The CRM your AI actually runs.
No forms. No dashboards. No busywork. Your AI runs the whole CRM — just ask, and it's done.
Stop feeding the CRM.
Reps don't sell — they log calls, update fields and retype notes into a database that's stale the moment they stop. Making that data entry a little faster misses the point: it's still busywork someone has to do. Bob starts from the other end. The agent does the entry, the record stays current on its own, and nobody bills their week to data-janitor duty.
One brain, one memory, every tool.
Bob isn't another chatbot bolted onto a database. It's a clean split of responsibilities: your assistant reasons, Bob remembers and acts, and the work happens through connections you already trust.
You, in plain words
“Log a call with Marco, he wants pricing for 12 seats, follow up Tuesday.” No fields, no forms — just say it.
→Your AI reasons
Claude, ChatGPT or any MCP-capable model interprets intent, asks Bob what it already knows, and decides what to do.
→Bob remembers & acts
Bob stores the contact, the deal, the note and the reminder — then reaches out through your connected tools to make it happen.
A real CRM underneath the conversation.
Bob isn't a notebook full of loose text. It's a proper CRM — contacts, companies, deals, activities and events, all linked — and every object takes unlimited custom fields of any type. Describe a field in plain words and Bob adds it — and the instant it exists, your agent can query and act on it, with no waiting for the AI layer to catch up. ✦ marks example custom fields.
Contacts
the people you sell toEvery person, with their full history of touches, deals and notes attached.
Companies
the accounts behind themAccounts that roll up their contacts, open deals and total pipeline automatically.
Deals
the pipeline that paysOpportunities moving through your stages, linked to the company and the people on them.
Activities
calls, emails, notes, tasksEvery interaction, logged automatically or by a word — timestamped and tied to a record.
Events
meetings & the calendarMeetings synced both ways with your calendar over MCP, with outcomes tracked to the deal.
Any field you invent
no schema editor required“Add a contract length field to deals, in months.” Done — and your agent uses it in the very next question. No screen to build, no list view to configure: because there's no fixed UI, a customization is usable the instant it exists.
No dashboards to build. Just ask — and share the link.
The loudest objection to a chat-first CRM: no one wants to type into a box just to glance at the pipeline. So they don't. Ask once, get a live view, and hand anyone a link — no dashboard-building, no BI project, no waiting on RevOps.
Ask once. Everyone else just clicks.
- Generated on demand — describe the report and get a live view, not a static export.
- Saved & shared as a link — or pinned as a reusable shortcut for the whole team.
- Consume without prompting — execs, RevOps and finance just open it. Prompting is only for building.
- Permission-aware at open time — the link checks what the viewer may see when they open it, not when it was made.
Move fast. Nothing is ever really lost.
Handing an agent the keys only works if speed and safety arrive together. Every action is instant, everything is reversible, and humans stay in charge of the rules — the difference between a slick demo and something a whole team can run on.
Instant, never permanent
Writes apply the moment the agent acts — no confirmation step slowing anyone down. Every change is versioned, so any edit can be reviewed or rolled back. Speed without the risk of anything being permanent.
Permission tiers
View, interact, admin and owner levels decide who can read, who can change records, and who can reshape the schema — down to the object and the field.
Permission-aware sharing
A shared view checks the viewer's rights the moment they open it — not when it was created — so a link can never leak a field or a deal someone shouldn't see.
Governed schema changes
Reshaping the data model is a permissioned action with a full audit trail — what changed, who or which agent changed it, and when — and it's reversible, so a wrong turn is a click back, not a migration.
Shortcuts for speed. Plain English for the rest.
Common actions get a one-keystroke shortcut; everything else, you just say in plain words. There's no prompt-writing tax to learn — which is why the whole team adopts it, not only the technical ones.
Pull up anyone in seconds. Filter by company, owner, last touch or intent.
One box across contacts, deals, notes and emails. Fuzzy, fast, forgiving.
Open an account and see its people, pipeline and renewal date in one place.
See your pipeline, move stages, and log outcomes without opening a board.
Your upcoming meetings, synced with the calendar and tied to the deal.
Drop a note on a person or deal. Bob files it and remembers it forever.
“Follow up with Sara Friday.” Bob schedules it through your calendar.
Ask for the numbers in words. Bob assembles the answer, no dashboard required.
Point Bob at a spreadsheet or inbox and it maps and de-dupes on its own.
Reshape Bob in plain language — fields, stages, automations. It's all editable.
Bob plugs into everything — both directions.
Bob uses the tools your AI already connects to, and exposes itself as one more tool for anything else you build. No walled garden.
Bob speaks MCP
Bob rides the Model Context Protocol tools your assistant already has. It doesn't rebuild email or calendar — it uses the ones you're connected to and does the work for real.
Bob is an MCP server
Point any MCP-capable model or agent at Bob and it becomes instant CRM memory. One endpoint, and your whole team's assistants share the same source of truth.
REST API & webhooks
A clean /v1 API and outbound webhooks for everything else — sync to your data warehouse, trigger flows, wire Bob into the stack you already run.
One price. No tiers. No surprises.
No “contact sales.” No enterprise wall. No per-feature nickel-and-diming. Just a fair price that stays put.
- Unlimited contacts, companies, deals, activities & events
- Custom fields of any type on every object
- Every slash command & natural-language action
- Works in Claude, ChatGPT & any MCP model
- MCP server, REST API & webhooks
- Your data stays yours — export anytime
The questions everyone asks first.
Isn't this just a chatbot with extra steps?
How do I trust an AI with my pipeline?
Will my whole team actually use this?
Is it safe to run a whole team on?
We already have custom fields today.
Which assistants does it work with?
The last CRM migration you'll run.
We're onboarding SMB and mid-market teams to bobcrm.ai in batches. Leave your email and we'll send an invite the moment your spot opens — bring your data, we'll help you switch.