter roles assigned in the platform's Management surface; notifications and field-change history on every record. ##### Connected to what you already run The platform's connectors and MCP servers reach the SIS, the LMS, email and the credential wallet, so the CRM reads and feeds the systems around it rather than copying them. ##### No per-seat pricing Cost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill. ##### Result A CRM the organization owns, on every platform, with one codebase. #### What's Inside Agentic CRM (Highlights) ##### People Prospects, applicants, alumni and employer partners with lifecycle stage, owner, job title, emails, phones and tags ##### Organizations Accounts with address, owner and tags, and the people, deals and timeline that belong to them ##### Deals & pipelines Kanban and table views, stage stepper, won or lost with reason, value, currency and expected close ##### Activities Calls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views ##### Search & views Server-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything ##### Invite, link, merge Turn a lead into a platform user by invitation, link a person to an existing user, merge duplicates ##### Agents The platform's agents answer from the pipeline, with each user's role enforced on every query ##### Every platform Web today; macOS, Windows, Linux and iOS via Tauri 2, one codebase #### Why Agentic CRM Instead of a SaaS CRM? ##### Ownership Agentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled ##### Pricing Agentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month ##### AI in the pipeline Agentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any ##### Sign-in and roles Agentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage ##### Where it runs Agentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud ##### Integration Agentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors #### Benefits That Drive Impact ##### Admissions, advancement and career services A pipeline that updates itself and an agent that answers from it. ##### Managers One dashboard across every organization, and no reporting project to see it. ##### Leadership Own the CRM, drop the per-seat bill, and keep the data wherever the contract goes. #### Part of the ibl.ai platform Agentic CRM handles the relationship; Agentic SIS keeps the record once someone enrolls or is hired; Agentic LMS teaches them; Agentic Wallet holds what they earn; and Agentic OS runs the agents that read all of them. One sign-in, one set of roles, one platform you own. #### Experience Agentic CRM Today ##### Start for Free Open crm.iblai.me with the free plan and add your first people and deals ##### Run It Yourself Clone github.com/iblai/crm and deploy it in your own infrastructure ##### Schedule a Demo See Agentic CRM with your pipeline and your questions ### Corporate > Source: https://ibl.ai/product/agentic-crm/corporate An open-source CRM for the enterprise: leads, accounts, deals and activities with ibl.ai single sign-on and roles, AI agents that work the pipeline, and no per-seat fee. On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network. Agentic CRM by ibl.ai is the pipeline your sales and customer teams own: people, organizations, deals, activities and tags, scoped to every organization you belong to. The platform's AI agents read that pipeline, so a rep, a manager or customer success gets an answer grounded in the actual record. Deployed in your infrastructure with your keys and your controls—including full code access. #### For Sales, customer success and marketing: The Pipeline, Worked by Agents ##### People and organizations Leads, customers and accounts with lifecycle stage, owner, emails, phones and tags; duplicates merged; a timeline on every record of calls, meetings, emails, notes and tasks. ##### Deals and renewals on a board Drag a deal between stages on a Kanban board, or filter the table by status, owner, source and tags. Columns show count, value and win probability; stale deals and renewals are flagged automatically. ##### Agents that read the pipeline The platform's agents answer from the actual record. For example: "Which deals over $50,000 have gone stale in Negotiation?" or "Summarize everything we know about this account before the renewal call." ##### Result Less time updating the CRM, more time on the relationships in it. #### For Managers: One Dashboard, Every Organization ##### The dashboard Open deals and renewals, pipeline and weighted value, won this month, work due today, deals and renewals by stage and won versus lost over six months, with a period picker. ##### Pipelines you define A seeded default pipeline (New, Qualified, Proposal, Negotiation, Won or Lost) and your own: reorder stages, set probabilities and terminal flags, track lead sources. ##### Every organization you belong to Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles. ##### Ask the agent Routine questions get answered from the record. For example: "Which leads from the webinar have no owner?" ##### Result A pipeline you can trust, without a reporting project to see it. #### For Administrators & IT: A CRM You Own ##### Open source, self-hostable MIT-licensed. