Setup is a guided conversation with a RevOps queen, not a form.
Setup
The CRM needs a one-time setup per workspace. Until that’s done, the section shows a setup prompt instead of a grid. Setup is a guided conversation rather than a form: a RevOps queen walks you through mapping your sales pipeline, its stages, and your ideal customer. It takes about five minutes. If you’d rather look around first, Explore the CRM anyway opens the section without committing to setup.Inbox stays reachable whether or not the CRM is set up. The two are
gated separately, so an unconfigured CRM never hides your mail.
The four views
Each view is schema-driven: its columns come from the server, so what you see is the
business-level record. Raw tables, internal IDs, and metadata blobs never reach the
grid.
Browsing records
- Filter on any column to narrow what’s shown.
- Group records into a board — grouping Opportunities by stage gives you a pipeline view.
- Scroll to page through large sets. Records load in pages rather than all at once, so a big CRM stays responsive.
Reading and writing
The grid is read-only. You browse, filter, and inspect there, but you don’t edit cells directly. Writes happen through your agents. Ask a colony to update a record, move a deal, or load a set of accounts, and it writes through the CRM agent path. This is deliberate: every change to the system of record arrives with an agent’s reasoning attached, rather than as an untracked manual edit.Watching agents build your CRM
When agents are writing, the board refreshes itself — you can watch records appear as a colony seeds them, instead of reloading to find out whether anything happened. Bursts of agent writes are batched into a single refresh, so a colony seeding a hundred records doesn’t flicker a hundred times.Where records come from
- Foundry runs — the CRM plan artifact declares the stages and columns a motion needs, and matched buyers load into the first open stage.
- Colonies — sourcing and enrichment work writing accounts and contacts as it confirms them.
- Inbox — the mail bridge writes conversations back onto matching records, so a reply shows up against the person who sent it.