Macro CRM

Macro CRM is a customer relationship management tool built around the idea that your customer data shouldn't be siloed away. It pulls contacts, deals, email, chat, and AI agents into one shared workspace, so the full context of every relationship stays connected to the work around it.

Context lives on the record itself. Every email thread, call, note, and task attaches directly to the relevant company or contact, so the full story is always in one place. Discussion threads work like team chat channels, with inline replies, rich text, and @mentions. You can @mention any CRM record inside a doc, task, or thread and it becomes a live, traceable link. The record then shows everywhere it's been referenced across your workspace.

Because Macro's agents share one team-level memory across email, calls, and docs, the CRM enriches itself: mentions of a company in a channel, a signed contract dropped in a doc, or a transcript from a sales call all get pulled onto the record automatically, instead of waiting on someone to manually copy-paste it. The result is a CRM that looks less like a database requiring constant maintenance and more like a natural byproduct of doing work.

Key capabilities include:

• @mention anything: contacts, deals, docs, tasks, and channels all render as live inline pills inside any record.
• Pipeline management: track deals across custom stages.
• Unified contact timeline: every email, message, task, and doc tied to a contact shows up in one chronological view.
• AI agents: that can update records, log activity, and draft follow-ups automatically.
• Email and chat built in: reach out from inside a record without switching to a separate tool.
• Custom fields and tags: organize contacts and deals by segment, territory, or any attribute your team relies on.

Teams seeking the relationship tracking of a traditional CRM while keeping everything in sync with their work will find Macro CRM a perfect fit. Unlike tools like Salesforce or HubSpot, Macro keeps the CRM tightly woven into all user context.

Macro CRM is part of the broader Macro workspace, which also includes email, docs, tasks, and chat. It's fully open source under AGPLv3 in case you want to self-host or audit what's running.