CRM Tools

Tools for managing customers, contacts, and interactions - all through natural conversation with your AI.

Your AI becomes your CRM. No tabs. No dashboards. No “let me check the system.” Just ask.

See it in action: ask your AI to “run the CRM demo” - a guided walkthrough on temporary data that cleans up after itself. More about demos.

What you can do

Talk to your AI like you’d talk to a great assistant:

“Add Bright Labs as a new prospect. Main contact is Jess, jess@brightlabs.io.”

“Log a call with Jess - she’s interested in the annual plan but wants to see a demo first.”

“Show me the CRM dashboard.”

“Give me the full picture on Acme Corp.”

Behind the scenes, FoundersOS stores everything in clean, relational database tables. Your AI reads and writes to them through MCP. You never touch a form.

Customer management

Track every company you work with, from cold prospect to paying customer.

Tool	What it does
`add_customer`	Create a new customer record with status, notes, and metadata
`get_customer`	Pull up full details on a specific customer
`update_customer`	Change status, notes, or any other field
`remove_customer`	Remove a customer record (soft delete - recoverable)
`search_customers`	Find customers by name, status, or keyword
`list_customers`	See all customers at a glance

Statuses flow naturally: prospect, active, churned, whatever makes sense for your business. Your AI knows how to filter and sort.

Contacts

People, not just companies. Every contact is linked to a customer.

Tool	What it does
`add_contact`	Add a person to a customer record (name, email, role, phone)
`update_contact`	Update their info
`search_contacts`	Find someone by name, email, or company
`remove_contact`	Remove a contact from a customer

Interactions

Every call, email, meeting, and note - logged and searchable.

Tool	What it does
`log_interaction`	Record a call, email, meeting, or note with a customer
`list_interactions`	View the interaction history for a customer

Tip: Try: “Log a meeting with Acme Corp - discussed Q3 renewal, they want a 15% volume discount.” Your AI handles the structure. You just talk.

Dashboard

Tool	What it does
`get_dashboard`	Pipeline summary and recent interactions

For a complete picture of any customer including open tasks, recent interactions, and linked transactions, use get_entity_card from the Surface Tools.

Note: Follow-ups have been replaced by the full Task Management system in v0.4.0. Tasks can link to any entity, support dependencies, and capture completion notes as org memory.

Real-world example

Here’s what a typical Monday morning might look like:

You: "Give me my CRM dashboard."

AI: Here's your pipeline summary:
    - 12 active customers
    - 4 prospects in the pipeline
    - 2 cold customers (no interaction in 30+ days)

You: "Give me the full picture on Acme Corp."

AI: Acme Corp (phase: customer, tags: #enterprise)
    - 2 open tasks: "Send renewal proposal", "Schedule QBR"
    - Last interaction: email 3 days ago about pricing
    - $4,800 in linked transactions this quarter

You: "Log a call with Acme - they renewed for 2 years
      at the standard rate."

AI: Done. Interaction logged.

No clicking through menus. No switching apps. Just conversation.

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