AI-native CRM for B2B SaaS sales teams
Your CRM knows what your reps typed. Avocet knows what happened.
Avocet CRM reads the email, calendar and meetings your team already generates, then tells you which deals are quietly dying, which champions have gone silent, and what was actually committed — without anyone updating a record by hand.
Import your existing CRM. Keep using it. No migration, no rip-and-replace.
What you are actually buying
Four questions your CRM cannot answer
These are the only four things Avocet CRM is built to solve. If a feature does not move one of them, it does not ship.
Which deals are quietly dying without anyone flagging them?
A deal that has had no inbound reply for eleven days is dying, whether or not the rep moved it back a stage. Avocet CRM watches reply latency, thread participation and who stopped answering, and surfaces the deal before the forecast call rather than after it.
Has our champion gone silent?
Champions do not send a resignation email. They stop replying, or a new name starts answering on their behalf. Avocet CRM tracks who is actually in the thread, so a champion going quiet and a buying committee changing shape both become events instead of surprises.
What did we commit to in email that nobody logged?
Pricing, timelines, security promises and scope get agreed in email and never reach the CRM. Avocet CRM extracts commitments with the exact sentence they came from, so a renewal conversation starts from what was said rather than what someone remembers.
What actually happened on this account?
The honest answer in most CRMs is "whatever the rep typed". Avocet CRM assembles the account timeline from email, calendar and meetings, with every line clickable to the message it came from.
How it works
Import, connect, read the verdict
Nothing here asks a rep to do anything new. The signal is already in the mailbox; Avocet CRM assembles it.
1. Import your pipeline
Upload a CSV export from HubSpot or Salesforce. Avocet maps the fields, previews what it will create, and proposes duplicate merges with a confidence score on each — nothing uncertain merges silently.
2. Connect a mailbox, read-only
Avocet CRM never sends, modifies or deletes mail. It normalises messages into an account timeline tied to companies, people and deals.
3. Get a verdict with evidence
One AI pipeline takes a deal plus its recent thread and returns a structured health verdict: risk, reason, and the actual sentence it came from.
4. Read the digest
Each rep sees the deals needing attention on their book. Their leader sees the same thing rolled up. Every line is clickable to its evidence.
Before you ask
The AI cannot change your data
AI in Avocet CRM never mutates a record. It returns a typed proposed action which is validated, permission-checked, approved where required, executed, and audit-logged. Sending an email, deleting, merging, closing a deal and touching a financial field always require a human approval — and there is no setting to turn that off.
Tenant isolation is enforced by PostgreSQL row-level security and asserted at the SQL level in continuous integration, not just claimed in application code. Read the security page, including what we deliberately do not claim yet.
See it on a real pipeline
Every account starts with a seeded demo workspace, so you can see exactly what the output looks like without granting any mailbox access.