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.
• : track deals across custom stages.