Choose the data and destination
Set up a connection, map fields to the receiving system and filter which records qualify. An execution user determines which records and fields the integration may export.
One platform · Connected teams
Your customer work.
Your customer work.
One connected platform.
Sales Automation and Service Console share accounts, contacts and a common set of controls. Guide people through decisions, automate routine actions and connect your business systems with the customer context and permissions already in your workspace.
Built around your business
Make the workspace fit the way you work.
Configure your data, guide your teams and connect the systems they use. Guided Processes are included in every workspace; access to app features and usage allowances follows your selected plan.
Fields and layouts that fit
Add custom fields, organize forms and tailor saved list views. Make common layout and field changes through Setup without a code release, within the controls supported by each app.
Custom objects and apps
Track business information beyond standard CRM records. Create custom objects and forms, then organize apps, tabs and home pages for your teams.
Access matched to responsibilities
Control who can view and change objects, fields and individual records. Reusable permission bundles, team access and sharing rules support different responsibilities across the organization.
Guided Processes & automation
Build visual steps, decisions and business actions. Launch a guide for a user or run automation when records change or a scheduled date arrives.
See how Processes workBusiness integrations
Configure connections, choose the data to send and map it to the receiving system. Track delivery, retries and business acknowledgements in one place.
See integration controlsReports for daily decisions
Build saved reports and dashboards from supported CRM data. Use filters and shared views to help teams track their work, with access governed by workspace permissions.
Guided Processes
One designer for guided work and automation.
Put the questions, decisions and actions for a business process on a visual canvas. Help a person complete the work, or let a configured trigger start it.
From a first question to a completed handoff.
- Guide your team. Launch from a record or the Processes page. Collect information, branch on answers and create or update supported records.
- Act automatically. Start on record creation, updates or a schedule. Create tasks, assign owners, send emails and notifications, or call an integration.
- Pause and continue. Save a guide for later or wait for a timer, date or approval decision. Find your unfinished work in My Processes.
- Review before activation. Validate drafts, preview automatic actions without saving changes, and inspect the execution history. Permissions and business rules apply to every action.
- Capture the onboarding detailsA guided screen collects the plan.
- Decide which path appliesBranch on the customer's needs.
- Request approval and waitContinue when a decision is recorded.
- Create tasks and send the handoffNotify the team and a configured system.
Illustrative flow. Your administrator configures the steps, approval rules and connection.
Included in every workspace. No separate automation license or limit on active Process definitions. Record capacity, execution limits, delivery allowances and access to the underlying app features still apply.
Business integrations
Connect the handoff. Keep sight of the outcome.
Send CRM data to configured HTTPS endpoints for finance, fulfilment or other business systems. Decide what leaves your workspace and monitor what happens next.
Send when the work is ready
React to supported record events or send from a Process action. Delivery starts after the CRM change is saved; a failed save does not send its queued message.
Track delivery and acceptance
Review delivery history and failures, retry eligible messages and handle acknowledgements. When configured, distinguish a delivered message from a handoff the receiving system accepted.
Example · Order handoff
From booked order to external confirmation.
Send mapped order data to your ERP endpoint. Record the returned external reference and acceptance status so your team can follow the handoff from CRM-G.
Connections require setup and a compatible receiving endpoint; connector work may be needed. Delivery allowances vary by plan. CSV imports support additional data exchange; contact us about API access.
Test before you release
Give configuration changes a clear path to production.
With sandbox features enabled, evaluate changes in a separate workspace and promote supported configuration through your release stages.
Try changes in a sandbox
Test fields, layouts and Process definitions away from your production workspace. Choose configuration-only, sample or masked data copies, with outbound email and webhooks suppressed by default.
Review what will change
Package supported configuration, compare it with the destination and validate before applying it. Identify conflicts and changes made directly in the destination before release.
Approve and track releases
Promote tested releases through configured stages. Production approval policies support a separate reviewer, while deployment history records the release, decisions and outcome.
Release packages move supported configuration, not business records or credentials. Execution users, credentials and integration destinations are configured separately in each workspace.
Control and accountability
A shared platform. A workspace of your own.
Your organization has its own workspace address, users and configuration, with database-enforced tenant isolation alongside application access controls.
Your team's workspace
Sign in at your workspace address, such as acme.crmg.ai, or use the shared sign-in page
with your workspace name. Administrators manage user access and login policies.
Understand who changed what
Review recorded sign-in, administration and business events. Enable history tracking for selected fields on business records to see tracked changes and the people who made them.
Optional AI, with your controls
Look up CRM records, review proposed changes and retrieve configured knowledge. Signed-in CRM actions enforce your permissions, with confirmation before writes. AI requires enabled access and a configured model provider.
External AI connections use configured credentials. Public knowledge chat cannot access CRM records. Explore the AI layer
Free 90-day trial
See how CRM-G fits your team.
The linked form requests a free 90-day trial and asks for a workspace name. After you verify your email, our team sets up the workspace. For a conversation or walkthrough first, contact us.