Agentic CRM that knows and grows your business.

    Describe your business and Frontline builds your CRM in minutes. It remembers every lead, customer and deal, and works proactively to grow your business.

    Claude Opus 4.8

    TRUSTED BY
    500FacephiAntarkaLatitudMarco500FacephiAntarkaLatitudMarco

    Build your AI strategy on the right foundation

    Frontline gives you the technology, knowledge, and support to put AI to work across your business.

    CRM
    Claude Opus 4.8

    Describe your business and Frontline builds a fully tailored CRM. Adjust and improve it whenever you want — no consultants, no weeks of implementation.

    Learn more
    CRM

    Tailormade CRM

    Describe your business and Frontline builds a fully tailored CRM. Adjust and improve it whenever you want — no consultants, no weeks of implementation.

    Replaces:SalesforceHubSpotHubSpotAirtableAirtable
    Learn more
    Claude Opus 4.8

    Customer memory

    Frontline ingests every activity from your reps and AI agents across WhatsApp, email, and meetings, then automatically turns it into a complete, always-current memory of every customer, deal, and request.

    Replaces:SalesforceHubSpotHubSpotAirtableAirtable
    Learn more

    Google Calendar

    First meeting booked

    Apr 12

    Nubank books a demo to explore unifying sales and support in Frontline.

    Platform

    An infinitely flexible, configurable data model, granular permissions, and the integrations your operation needs to grow without limits. All managed by Max or your favorite agent.

    Replaces:SalesforceHubSpotHubSpotAirtableAirtable
    Learn more
    Data model
    Record Types
    Custom Objects
    Custom Fields
    Relationships
    Workflows & Triggers
    Governance
    Granular Permissions
    Object Access
    Field Level Security
    Role Based Access
    SSO
    Integrations
    API
    CLI
    MCP
    Tools
    Max
    How did the Nubank demo go? Give me a BANT breakdown.

    Strong demo — a well-qualified deal worth prioritizing

    • Budget:Confirmed quarterly budget — no pushback on the Premium tier.

    Max does it all, from answering a simple question to running complex tasks. It lives in chat, WhatsApp, Slack, and Teams, and integrates with dozens of apps.

    Learn more
    Max

    Handoff work

    Max does it all, from answering a simple question to running complex tasks. It lives in chat, WhatsApp, Slack, and Teams, and integrates with dozens of apps.

    Replaces:ChatGPTChatGPTClaudeClaudeFirefliesFireflies
    Learn more
    Available on
    WhatsAppSlackMicrosoft Teams
    Max
    How did the Nubank demo go? Give me a BANT breakdown.

    Strong demo — a well-qualified deal worth prioritizing

    • Budget:Confirmed quarterly budget — no pushback on the Premium tier.
    • Authority:Ana owns RevOps and can bring her VP for sign-off.
    • Need:Clear, urgent pain — loved the WhatsApp workflows.
    • Timeline:Wants to onboard before end of quarter.
    Ask Max

    Apps & Artifacts

    Ask Max for an app, dashboard, or tool. It builds it from a prompt and turns it into a living artifact you can share across your team.

    Replaces:ChatGPTChatGPTClaudeClaudeFirefliesFireflies
    Learn more
    Claude Opus 4.8

    Build

    Email Automation

    Max sorts your emails, drafts replies in your tone of voice, and follows up on unanswered messages.

    Replaces:ChatGPTChatGPTClaudeClaudeFirefliesFireflies
    Learn more
    9:41
    Search in email

    Inbox

    M
    Martina López10:44

    Proposal request

    Could you send over the proposal for…

    D
    Diego Fernández10:41

    Contract review

    Still waiting to hear back on the terms…

    F
    Felicity Reynolds10:32

    Updated meeting notes

    I'm sharing the summary with the…

    M
    Martina López10:18

    Follow-up sent to the team

    The follow-up email has al…

    Routines

    Configure recurring tasks or trigger them from external events. Max works 24/7, completing tasks for you.

    Replaces:ChatGPTChatGPTClaudeClaudeFirefliesFireflies
    Learn more

    Weekly Pipeline Review

    Enabled

    Pull every deal updated in the last 7 days, summarize stage changes and stalled deals, and send the team a clean pipeline report.

    Monday at 08:00 AM
    EmailSlack

    Failed Payment Recovery

    Enabled

    When a Stripe payment fails, Max messages the customer, updates the deal in the CRM, and pings the account owner to follow up.

    On failed payment
    WhatsAppEmail

    New Signup Research

    Enabled

    On every new signup, research the person and their company across the web, enrich the CRM record, and hand your team a ready-to-use briefing.

    On new signup
    SlackEmail

    Daily Pre-Meeting Brief

    Enabled

    Each morning, review the day's external meetings and generate a briefing with attendees, company context, and talking points.

    Mon–Fri at 08:00 AM
    EmailSlack
    Studio

    Select agent

    Maya Chen

    Inbound SDR

    Diego Torres

    Outbound SDR

    Priya Nair

    Support

    Sam Okafor

    Collections

    Build a digital workforce that sells, supports, and handles collections. Connected to 50+ apps, including WhatsApp, social media, live chat, and more.

    Learn more
    Studio

    Agents

    Build a digital workforce that sells, supports, and handles collections. Connected to 50+ apps, including WhatsApp, social media, live chat, and more.

    Replaces:n8nn8nMakeMakeZapier
    Learn more

    Select agent

    Maya Chen

    Inbound SDR

    Diego Torres

    Outbound SDR

    Priya Nair

    Support

    Sam Okafor

    Collections

    Workflows

    Automate end-to-end processes in natural language, with access to every AI model and hundreds of integrations.

    Replaces:n8nn8nMakeMakeZapier
    Learn more
    Event Trigger

    Tally

    TallyForm completed
    Data Action

    Action

    Create lead
    Research & score

    Model

    claude-sonnet-4.5

    Please add a path

    No match

    Default path

    Enterprise security and partnerships

    SOC 2, CASA Tier 2, and an official Meta Business Partnership. Frontline also delivers an enterprise-grade platform with full permission management, RBAC, SSO, and governance.

    SOC 2 and access control

    We meet the highest standards of security, availability, and confidentiality to protect your data.

    AICPA SOC

    CASA Tier 2 verified

    Independently assessed against the Cloud Application Security Assessment framework for app and data handling.

    Tier 2CASACertified

    Meta Business Partner

    Direct access, priority support, and official best practices for WhatsApp Business API.

    Zonamerica
    “An AI agent on WhatsApp made visitor registration 10x faster, with 100% of data captured.”
    Martin DovatCEO, Zonamerica

    Frequently asked questions

    Don't see the answer you're looking for? Get in touch.

    Get started with Frontline today