A CRM that builds itself and remembers everything.
A personal AI agent for every team member.
Scale your team with an AI workforce.
Automate processes end to end.
Connects with the tools you already use.
Guide
Your playbook to building the perfect CRM for your business using Claude.
Get the guideCase studies and success stories.
Latest insights and product updates.
Learn more about Frontline's features.
Start building with the Frontline API.
Security, compliance, and data privacy.
Guide
Your playbook to building the perfect CRM for your business using Claude.
Get the guideConnect clients, accounts, requests, documents, cases and conversations in a single operation. Frontline keeps the context up to date and works together with your team by WhatsApp, email, calls and web chat.
Claude Opus 4.8Claude Opus 4.8
FINANCIAL SERVICES
Model clients, homes or companies, accounts, products, requests, documents and cases with the fields and relationships of your operation. Frontline adapts to your business and connects with the systems you already use.
Enterprise expansion
WhatsApp, email, calls, meetings, documents and operational changes are united in a single timeline. Each team understands what happened, what is missing and what the next step is.
Google Calendar
Mariana schedules a meeting to review the product, requirements and next steps.
Prioritize onboarding, documentation, requests and cases with an assistant that operates on the real context of your CRM and prepares the follow-up for each person responsible.
Claude Opus 4.8Guide registrations and requests, request pending documentation, answer operational queries and escalate exceptions with permissions and authorized context.
Agent Summary
Sofia · Onboarding
Active · responds in ~5s
Requests
742
Completed
86%
Earrings
58
Processed requests · 7 days
Field name
Field type *
Tailor every field to capture exactly what you need to track.
Link objects to each other and model any data structure.
Action
Automate decisions on the most reliable dataset in your operation.
Model companies, contacts, deals and anything else, with flexible types.
Google Calendar
Mariana schedules a meeting to review the product, requirements and next steps.
Bring every customer interaction into one clear, always-current timeline.
Request reports in natural language and converted customer data, onboarding, requests and cases into dashboards ready to operate and share.
View active clients, registration processes, pending documentation and activity by person in charge in a dashboard created on the live data of your CRM.
Integrate core systems, portals and data sources through native integrations, API, Custom Tools and CLI.
Integrates with the tools you already use.
Connect to your own applications.
1curl -i -X POST \2 https://api.getfrontline.ai/reference/v1/objects/policies/rows/list \3 -H 'Authorization: Bearer <token>' \4 -H 'Content-Type: application/json' \5 -d '{6 "query": {7 "status": "renewal_due",8 "source": "whatsapp"9 },10 "search": "auto",11 "sort": [12 { "property": "created_at", "direction": "desc" }13 ],14 "record_type": "policy",15 "page": 1,16 "page_size": 2517 }'Connect to any coding agent.
$ claude mcp add frontline✓ Connected Frontline to Claude › "List policies renewing this month"→ policy.listed 18 policies · 6 pending $ codex exec "sync claims to crm"Expose customers, accounts, requests, cases, and workflows like API tools and commands so your agents can work with real-world permissions and context.
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HermesSOC 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.
We meet the highest standards of security, availability, and confidentiality to protect your data.
Independently assessed against the Cloud Application Security Assessment framework for app and data handling.
Direct access, priority support, and official best practices for WhatsApp Business API.
“An AI agent on WhatsApp made visitor registration 10x faster, with 100% of data captured.”
Do you have another question? You can schedule a demo.