Headless CRM · MCP native

Salesforce-class.
Zero screens.

One CRM for the entire revenue team — and it lives inside Claude and ChatGPT. You just ask.

01Every account, every contact, one connector
02Sequences that run while you sleep
03Migrate in minutes. No Salesforce admin needed.
Sequences

Set it up in a sentence. Check on it the same way.

Outreach sends as you, from your Gmail, threaded. It stops the moment someone replies. Nothing goes out until you approve the first draft.

See how sequences work
Where the work is

It writes in your tools, not its own.

A prospect replies. The draft is in Gmail — or Outlook — the meeting is on your calendar, and your team channel knows. You approve, it sends.

GmailDrafts
To: Dana Cruz, Acme IndustrialRe: Platform demo — Thursday
Draft · awaiting your approval
SendEdit
OutlookDrafts
To: Marcus Webb, Northway FreightRe: Renewal — Q4 terms
Draft · awaiting your approval
SendEdit
Google CalendarThu Sep 17
Acme Industrial · Platform demo
12:30 – 1:15 PM · On site · Meet link for Priya (solutions)
Invite sent to Dana, her ops team, and PriyaAccount brief attached from Green TreesQuote follow-up task set for Friday
Created from the reply
Slack#east-territory
Green Trees 11:42 AM
Acme Industrial replied — Dana Cruz wants a demo. Stopped their sequence, moved the deal to Demo ($68k), booked Thu 12:30 on site. Reply draft is in Scott’s Gmail.
✓ 2🌲 1
Posted automatically
Integrations

Plays well with the stack you keep.

Meetings, mail, calendar, enrichment, migration — official marks, real scopes. See how each connects

Gmailsend as you
Google Calendarmeet · invites
Slackchannels · dm
Zoommeetings · recordings
Microsoft 365outlook · teams
Outreachsequences · migrate from
ZoomInfoenrich
Apollo.ioenrich · source
Clayenrich · waterfall
Crunchbaseenrich
Seamless.aienrich · source
Resendfallback send
SendGridsend
Omnisendmarketing
Sendbirdsms · chat
HubSpotmigrate from
Salesforcemigrate from
Revenue, end to end

Not a sales tool. The whole customer lifecycle.

Prospect the account, close the deal, onboard the customer, renew the contract. Same records, same conversation — whoever on the team is asking.

Compared

Priced on records, not people. Run by no one in particular.

No seats, no onboarding fee, no tier where sequences finally unlock — and no admin to configure objects, territories, or permissions. Say what you need; the field exists.

See pricing

If you can say it, it does it.

forecast Q4 by territory and flag anything that slipped a stage this week.

add a “contract end date” field to companies and backfill it from the notes.

build a sequence for everyone who opened the pricing email but didn’t reply.

brief me on Acme Industrial before the 12:30 — who’s who, what was promised, what’s open.

give Priya read access to the East territory, nothing else.

which closed-lost deals from last year had budget objections — worth reopening this quarter?

log the lunch I just did — six people, $214, put it on the Acme record.

enrich the Atlanta list with titles and emails, and drop anyone who isn’t ops or finance.

merge the two Northway records and keep the older owner.

what’s our win rate when procurement joins the first call?

which contracts renewing this quarter have an open ticket older than two weeks?

set up onboarding for Acme from the standard playbook and invite their ops lead.

show me expansion candidates — accounts using more than 80% of what they bought.

Migrate

Move your CRM by talking to it for fifteen minutes.

Migration is a conversation, not a project. Connect HubSpot or Salesforce read-only, your AI proposes the field mapping, you say yes, and your book walks over — deduped, receipted, resumable. See the full comparison.

GT, we're leaving Salesforce. Bring everything over.

connected read-only · mapping proposed in chat · nothing changes in the old CRM · every record filed with a receipt

Plant it once.

Settings → Connectors → Add custom connector · https://mcp.greentrees.ai/mcp