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

> 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.

**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 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

## 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

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*[View on ibl.ai](https://ibl.ai/product/agentic-crm/financial-services)*