The AI CRM for service companies

Connect clients, requests, projects, agendas and deliverables 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 4.8

Claude Opus 4.8

TRUSTED BY
500FacephiAntarkaLatitudMarco500FacephiAntarkaLatitudMarco

SERVICES

The operating brain for your services business

01

A CRM for clients, projects and services

Model clients, accounts, services, requests, projects, agendas, proposals, contracts, deliverables and invoices with the fields and relationships of your operation. Frontline adapts to your processes and coexists with the systems you already use.

Chance
Operational audit

Atlas Group · proposal sent

Account
Atlas Group
Stage
Proposal
Worth
US $24,000
Probability
65%
Planned closure
30 Jul 2026
Responsible
Lucia Rios
02

The complete memory of each client

WhatsApp, email, calls, web chat, meetings, progress and deliverables are all brought together in a single timeline so that each team knows what happened and what the next step is.

Google Calendar

Approved proposal

12 Abr

Lucía approves the proposal and the project is associated with her account.

03

Max works on your operation

Prioritize pending requests, projects at risk, delayed deliverables and upcoming renewals with an assistant that operates on the authorized context of your CRM.

Claude Opus 4.8

04

AI agents for consultation and coordination

Respond to new requests, collect requirements, coordinate agendas and keep the client updated on projects, deliverables and next steps.

Agent Summary

Maya · Coordination

Active · responds in ~4s

WhatsAppInstagramMessenger

Requests

864

Assigned

94%

Deliveries

168

Coordinated requests · 7 days

The data model

A CRM that molds to your operation

[01]
Create field

Field name

Total Amount

Field type *

Formula
Text
Number
Formula

Custom fields

Tailor every field to capture exactly what you need to track.

[02]
Clients10 fields
name
text
domain
url
industry
select
owner
relationship
employees
number
Contacts14 fields
name
text
company
relationship
email
email
phone
phone
lifecycle
select
Projects8 fields
company
relationship
stage
select
value
currency
close date
date
owner
relationship
Deliverables15 fields
project
relationship
owner
relationship
status
select
date
date
service
relationship
Many to many

Relationships between objects

Link objects to each other and model any data structure.

[03]
CRM Data Action

Action

Change Record Type
Search Records
Search by ID
Create Record
Update Record
Delete Record
Change Record Type

Workflows on your data

Automate decisions on the most reliable dataset in your operation.

[04]
DealStandard
Company
relationship
Stage
select
Amount
currency
Close date
date
Owner
relationship
ContactStandard
Title
text
Channel
select
Company
relationship
Email
email
Phone
phone
CompanyStandard
Industry
select
Employees
number
Domain
url
Owner
relationship
Region
select

Objects and record types

Model companies, contacts, deals and anything else, with flexible types.

Everything you need to operate services with AI

Google Calendar

Google Calendar

Approved proposal

Lucía approves the proposal and the project is associated with her account.

Activities

Bring every customer interaction into one clear, always-current timeline.

Reports

Decisions about an always-current operation

Request reports in natural language and converted requests, projects, capacity and deliverables into dashboards ready to operate and share.

Claude Opus 4.8

Build

Projects and operational capacity

View requests, projects, deliverables, capacity and activity by service in a dashboard created on the data of your CRM.

CRM FOR AI AGENTS

Your service operation, available for Claude and your coding agents

Expose clients, services, projects, agendas, deliverables and authorized workflows as API, tools and commands so that your agents work with permissions and real context.

Claude
Codex
Cursor
Hermes

Deals

crm.agent.ts
// generado por tu agente
import { FrontlineObject, Contact, Deal } from "@frontline/sdk"
 
export default function PipelineAgent() {
return (
<FrontlineObject
label="Deals"
groupBy="stage"
>
<FrontlineObject.Field name="company" type="text" />
<FrontlineObject.Field name="amount" type="number" />
<FrontlineObject.Field name="channel" type="text" />

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

Frontline for professional services: FAQs

Do you have another question? You can schedule a demo.

Get started with Frontline today