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy—no second database, no vendor lock-in. ##### Runs in your environment Deploy on-prem or in your cloud (AWS, Azure, GCP, GovCloud), or let ibl.ai host it. Your VPC, your KMS, your IAM. ##### SSO, roles and audit ibl.ai sign-in; CRM Viewer, User, Manager and Inviter roles assigned in the platform's Management surface; notifications and field-change history on every record. ##### Connected to what you already run The platform's connectors and MCP servers reach the ERP, support, email and the HRIS, so the CRM reads and feeds the systems around it rather than copying them. ##### No per-seat pricing Cost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill. ##### Result A CRM the organization owns, on every platform, with one codebase. #### What's Inside Agentic CRM (Highlights) ##### People Leads, customers and accounts with lifecycle stage, owner, job title, emails, phones and tags ##### Organizations Accounts with address, owner and tags, and the people, deals and timeline that belong to them ##### Deals & pipelines Kanban and table views, stage stepper, won or lost with reason, value, currency and expected close ##### Activities Calls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views ##### Search & views Server-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything ##### Invite, link, merge Turn a lead into a platform user by invitation, link a person to an existing user, merge duplicates ##### Agents The platform's agents answer from the pipeline, with each user's role enforced on every query ##### Every platform Web today; macOS, Windows, Linux and iOS via Tauri 2, one codebase #### Why Agentic CRM Instead of a SaaS CRM? ##### Ownership Agentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled ##### Pricing Agentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month ##### AI in the pipeline Agentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any ##### Sign-in and roles Agentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage ##### Where it runs Agentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud ##### Integration Agentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors #### Benefits That Drive Impact ##### Sales, customer success and marketing A pipeline that updates itself and an agent that answers from it. ##### Managers One dashboard across every organization, and no reporting project to see it. ##### Leadership Own the CRM, drop the per-seat bill, and keep the data wherever the contract goes. #### Part of the ibl.ai platform Agentic CRM handles the relationship; Agentic SIS keeps the record once someone enrolls or is hired; Agentic LMS teaches them; Agentic Wallet holds what they earn; and Agentic OS runs the agents that read all of them. One sign-in, one set of roles, one platform you own. #### Experience Agentic CRM Today ##### Start for Free Open crm.iblai.me with the free plan and add your first people and deals ##### Run It Yourself Clone github.com/iblai/crm and deploy it in your own infrastructure ##### Schedule a Demo See Agentic CRM with your pipeline and your questions ### Small Business > Source: https://ibl.ai/product/agentic-crm/small-business A CRM a small team can run without IT: customers, deals and follow-ups in one open-source system, with an AI agent that works the pipeline, at a flat rate instead of per seat. On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network. Agentic CRM by ibl.ai is the customer record for a small business: every customer, every quote, every follow-up and every tag, in one place the whole team shares. The platform's AI agent reads that pipeline, so the owner asks a question and gets the answer from the actual record. Hosted by ibl.ai or deployed on your own infrastructure—including full code access. #### For The owner and the front office: The Pipeline, Worked by Agents ##### People and organizations Customers and prospects with lifecycle stage, owner, emails, phones and tags; duplicates merged; a timeline on every record of calls, meetings, emails, notes and tasks. ##### Quotes and jobs on a board Drag a quote or a job between stages on a Kanban board, or filter the table by status, owner, source and tags. Columns show count, value and win probability; stale quotes and jobs are flagged automatically. ##### Agents that read the pipeline The platform's agents answer from the actual record. For example: "Who asked for a quote last week and has not heard back?" or "Which customers have not ordered in six months?" ##### Result Less time updating the CRM, more time on the relationships in it. #### For Managers: One Dashboard, Every Organization ##### The dashboard Open quotes and jobs, pipeline and weighted value, won this month, work due today, quotes and jobs by stage and won versus lost over six months, with a period picker. ##### Pipelines you define A seeded default pipeline (New, Qualified, Proposal, Negotiation, Won or Lost) and your own: reorder stages, set probabilities and terminal flags, track lead sources. ##### Every organization you belong to Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles. ##### Ask the agent Routine questions get answered from the record. For example: "Draft the follow-up for today's open quotes." ##### Result A pipeline you can trust, without a reporting project to see it. #### For Administrators & IT: A CRM You Own ##### Open source, self-hostable MIT-licensed. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy—no second database, no vendor lock-in. ##### Runs in your environment Deploy on-prem or in your cloud (AWS, Azure, GCP, GovCloud), or let ibl.ai host it. Your VPC, your KMS, your IAM. ##### SSO, roles and audit ibl.ai sign-in; CRM Viewer, User, Manager and Inviter roles assigned in the platform's Management surface; notifications and field-change history on every record. ##### Connected to what you already run The platform's connectors and MCP servers reach invoicing, scheduling and email, so the CRM reads and feeds the systems around it rather than copying them. ##### No per-seat pricing Cost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill. ##### Result A CRM the organization owns, on every platform, with one codebase. #### What's Inside Agentic CRM (Highlights) ##### People Customers and prospects with lifecycle stage, owner, job title, emails, phones and tags ##### Organizations Accounts with address, owner and tags, and the people, deals and timeline that belong to them ##### Deals & pipelines Kanban and table views, stage stepper, won or lost with reason, value, currency and expected close ##### Activities Calls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views ##### Search & views Server-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything ##### Invite, link, merge Turn a lead into a platform user by invitation, link a person to an existing user, merge duplicates ##### Agents The platform's agents answer from the pipeline, with each user's role enforced on every query ##### Every platform Web today; macOS, Windows, Linux and iOS via Tauri 2, one codebase #### Why Agentic CRM Instead of a SaaS CRM? ##### Ownership Agentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled ##### Pricing Agentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month ##### AI in the pipeline Agentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any ##### Sign-in and roles Agentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage ##### Where it runs Agentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud ##### Integration Agentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors #### Benefits That Drive Impact ##### The owner and the front office A pipeline that updates itself and an agent that answers from it. ##### Managers One dashboard across every organization, and no reporting project to see it. ##### Leadership Own the CRM, drop the per-seat bill, and keep the data wherever the contract goes. #### Part of the ibl.ai platform Agentic CRM handles the relationship; Agentic SIS keeps the record once someone enrolls or is hired; Agentic LMS teaches them; Agentic Wallet holds what they earn; and Agentic OS runs the agents that read all of them. One sign-in, one set of roles, one platform you own. #### Experience Agentic CRM Today ##### Start for Free Open crm.iblai.me with the free plan and add your first people and deals ##### Run It Yourself Clone github.com/iblai/crm and deploy it in your own infrastructure ##### Schedule a Demo See Agentic CRM with your pipeline and your questions ### K-12 > Source: https://ibl.ai/product/agentic-crm/k12 The CRM a district or school runs itself: families, enrollment inquiries, donors and community partners in one open-source system, with ibl.ai single sign-on and AI agents that work the pipeline. On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network. Agentic CRM by ibl.ai is the relationship record for a school or district: prospective families, enrollment inquiries, donors, vendors and community partners, with the activities and tags that go with them. The platform's AI agents read that pipeline, so enrollment, development or the front office gets an answer grounded in the actual record. Deployed in your infrastructure with your keys and your controls—including full code access. #### For Enrollment, development and the front office: The Pipeline, Worked by Agents ##### People and organizations Families, donors and community partners with lifecycle stage, owner, emails, phones and tags; duplicates merged; a timeline on every record of calls, meetings, emails, notes and tasks. ##### Enrollments, gifts and partnerships on a board Drag an enrollment, a gift or a partnership between stages on a Kanban board, or filter the table by status, owner, source and tags. Columns show count, value and win probability; stale enrollments, gifts and partnerships are flagged automatically. ##### Agents that read the pipeline The platform's agents answer from the actual record. For example: "Which families toured in March and have not applied?" or "Draft the thank-you notes for this week's donors." ##### Result Less time updating the CRM, more time on the relationships in it. #### For Managers: One Dashboard, Every Organization ##### The dashboard Open enrollments, gifts and partnerships, pipeline and weighted value, won this month, work due today, enrollments, gifts and partnerships by stage and won versus lost over six months, with a period picker. ##### Pipelines you define A seeded default pipeline (New, Qualified, Proposal, Negotiation, Won or Lost) and your own: reorder stages, set probabilities and terminal flags, track lead sources. ##### Every organization you belong to Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles. ##### Ask the agent Routine questions get answered from the record. For example: "Which partners have an agreement expiring this year?" ##### Result A pipeline you can trust, without a reporting project to see it. #### For Administrators & IT: A CRM You Own ##### Open source, self-hostable MIT-licensed. