How do the AI agents work the pipeline?

The platform's agents read the pipeline and answer from it: which deals have gone stale, what we know about an account before a call, which leads have no owner. Each query carries the asker's role, so a Viewer sees what a Viewer may see.

Where does the data live?

In your ibl.ai organization, scoped by the platform's own multi-tenancy. There is no second database and no vendor copy. Deploy it on your own infrastructure, on GovCloud or air-gapped, or let ibl.ai host it.

Which platforms does it run on?

One codebase: the web app today, and native shells for macOS, Windows, Linux and iOS via Tauri 2, with Android and published builds coming.

Usage or a flat license, never per seat. Giving the whole team a login does not change the shape of the bill. A free plan at crm.iblai.me lets you start today, or clone github.com/iblai/crm and run it yourself.

📅 Book a 30-min Demo 📞 Call/text (571) 293-0242

Agentic CRM

The CRM you own, worked by agents

Q: What is Agentic CRM?

Agentic CRM 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 ibl.ai single sign-on and roles built in. It is MIT-licensed and self-hostable.

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. No need to choose build vs. buy — you get both.

Sector:Higher Education Corporate Small Business K-12 Government Legal Financial Services Healthcare

1.6M+Platform Users

400+Organizations

“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 →

Want to read the source?View the code on GitHub →

We host itStart at $0 on the ibl.ai cloudFree tier with renewable monthly credits, no credit card, usage-based from there. Move to your own infrastructure anytime, nothing to rebuild.Hosted deployment See pricing

You own itTake the whole codebaseBackend 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

Available on

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 pipelineAsk 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-inSign 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 platformMIT-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	Agentic CRMThe code (MIT) and the data, in your own ibl.ai organization.	A SaaS CRMA subscription to the vendor's database.
Pricing	Agentic CRMUsage or a flat license; no per-seat fee.	A SaaS CRMPer user, per month, every month.
AI in the pipeline	Agentic CRMThe platform's agents answer from the record, role-scoped.	A SaaS CRMAn add-on tier, if any.
Sign-in and roles	Agentic CRMibl.ai SSO; Viewer, User, Manager and Inviter roles per organization.	A SaaS CRMAnother identity to manage.
Integration	Agentic CRMMCP connectors to the SIS, LMS, ERP and the systems around them.	A SaaS CRMA marketplace of paid connectors.
Where it runs	Agentic CRMYour cloud, on-premise or air-gapped, or hosted by ibl.ai; native shells on every platform.	A SaaS CRMThe vendor's cloud.

Your Code. Your Data.Full ownership, zero vendor lock-in

Any LLM, Your ChoiceAir-gapped or any cloud provider’s

85% Lower CostSignificantly cheaper at scale

Engineers IncludedOur team builds it with yours

MCP Architecture Guide for Financial Services

How to connect your financial systems (core banking, CRM, compliance, trading) to AI agents — with regulatory compliance.

Read the Guide

Models & Runtimes — any model, any agent runtime

Google Gemini Microsoft Copilot Amazon Bedrock OpenAI GPT Anthropic Claude OpenClaw NemoClaw

Services

AI Transformation Air-Gapped AI Studio Production

Agentic CRM — People, Organizations, Deals and Activities, on a CRM You Own

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 organizationsClients, 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 boardDrag 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 pipelineThe 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."

ResultLess time updating the CRM, more time on the relationships in it.

For Managers: One Dashboard, Every Organization

The dashboardOpen 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 defineA 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 toSign in once with ibl.ai and switch between all of your organizations, each with its own people, pipelines, deals and roles.

Ask the agentRoutine questions get answered from the record. For example: "Which opportunities over $1 million have gone stale?"

ResultA pipeline you can trust, without a reporting project to see it.

For Administrators & IT: A CRM You Own

Open source, self-hostableMIT-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 environmentDeploy 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 auditibl.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 runThe 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 pricingCost tracks usage, not the number of users, so giving the whole team a login does not change the shape of the bill.

ResultA CRM the organization owns, on every platform, with one codebase.

What's Inside Agentic CRM (Highlights)

PeopleClients, households and prospects with lifecycle stage, owner, job title, emails, phones and tags

OrganizationsAccounts with address, owner and tags, and the people, deals and timeline that belong to them

Deals & pipelinesKanban and table views, stage stepper, won or lost with reason, value, currency and expected close

ActivitiesCalls, meetings, emails, notes, tasks and deadlines on a timeline; overdue, today and upcoming views

Search & viewsServer-side search and sorting on every list; saved views with filters, sort and columns; ⌘K across everything

Invite, link, mergeTurn a lead into a platform user by invitation, link a person to an existing user, merge duplicates

AgentsThe platform's agents answer from the pipeline, with each user's role enforced on every query

Every platformWeb today; macOS, Windows, Linux and iOS via Tauri 2, one codebase

Why Agentic CRM Instead of a SaaS CRM?

OwnershipAgentic CRM: MIT-licensed, you own all the code and the data | SaaS CRM: Vendor-hosted, vendor-controlled

PricingAgentic CRM: Usage or flat license, no per-seat fee | SaaS CRM: Per user, per month, every month

AI in the pipelineAgentic CRM: Platform agents answer from the record, role-scoped | SaaS CRM: An add-on tier, if any

Sign-in and rolesAgentic CRM: ibl.ai SSO and roles, every organization you own | SaaS CRM: Another identity to manage

Where it runsAgentic CRM: Your cloud, on-premise or air-gapped | SaaS CRM: The vendor's cloud

IntegrationAgentic CRM: MCP connectors to the systems around it | SaaS CRM: A marketplace of paid connectors

Benefits That Drive Impact

Advisors, branch managers and complianceA pipeline that updates itself and an agent that answers from it.

ManagersOne dashboard across every organization, and no reporting project to see it.

LeadershipOwn 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 FreeOpen crm.iblai.me with the free plan and add your first people and deals

Run It YourselfClone github.com/iblai/crm and deploy it in your own infrastructure

Schedule a DemoSee Agentic CRM with your pipeline and your questions

What our partners say about us

Case Studies

Chris Gabriel | Google

Case Studies

Lorena Barba | George Washington University

Case Studies

Dr. Juana Mendenhall | Morehouse College

Juile Diop | MIT

Adam Tetelman | Nvidia

Jason Dom | American Public University System

Benjamin Breyer | Columbia University

Ken Fujiuchi | SUNY

Erika Digirolamo | Monroe College

David Flaten | SUNY

David Vise | Modern States Education Alliance

Linda Wood | ARM Institute (U.S. Department of Defense)

Case Studies

Chris Gabriel | Google

Case Studies

Lorena Barba | George Washington University

Case Studies

Dr. Juana Mendenhall | Morehouse College

Juile Diop | MIT

Adam Tetelman | Nvidia

Jason Dom | American Public University System

Benjamin Breyer | Columbia University

Ken Fujiuchi | SUNY

Erika Digirolamo | Monroe College

David Flaten | SUNY

David Vise | Modern States Education Alliance

Linda Wood | ARM Institute (U.S. Department of Defense)

Frequently Asked Questions

Bring us a hard problem. Keep the code.

Run Agentic CRM on your own terms

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 Book a 30-minute demo See what's inside

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