item is the AI-native CRM for companies ready to run agentically. It replaces your legacy CRM and gives your team and agents one system to work in together. Customer information, conversations, meetings, payments, and product activity form a shared company brain. Your team uses that context to build relationships. Agents use it to research accounts, keep records current, and run business processes. We help you make the move: migrate your data, connect your tools, and deploy agents around the way your company works.

What can item’s AI agents do?

Agents put your company’s context and processes to work. They can research accounts, qualify prospects, enrich records, prepare meetings, draft and send outreach, flag account risks, and take action across connected tools. You describe the job in plain English: the goal, the process, the information to use, and when to involve a person. Agents work from those instructions alongside your team. Start with the skills in item or build custom agents around your own processes. Our team helps you get them into daily operations.

How do agents learn about our business?

They work from your company brain: the customer information, relationship history, documents, and activity that item brings together from your connected systems. You add the operational context: what the agent should achieve, how your process works, which information matters, and when a person should step in. Permissions define which tools and actions it can use. As the customer relationship develops, new information becomes part of the shared context your team and agents work from.

How do we control what agents can see and do?

Set access for your people, connected tools, and agents. Team permissions define who can work with which data. Connector permissions define which tools are available. Agent permissions define the connections and actions each agent can use. Give an agent the context and access its job requires, then expand the scope as its responsibilities grow. Your team decides where agents can act and where a person needs to be involved.

Can we review the work agents do?

Yes. Each agent and skill run includes an action trace. Review the context used, tools called, actions taken, and outcome of each step. Use those records to investigate a result and refine the instructions for the next run. The item assistant can also generate reports on an agent, a skill, or the wider system, helping your team understand how the work is performing over time.

For B2B teams

Give your team an agentic edge

Build agents that know your business. In item’s AI-native CRM, they work alongside your team to research accounts, qualify leads, and run your processes.

Build an agent Talk to sales

A person at a desk in a dark room, lit by a single lamp, working in Item on a large monitor

Build your agentic team. Start with four agents. Teach them how your business works

Look after the customers you already have. Item keeps every account up-to-date, and logs activity as it happens — surfacing expansion opportunities as accounts grow, flagging renewals before they pass, and catch relationships going quiet while there’s still time to act.

Account Manager

Outbound Manager

Proactively find and engage with new prospects autonomously. Find accounts that match your ICP, surface the right people for outreach, and runs campaigns at the standard your best rep would set — handing off to a human the moment it’s time for a real conversation.

Inbound Manager

Give promising leads a strong first experience. Your inbound agent enriches each inquiry, checks the fit against your customer profile, and routes the opportunity to the right person with the context to start a useful conversation.

System Manager

Give your team a CRM they can build on. Your system agent handles imports, finds duplicates, fills missing fields, and keeps records aligned with your operating rules. The daily work of keeping customer context useful, handled alongside your team.

Custom agents

Your best processes can become agents. Describe the job, connect the tools, and give the agent your instructions and business context. Build it around the way your team works, with people involved where their judgment matters.

The best teams are building
agentic companies Build yours on item

Turn your team’s expertiseinto agents that do the work

Give agents room to act.Keep your team in the loop

Set access for each person, agent, and connected tool, down to individual fields. Decide what an agent can do and where your team steps in.

Permissions being set on an Agent inside Item

Set the scope of the work

Choose who can build, run, and edit each agent. Set the data, tools, and actions it can use.

Give agents room to act.Keep your team in the loop

Set access for each person, agent, and connected tool, down to individual fields. Decide what an agent can do and where your team steps in.

A monitor showing Item tasks grouped by due date, lit by a desk lamp at dusk

A desk in a high-rise office at dusk, an anglepoise lamp lit beside a monitor showing Item tasks grouped by due date

Join the top teamsalready running agentically

Bring us a process your team knows well. We help connect the context, build the agent, and put it to work in your daily operations.

Get Started

Your next agentstarts with a skill

Account Manager

Contract Renewals Check-in

Reviews account health before renewal, opens the conversation, and follows the process through to a decision.

Usage Drop → Slack Alert

Watches for falling usage and support concerns. Alerts your team in Slack with the account context to act.