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy—no second database, no vendor lock-in. ##### Runs in your environment Deploy on-prem or in your cloud (AWS, Azure, GCP, GovCloud), or let ibl.ai host it. Your VPC, your KMS, your IAM. ##### SSO, roles and audit ibl.ai sign-in; CRM Viewer, User, Manager and Inviter roles assigned in the platform's Management surface; notifications and field-change history on every record. ##### Connected to what you already run The platform's connectors and MCP servers reach the SIS, email and the credential wallet, so the CRM reads and feeds the systems around it rather than copying them. ##### No per-seat pricing Cost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill. ##### Result A CRM the organization owns, on every platform, with one codebase. #### What's Inside Agentic CRM (Highlights) ##### People Families, donors and community partners with lifecycle stage, owner, job title, emails, phones and tags ##### Organizations Accounts with address, owner and tags, and the people, deals and timeline that belong to them ##### Deals & pipelines Kanban and table views, stage stepper, won or lost with reason, value, currency and expected close ##### Activities Calls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views ##### Search & views Server-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything ##### Invite, link, merge Turn a lead into a platform user by invitation, link a person to an existing user, merge duplicates ##### Agents The platform's agents answer from the pipeline, with each user's role enforced on every query ##### Every platform Web today; macOS, Windows, Linux and iOS via Tauri 2, one codebase #### Why Agentic CRM Instead of a SaaS CRM? ##### Ownership Agentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled ##### Pricing Agentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month ##### AI in the pipeline Agentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any ##### Sign-in and roles Agentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage ##### Where it runs Agentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud ##### Integration Agentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors #### Benefits That Drive Impact ##### Enrollment, development and the front office A pipeline that updates itself and an agent that answers from it. ##### Managers One dashboard across every organization, and no reporting project to see it. ##### Leadership Own the CRM, drop the per-seat bill, and keep the data wherever the contract goes. #### Part of the ibl.ai platform Agentic CRM handles the relationship; Agentic SIS keeps the record once someone enrolls or is hired; Agentic LMS teaches them; Agentic Wallet holds what they earn; and Agentic OS runs the agents that read all of them. One sign-in, one set of roles, one platform you own. #### Experience Agentic CRM Today ##### Start for Free Open crm.iblai.me with the free plan and add your first people and deals ##### Run It Yourself Clone github.com/iblai/crm and deploy it in your own infrastructure ##### Schedule a Demo See Agentic CRM with your pipeline and your questions ### Government > Source: https://ibl.ai/product/agentic-crm/government An open-source CRM for agencies: constituents, cases, vendors and partners with ibl.ai single sign-on and roles, AI agents that work the queue, deployable on GovCloud or air-gapped. On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network. Agentic CRM by ibl.ai is the relationship record for a public agency: constituents, employers, vendors and partner organizations, with the cases, activities and tags that go with them. The platform's AI agents read that record, so a caseworker or a program lead gets an answer grounded in the actual history. Deployed on GovCloud, on-premise or air-gapped, with your keys and your controls—including full code access. #### For Program staff, caseworkers and procurement: The Pipeline, Worked by Agents ##### People and organizations Constituents, employers and vendors with lifecycle stage, owner, emails, phones and tags; duplicates merged; a timeline on every record of calls, meetings, emails, notes and tasks. ##### Cases and agreements on a board Drag a case or an agreement between stages on a Kanban board, or filter the table by status, owner, source and tags. Columns show count, value and win probability; stale cases and agreements are flagged automatically. ##### Agents that read the pipeline The platform's agents answer from the actual record. For example: "Which open cases have had no activity in 30 days?" or "Summarize this employer's history with the program before the site visit." ##### Result Less time updating the CRM, more time on the relationships in it. #### For Managers: One Dashboard, Every Organization ##### The dashboard Open cases and agreements, pipeline and weighted value, won this month, work due today, cases and agreements by stage and won versus lost over six months, with a period picker. ##### Pipelines you define A seeded default pipeline (New, Qualified, Proposal, Negotiation, Won or Lost) and your own: reorder stages, set probabilities and terminal flags, track lead sources. ##### Every organization you belong to Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles. ##### Ask the agent Routine questions get answered from the record. For example: "Which vendor agreements renew this quarter?" ##### Result A pipeline you can trust, without a reporting project to see it. #### For Administrators & IT: A CRM You Own ##### Open source, self-hostable MIT-licensed. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy—no second database, no vendor lock-in. ##### Runs in your environment Deploy on-prem or in your cloud (AWS, Azure, GCP, GovCloud), or let ibl.ai host it. Your VPC, your KMS, your IAM. ##### SSO, roles and audit ibl.ai sign-in; CRM Viewer, User, Manager and Inviter roles assigned in the platform's Management surface; notifications and field-change history on every record. ##### Connected to what you already run The platform's connectors and MCP servers reach case management, the HRIS and email, so the CRM reads and feeds the systems around it rather than copying them. ##### No per-seat pricing Cost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill. ##### Result A CRM the organization owns, on every platform, with one codebase. #### What's Inside Agentic CRM (Highlights) ##### People Constituents, employers and vendors with lifecycle stage, owner, job title, emails, phones and tags ##### Organizations Accounts with address, owner and tags, and the people, deals and timeline that belong to them ##### Deals & pipelines Kanban and table views, stage stepper, won or lost with reason, value, currency and expected close ##### Activities Calls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views ##### Search & views Server-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything ##### Invite, link, merge Turn a lead into a platform user by invitation, link a person to an existing user, merge duplicates ##### Agents The platform's agents answer from the pipeline, with each user's role enforced on every query ##### Every platform Web today; macOS, Windows, Linux and iOS via Tauri 2, one codebase #### Why Agentic CRM Instead of a SaaS CRM? ##### Ownership Agentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled ##### Pricing Agentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month ##### AI in the pipeline Agentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any ##### Sign-in and roles Agentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage ##### Where it runs Agentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud ##### Integration Agentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors #### Benefits That Drive Impact ##### Program staff, caseworkers and procurement A pipeline that updates itself and an agent that answers from it. ##### Managers One dashboard across every organization, and no reporting project to see it. ##### Leadership Own the CRM, drop the per-seat bill, and keep the data wherever the contract goes. #### Part of the ibl.ai platform Agentic CRM handles the relationship; Agentic SIS keeps the record once someone enrolls or is hired; Agentic LMS teaches them; Agentic Wallet holds what they earn; and Agentic OS runs the agents that read all of them. One sign-in, one set of roles, one platform you own. #### Experience Agentic CRM Today ##### Start for Free Open crm.iblai.me with the free plan and add your first people and deals ##### Run It Yourself Clone github.com/iblai/crm and deploy it in your own infrastructure ##### Schedule a Demo See Agentic CRM with your pipeline and your questions ### Legal > Source: https://ibl.ai/product/agentic-crm/legal An open-source CRM for law firms: clients, referral sources, matters in intake and business development, with ibl.ai single sign-on, privilege-aware roles and AI agents that work the pipeline. On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network. Agentic CRM by ibl.ai is the relationship record for a firm: clients, prospects, referral sources and co-counsel, with the intake matters, activities and tags that go with them. The platform's AI agents read that pipeline, so a partner, business development or intake gets an answer grounded in the actual record. Deployed in your infrastructure with your keys and your controls—including full code access. #### For Partners, business development and intake: The Pipeline, Worked by Agents ##### People and organizations Clients, prospects and referral sources with lifecycle stage, owner, emails, phones and tags; duplicates merged; a timeline on every record of calls, meetings, emails, notes and tasks. ##### Matters in intake and engagements on a board Drag a matter in intake between stages on a Kanban board, or filter the table by status, owner, source and tags. Columns show count, value and win probability; stale matters in intake and engagements are flagged automatically. ##### Agents that read the pipeline The platform's agents answer from the actual record. For example: "Which referral sources sent us work last year and nothing this year?" or "Summarize our history with this client before the pitch." ##### Result Less time updating the CRM, more time on the relationships in it. #### For Managers: One Dashboard, Every Organization ##### The dashboard Open matters in intake and engagements, pipeline and weighted value, won this month, work due today, matters in intake and engagements by stage and won versus lost over six months, with a period picker. ##### Pipelines you define A seeded default pipeline (New, Qualified, Proposal, Negotiation, Won or Lost) and your own: reorder stages, set probabilities and terminal flags, track lead sources. ##### Every organization you belong to Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles. ##### Ask the agent Routine questions get answered from the record. For example: "Which intake matters are waiting on a conflicts check?" ##### Result A pipeline you can trust, without a reporting project to see it. #### For Administrators & IT: A CRM You Own ##### Open source, self-hostable MIT-licensed. