Open dedicated Research and CRM workspaces
Choose a Research or CRM vault and work with the records that fit its purpose.
Improvements
- Manage people, organizations, activities, tasks, deals, and pipelines in CRM.
- Review duplicates during imports and retain stable IDs when handing work off.
- Open legacy Analytics CRM bookmarks in CRM Settings with their recognized X-Ray context.
MCP server
- Search CRM work and list or update pipelines through governed Memory tools.