About CRM Doc

CRM Doc is the funnel-building skill for your AI. You bring Claude, Manus, n8n, or any AI client. CRM Doc gives that AI five tools to design, generate, and deploy real funnels into your CRM. One job: your AI says it, CRM Doc ships it.

It exists because every founder, agency, and small team we talk to is using AI to draft funnels, but then has to hand-translate the AI's output into pipelines, custom fields, sequences, and integrations. That last mile burns hours and is where most of the AI value leaks out. CRM Doc closes the loop.

Who's building it

CRM Doc is built by Ante AI, a Brisbane-based AI implementation studio. Ante delivers production CRM, funnel, and revenue-system builds for service businesses and SaaS teams. CRM Doc is the productised version of that delivery work, packaged so you can run it through your own AI.

Founded by Mario Paez. Reach him at anteai.co.au@gmail.com.

Roadmap

• v0.1 (now): MCP server with 5 tools. Templates load from research-database. GoHighLevel deploy in stub.
• v0.2: Real GHL deploy. HubSpot beta. Landing page renderer.
• v0.3: Hosted workspace + API key auth. Pipedrive, Salesforce.
• v1.0: Tier 4 autonomous AI follow-ups. Affiliate program.

How we work

• Open by default. The MCP server is MIT licensed on GitHub. The funnel research database is public.
• Bring your own AI. No vendor lock-in. CRM Doc is the execution layer, not the brain.
• Honest about scope. Every feature on the site reflects what v0.1 actually ships. Roadmap items are labelled.