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy—no second database, no vendor lock-in. ##### Runs in your environment Deploy on-prem or in your cloud (AWS, Azure, GCP, GovCloud), or let ibl.ai host it. Your VPC, your KMS, your IAM. ##### SSO, roles and audit ibl.ai sign-in; CRM Viewer, User, Manager and Inviter roles assigned in the platform's Management surface; notifications and field-change history on every record. ##### Connected to what you already run The platform's connectors and MCP servers reach the matter system, billing and email, so the CRM reads and feeds the systems around it rather than copying them. ##### No per-seat pricing Cost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill. ##### Result A CRM the organization owns, on every platform, with one codebase. #### What's Inside Agentic CRM (Highlights) ##### People Clients, prospects and referral sources with lifecycle stage, owner, job title, emails, phones and tags ##### Organizations Accounts with address, owner and tags, and the people, deals and timeline that belong to them ##### Deals & pipelines Kanban and table views, stage stepper, won or lost with reason, value, currency and expected close ##### Activities Calls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views ##### Search & views Server-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything ##### Invite, link, merge Turn a lead into a platform user by invitation, link a person to an existing user, merge duplicates ##### Agents The platform's agents answer from the pipeline, with each user's role enforced on every query ##### Every platform Web today; macOS, Windows, Linux and iOS via Tauri 2, one codebase #### Why Agentic CRM Instead of a SaaS CRM? ##### Ownership Agentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled ##### Pricing Agentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month ##### AI in the pipeline Agentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any ##### Sign-in and roles Agentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage ##### Where it runs Agentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud ##### Integration Agentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors #### Benefits That Drive Impact ##### Partners, business development and intake A pipeline that updates itself and an agent that answers from it. ##### Managers One dashboard across every organization, and no reporting project to see it. ##### Leadership Own the CRM, drop the per-seat bill, and keep the data wherever the contract goes. #### Part of the ibl.ai platform Agentic CRM handles the relationship; Agentic SIS keeps the record once someone enrolls or is hired; Agentic LMS teaches them; Agentic Wallet holds what they earn; and Agentic OS runs the agents that read all of them. One sign-in, one set of roles, one platform you own. #### Experience Agentic CRM Today ##### Start for Free Open crm.iblai.me with the free plan and add your first people and deals ##### Run It Yourself Clone github.com/iblai/crm and deploy it in your own infrastructure ##### Schedule a Demo See Agentic CRM with your pipeline and your questions ### Financial Services > Source: https://ibl.ai/product/agentic-crm/financial-services An open-source CRM for banks, insurers and advisors: clients, households, opportunities and activities with ibl.ai single sign-on, roles and audit trails, and AI agents that work the book. On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network. Agentic CRM by ibl.ai is the relationship record for a regulated firm: clients, households, prospects and partners, with the opportunities, activities and tags that go with them. The platform's AI agents read that book, so an advisor, a branch manager or compliance gets an answer grounded in the actual record, with every change logged. Deployed in your infrastructure with your keys and your controls—including full code access. #### For Advisors, branch managers and compliance: The Pipeline, Worked by Agents ##### People and organizations Clients, households and prospects with lifecycle stage, owner, emails, phones and tags; duplicates merged; a timeline on every record of calls, meetings, emails, notes and tasks. ##### Opportunities and renewals on a board Drag an opportunity between stages on a Kanban board, or filter the table by status, owner, source and tags. Columns show count, value and win probability; stale opportunities and renewals are flagged automatically. ##### Agents that read the pipeline The platform's agents answer from the actual record. For example: "Which clients have a