One execution layer, every CRM.
CRM Doc connects your AI client to your CRM, email, analytics, payments, comms, and web. Status below reflects what v0.1 ships today, not the roadmap.
3 live · 2 beta · 22 on the roadmap
AI clients
Bring the AI you trust. CRM Doc is the execution layer.
Install via npx, MCP over stdio.
Install via npx, MCP support built in.
Run as a Command node + HTTP nodes.
Custom GPT calls the CRM Doc API.
MCP support landing in v0.2.
Awaiting MCP client support.
CRMs
Where your funnel deploys. GHL is first.
Pipeline + tags + custom fields + email templates push. v0.2.
Read-only first, then write. v0.2.
Pipeline + activity deploy. v0.3.
Sandbox-first deploy. v0.3.
Roadmap.
Roadmap.
Who sends the sequences your funnel generates.
Transactional sender for funnel sequences. v0.2.
Modern email API. v0.2.
Behavioural sequences. Roadmap.
Roadmap.
Payments
Billing inside the funnel.
Checkout + customer events. v0.2.
Roadmap.
Analytics
Funnel events the AI can read back.
Funnel event tracking. v0.3.
Roadmap.
Roadmap.
Event routing. Roadmap.
Comms
SMS, alerts, bookings.
Funnel alerts + Telegram-style provisioning push. v0.2.
SMS automations. v0.3.
Booking nodes inside funnels. Roadmap.
Web
Where generated landing pages live.
Push generated landing pages. v0.3.
Roadmap.
Open an issue on GitHub or email us. We prioritise by request count.