Get answers from your CRM without opening your CRM
Ask questions in plain language and get answers directly from your live CRM data, with every response tied to the query that produced it.
Give every team access to the CRM answers they need
Sales, leadership, operations and support teams often need CRM information without needing to become CRM experts.
Let them ask questions naturally and get answers based on the data and permissions already defined in your CRM.
Live CRM data
Ask about what's in your CRM now, rather than relying on exported spreadsheets or outdated reports.
Query, not guess
Questions are resolved into structured queries instead of generating an answer from a language model.
Read-only, no extra seats
Teams get answers without a CRM login or an added licence per person.
Scoped to each person
Each user sees only the accounts and data they are already permitted to see.
Traceable answers
Every answer can be traced back to the query that produced it.
New questions, quickly
Adding a question type is configuration, not a development project.
HOW IT WORKS
How a plain-language question becomes a verified answer
No data migration and no new system of record to build. It connects to your CRM exactly as it stands today, using the same accounts, records and access permissions that already govern it, and starts answering from there.
CONNECT
A governed link to your CRM
A governed, read-only integration links to your CRM as it stands. No data is copied out, and no new licence is needed for people asking.
QUERY
Matched to a query, not a guess
Your question is matched to a pre-approved query from your intent library, using your own terms. The model never guesses or writes the answer itself.
ANSWER
Get the exact result, sourced
The query runs within that person’s existing access, and the exact result comes back as stored in your CRM, with the query shown alongside it.
LOG
Every answer is traceable
Each question, query and result is recorded in an audit log, so any answer can be traced, checked and reviewed later by your security team.
WHY THIS APPROACH WORKS
Built to be trusted in the control room, not just a lab demo
A warning system only helps if the control room believes it and regulators accept the record it keeps. This is built for both.
Read-only, always
The integration can query your CRM, but it has no path to write to it, update a field, or change a record, there’s no mechanism for it to alter anything, by accident or otherwise.
Role-scoped access
A person only ever sees the accounts, opportunities and records they already have permission to see in the CRM itself, the same territory and ownership rules apply, down to the individual record.
No CRM license required
Read-only access is provided without issuing a per-user CRM seat, so teams who’d otherwise never get a licence support, leadership, or operations can still ask questions and get answers.
Every query logged
Each question, the exact query it resolved to, and the answer returned are all retained, so any result can be traced back and reviewed later, not just trusted after the fact.
QUESTIONS
The things everyone asks
Do the people using this need a CRM licence?
No. Access is read-only and doesn’t require a per-user CRM seat, so teams that never log into the CRM can still get answers from it.
Is our CRM data safe?
The integration is read-only; it can query data but never write to or change a record. Nothing is copied out to a separate store.
How accurate are the answers?
Every answer is the result of a structured query against live data, not a generated response, so it’s exact rather than approximate.
Can someone see accounts they shouldn’t?
No. Access is role-scoped to match existing CRM permissions, so a person only ever sees what they could already see in the CRM.
Is this tied to one CRM platform?
No, it’s designed to work across major CRM platforms. Tell us which one you’re on, and we’ll walk through the setup.
Ask your CRM a real business question
Bring one question your team asks repeatedly. We’ll show you how CRM Query Assistant turns it into a verified answer from your live CRM data.
Email:
Our Locations
- Australia
Level 30, 35 Collins Street,
Melbourne,VIC 3000 - USA
1720 W Division St,
Chicago, IL 60622 - Saudi Arabia
Ibn Az Zahrawi,
Irqah, Riyadh 12586 - India
A-660, Malviya Nagar,
Jaipur, RJ 302017
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