policy renewing in 60 days and no scheduled review?" or "Summarize this household's accounts and recent contacts before the meeting." ##### Result Less time updating the CRM, more time on the relationships in it. #### For Managers: One Dashboard, Every Organization ##### The dashboard Open opportunities and renewals, pipeline and weighted value, won this month, work due today, opportunities and renewals by stage and won versus lost over six months, with a period picker. ##### Pipelines you define A seeded default pipeline (New, Qualified, Proposal, Negotiation, Won or Lost) and your own: reorder stages, set probabilities and terminal flags, track lead sources. ##### Every organization you belong to Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles. ##### Ask the agent Routine questions get answered from the record. For example: "Which opportunities over $1 million have gone stale?" ##### Result A pipeline you can trust, without a reporting project to see it. #### For Administrators & IT: A CRM You Own ##### Open source, self-hostable MIT-licensed. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy—no second database, no vendor lock-in. ##### Runs in your environment Deploy on-prem or in your cloud (AWS, Azure, GCP, GovCloud), or let ibl.ai host it. Your VPC, your KMS, your IAM. ##### SSO, roles and audit ibl.ai sign-in; CRM Viewer, User, Manager and Inviter roles assigned in the platform's Management surface; notifications and field-change history on every record. ##### Connected to what you already run The platform's connectors and MCP servers reach core banking, the policy system and email, so the CRM reads and feeds the systems around it rather than copying them. ##### No per-seat pricing Cost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill. ##### Result A CRM the organization owns, on every platform, with one codebase. #### What's Inside Agentic CRM (Highlights) ##### People Clients, households and prospects with lifecycle stage, owner, job title, emails, phones and tags ##### Organizations Accounts with address, owner and tags, and the people, deals and timeline that belong to them ##### Deals & pipelines Kanban and table views, stage stepper, won or lost with reason, value, currency and expected close ##### Activities Calls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views ##### Search & views Server-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything ##### Invite, link, merge Turn a lead into a platform user by invitation, link a person to an existing user, merge duplicates ##### Agents The platform's agents answer from the pipeline, with each user's role enforced on every query ##### Every platform Web today; macOS, Windows, Linux and iOS via Tauri 2, one codebase #### Why Agentic CRM Instead of a SaaS CRM? ##### Ownership Agentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled ##### Pricing Agentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month ##### AI in the pipeline Agentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any ##### Sign-in and roles Agentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage ##### Where it runs Agentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud ##### Integration Agentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors #### Benefits That Drive Impact ##### Advisors, branch managers and compliance A pipeline that updates itself and an agent that answers from it. ##### Managers One dashboard across every organization, and no reporting project to see it. ##### Leadership Own the CRM, drop the per-seat bill, and keep the data wherever the contract goes. #### Part of the ibl.ai platform Agentic CRM handles the relationship; Agentic SIS keeps the record once someone enrolls or is hired; Agentic LMS teaches them; Agentic Wallet holds what they earn; and Agentic OS runs the agents that read all of them. One sign-in, one set of roles, one platform you own. #### Experience Agentic CRM Today ##### Start for Free Open crm.iblai.me with the free plan and add your first people and deals ##### Run It Yourself Clone github.com/iblai/crm and deploy it in your own infrastructure ##### Schedule a Demo See Agentic CRM with your pipeline and your questions ### Healthcare > Source: https://ibl.ai/product/agentic-crm/healthcare An open-source CRM for hospitals and health systems: referring physicians, employers, payers and community partners with ibl.ai single sign-on, HIPAA-ready roles and AI agents that work the pipeline. On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network. Agentic CRM by ibl.ai is the relationship record for a health system's outreach: referring physicians, employer clients, payers, donors and community partners, with the activities and tags that go with them. The platform's AI agents read that record, so physician relations, business development or the foundation gets an answer grounded in the actual history. Deployed in your infrastructure with your keys and your controls—including full code access. #### For Physician relations, business development and the foundation: The Pipeline, Worked by Agents ##### People and organizations Referring physicians, employers and payers with lifecycle stage, owner, emails, phones and tags; duplicates merged; a timeline on every record of calls, meetings, emails, notes and tasks. ##### Referral relationships