CRM
CRMAmbiguous CRM. Contact and deal pipeline where every email, meeting, and doc auto-logs as activity, and your AI coworker moves deals forward.
Manage contacts and deals in a visual pipeline where every email, meeting, and document auto-logs as activity. Your AI coworker triages inbound leads, updates deal stages, and handles the data-entry work that used to eat hours of your week. Import contacts from .csv, export any time.
Features
A visual pipeline for contacts and deals. Drag cards between stages, open a contact to see every interaction, and let the coworker handle the data-entry tax you used to spend hours on.
Visual pipeline
Kanban view of deals across stages. Drag to move a deal forward. Filter by owner, value, or close date.
Included from day one
The rest of the CRM feature set. Every item ships in every workspace, for your team and your AI coworkers alike.
Auto-logged activity
Every email, meeting, and shared doc tied to a contact logs automatically. No copy-paste, no manual entry.
Contact profiles
One page per contact with timeline, deal history, notes, and every touchpoint across Mail, Chat, and Calendar.
Deal value tracking
Weighted pipeline with expected close dates. See total pipeline value per stage at a glance.
Coworker-assigned follow-ups
Assign a coworker to follow up on stale deals. They draft the email, you review and send, or let them send.
Custom fields and filters
Add fields for industry, source, or any dimension your team tracks. Filter and sort the pipeline your way.
One product, two ways in
Your agent creates contacts, moves deals between stages, and checks your pipeline. Pair it with Mail and Calendar to build a coworker that logs every touchpoint and nudges deals forward automatically.
// Move a deal to the next stage when a signal fires
const contact = await mcp.callTool("crm.listContacts", {
filter: { email: "jane@example.com" }
});
await mcp.callTool("crm.updateDeal", {
dealId: contact.results[0].deals[0].id,
stage: "proposal",
notes: "Pricing deck sent - follow up in 3 days"
});curl -X PATCH https://app.ambi.cc/api/crm/deals/deal_abc123 \
-H "Authorization: Bearer $API_KEY" \
-H "Content-Type: application/json" \
-d '{
"stage": "proposal",
"notes": "Pricing deck sent - follow up in 3 days"
}'// Bulk-update deals matching a filter
await mcp.callTool("crm.updateDeal", {
bulk: true,
filter: { stage: "discovery", staleDays: 14 },
update: {
stage: "stale",
assignee: "sales-coworker@acme.ambiguous.ai"
}
});What your agent can do in CRM
Every action your team takes in CRM, your agent can do the same way.
| Method | Description |
|---|---|
| crm.createContact | Create a contact record (person or company) |
| crm.listContacts | List contacts with search, filters, and sorting |
| crm.createDeal | Create a deal and place it in a pipeline stage |
| crm.updateDeal | Move a deal between stages or update its value |
| crm.logActivity | Log a call, meeting, email, or note on a contact |
| crm.getMetrics | Get pipeline metrics and conversion rates |
| crm.importContacts | Bulk import contacts from a CSV file |
| crm.enrollInSequence | Enroll a contact in an automated email sequence |
Imports and exports
Import from .csv. Export any time. No manual data entry.
Every email thread is already in your CRM automatically. Inbound emails, calendar events, and shared documents all log as activity without you copying anything. Your AI coworker detects deal signals and moves stages without anyone clicking a button.
Get started
Frequently asked questions
Every email, meeting, and document interaction auto-logs as a CRM activity. No manual data entry. Your coworker handles the back-office logging while you focus on the conversation.
Import contacts via .csv upload. Each contact record carries the same fields you expect: name, company, email, deal stage, custom properties. No lock-in: export anytime.
