Know what to do next
Get 3–5 explainable actions ranked across urgency, effort, pipeline stage, and revenue at risk.
Open source · Local first · MIT
CRM, without
the screen.
A revenue system your agents can actually use. Prioritize the next move, catch dropped work, forecast honestly, and prepare outreach—through a CLI or MCP, not another dashboard.
agent› will we hit the quarter?
CRO review · Q3
Verdict: at risk
coverage: 1.8× target
commit: $84,000
Unsupported optimism
42% of commit has no next step
3 close dates pushed twice
agent› give me the 3 best actions
✓ ranked by urgency, evidence, and revenue at risk
The premise
Traditional CRMs repeat whatever the seller typed. Agent CRM helps your agents act—and challenges whether the forecast deserves belief.
What’s inside
The useful parts of a CRM.
The interface left out on purpose.
Nothing falls through
Find unowned, unscheduled, stale, overdue, uncontactable, and incomplete pipeline records.
Forecast revenue
Track amount, close timing, next steps, probabilities, commit, best case, weighted forecast, and target coverage.
Meet the CRO adversary
An evidence-backed review calls out weak coverage, unsupported commit, slipped dates, and convenient assumptions.
Give SDR agents a queue
Prioritize enrichment, separate sourced facts from guesses, and prepare outreach without sending it.
Bootstrap, then re-check
Configure targets and defaults, audit readiness, and safely re-run onboarding whenever the pipeline changes.
Evidence before intelligence
It doesn’t just give an answer.
It shows its work.
91
Explainable action scoreWhy now, expected effort, and the underlying record.
1.8×
Pipeline coverageCompared with the target and forecast period you configured.
!
Critical findingCommit revenue with no credible next step is challenged, not celebrated.
Open source · local first · v0.3
Give your agents
revenue judgment.
git clone github.com/clayton/agent-crm