and contracts on a board Drag a referral relationship or a contract between stages on a Kanban board, or filter the table by status, owner, source and tags. Columns show count, value and win probability; stale referral relationships and contracts are flagged automatically. ##### Agents that read the pipeline The platform's agents answer from the actual record. For example: "Which referring practices sent fewer patients this quarter than last?" or "Summarize our contacts with this employer before the renewal." ##### Result Less time updating the CRM, more time on the relationships in it. #### For Managers: One Dashboard, Every Organization ##### The dashboard Open referral relationships and contracts, pipeline and weighted value, won this month, work due today, referral relationships and contracts by stage and won versus lost over six months, with a period picker. ##### Pipelines you define A seeded default pipeline (New, Qualified, Proposal, Negotiation, Won or Lost) and your own: reorder stages, set probabilities and terminal flags, track lead sources. ##### Every organization you belong to Sign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles. ##### Ask the agent Routine questions get answered from the record. For example: "Which donors gave last year and have not been thanked this year?" ##### Result A pipeline you can trust, without a reporting project to see it. #### For Administrators & IT: A CRM You Own ##### Open source, self-hostable MIT-licensed. The records live in your ibl.ai organization, scoped by the platform's own multi-tenancy—no second database, no vendor lock-in. ##### Runs in your environment Deploy on-prem or in your cloud (AWS, Azure, GCP, GovCloud), or let ibl.ai host it. Your VPC, your KMS, your IAM. ##### SSO, roles and audit ibl.ai sign-in; CRM Viewer, User, Manager and Inviter roles assigned in the platform's Management surface; notifications and field-change history on every record. ##### Connected to what you already run The platform's connectors and MCP servers reach the EHR's referral data, credentialing and email, so the CRM reads and feeds the systems around it rather than copying them. ##### No per-seat pricing Cost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill. ##### Result A CRM the organization owns, on every platform, with one codebase. #### What's Inside Agentic CRM (Highlights) ##### People Referring physicians, employers and payers with lifecycle stage, owner, job title, emails, phones and tags ##### Organizations Accounts with address, owner and tags, and the people, deals and timeline that belong to them ##### Deals & pipelines Kanban and table views, stage stepper, won or lost with reason, value, currency and expected close ##### Activities Calls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views ##### Search & views Server-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything ##### Invite, link, merge Turn a lead into a platform user by invitation, link a person to an existing user, merge duplicates ##### Agents The platform's agents answer from the pipeline, with each user's role enforced on every query ##### Every platform Web today; macOS, Windows, Linux and iOS via Tauri 2, one codebase #### Why Agentic CRM Instead of a SaaS CRM? ##### Ownership Agentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled ##### Pricing Agentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month ##### AI in the pipeline Agentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any ##### Sign-in and roles Agentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage ##### Where it runs Agentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud ##### Integration Agentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors #### Benefits That Drive Impact ##### Physician relations, business development and the foundation A pipeline that updates itself and an agent that answers from it. ##### Managers One dashboard across every organization, and no reporting project to see it. ##### Leadership Own the CRM, drop the per-seat bill, and keep the data wherever the contract goes. #### Part of the ibl.ai platform Agentic CRM handles the relationship; Agentic SIS keeps the record once someone enrolls or is hired; Agentic LMS teaches them; Agentic Wallet holds what they earn; and Agentic OS runs the agents that read all of them. One sign-in, one set of roles, one platform you own. #### Experience Agentic CRM Today ##### Start for Free Open crm.iblai.me with the free plan and add your first people and deals ##### Run It Yourself Clone github.com/iblai/crm and deploy it in your own infrastructure ##### Schedule a Demo See Agentic CRM with your pipeline and your questions ## Run Agentic CRM on your own terms *Bring us a hard problem. Keep the code.* Start free on our cloud today, or take the whole codebase into your own infrastructure. Either way our engineers work alongside your team, and you own all the code and the data. [Get Started Free](https://ibl.ai/join-crm) · [Book a 30-minute demo](https://cal.com/iblai/30min) · [See what's inside](https://ibl.ai#built-with) ibl.ai is family-owned and operated from New York, NY — a U.S.-headquartered, domestically-owned long-term partner, not a vendor that sells licenses and moves on. · SOC 2 Type II certified --- *[View on ibl.ai](https://ibl.ai/product/agentic-crm)*