Your CRM, wherever your agents work.
Your customer records belong to the CRM, whichever interface you use. People work in the web and iOS apps. Connected agents work through the CRM’s tools, from AiAx Workspace or another compatible agent environment.
Connect the agent you work with
AiAx CRM exposes tools through an MCP integration. An authorised agent can use those tools within the scope granted for the task. Access is checked by the CRM when each request arrives.
Connect your environment and configure its access before use. The same customer context supports both the people using the apps and the agents working alongside them.
See what needs attention
Review opportunities with stale activity, missing close dates and upcoming decisions. Keep the relevant customer context with the work.
Prepare the next conversation
See the people, email conversations, meetings and opportunities connected to a company. Open AiAx Workspace from the CRM when you want to work with your agents.
Keep leadership informed
Bring pipeline, forecast and risk into an executive view. Keep currencies and source context clear.