Quarterly Business Review Prep

Brings usage, spend, and outcomes into a quarterly review your team can use to plan the next chapter with a customer.

Expansion Signal → New Deal

Spots new seats, new teams, and rising usage. Opens an opportunity for your team to build on.

Post-Meeting Follow-Up

Turns a customer call into an updated record and follow-up: who joined, what was decided, and what happens next.

Dormant Account Re-Engagement

Finds accounts that have gone quiet and starts a conversation with the relationship history in hand.

Support Escalation → Account Owner

Flags support issues that need attention and routes them to the account owner with the context to help.

Reference & Case Study Requests

Identifies successful customer relationships and reaches out for a story, review, or introduction.

A brain for your company. A CRM for your next chapter

Replace your legacy CRM with item. Bring customer information and business context together in the system your team and agents work from.

Explore AI CRM

Full-featured and proud of it

The data, workflows, and agents to run your revenue operations. Built into one CRM.

Company Brain

Bring customer information, company knowledge, and connected tools into one shared brain. Give your team and agents the context to do the work.

Smart Tasks

Give agents research, reminders, and processes to run. Schedule the work and pause for approvals or input when it is needed.

AI Assistant

Put item to work in a conversation. Research an account, update a record, analyze your pipeline, or build a skill using plain English.

AI Agents + Skills

Turn your team’s processes into reusable agent skills. Give them the context and tools to act, with people involved where the work needs judgment.

Third-Party Integrations

Connect the tools your business runs on. Bring their context into item and give agents more places to get work done.

Sequences

Run email and LinkedIn outreach from your CRM. Agents use customer context to personalize messages and choose when to reach out.

Forms

Bring new information straight into item with customizable forms. Make each response part of your customer context.

Market Mapping & Lead Discovery

Map your market and find the accounts that fit. Score opportunities, track buying signals, and give your team a reason to reach out.

Custom Data Fields

Capture what matters to your business with custom fields, from text and selections to values completed by AI.

Saved Views & Filters

Build the view each team needs. Filter shared data into lists, tables, and boards you can return to every day.

Calendar & Email Integration

Bring email and calendar activity into the customer record automatically. Keep your team and agents working from the latest interactions.

Custom Data Objects

Model the relationships and processes your business runs on. Give your team and agents a structure that fits the work.

Performance Tracking

See how prospects engage with email, LinkedIn, and your website. Use those signals to understand what is working across your funnel.

Agent Performance & Run History

See the context, tools, actions, and outcomes behind each agent run. Review the work and build on what you learn.

Notes & Documents

Keep notes, documents, and links with the customer record. Carry what your team learns into the next conversation.

Activity Timeline

Bring customer interactions and team activity from your connected tools into one timeline. Give people and agents the history behind the next move.

Developer API

Connect item to your product and internal systems. Build on the same customer context your team and agents use.

MCP

Connect ChatGPT, Codex, Claude, and your own agents to item. Give them access to your company context and the tools to act on it.

Contact & Company Enrichment

Add contact details, roles, and company information to your records. Give your team and agents a richer picture of the account.

Role-Based Access

Set what each person and agent can see and do across your data, connected tools, and actions.

Tasks

Keep the next steps connected to the account. Assign work, set due dates, and track progress across your team.

Smart Lists

Build dynamic lists of people, companies, or custom objects. Give agents a set of accounts to monitor, update, and act on.

Reporting & Analysis

Ask item to analyze your customer data, answer questions, and build reports from your company’s context.

We have hundreds of people sign up every day. We need to know who they are, how to best reach out to them, and have it all stored in one central source of truth. That’s what we use Item for.
Adi Singh, AgentMail

Our single source of truth for customers, with visibility across PostHog and Stripe, and accessible through our own agent.
Ryan Hinshaw, Wordware

item has helped me do the work of five salespeople, letting me focus on the things that can’t be scaled and can be automated
Kyle, GovernGPT

The experience switching from Hubspot to item was the easiest CRM transition I’ve ever experienced, the support that they provide is unmatched
Erin Michaelides, WellBuilt

Connect your business.Give agents more to work with

Connect the tools your business runs on, and give agents more context to work with. Choose from 100+ integrations, with MCP support for custom connections.