Live report
Bars
Revenue by owner
CRM infrastructure shaped around your businessBuild once · Add lower-cost team seats
Build your custom CRM
The CRM that fits your business, not the other way round.
Start with a focused pipeline or build an advanced operating system. Your AI agent configures the records, actions, rules and reports; your team gets one clear place to work.
14-day free trial on every workspace
Old way vs the Cranned way
Six weeks of consulting, or one sentence to your AI.
A one-minute look at what setting up a CRM used to cost — and the value your own AI can build around your business.
One engine · Any operating modelLive product examples
Customise
Customised to your exact needs and reports
CRM projects stall in settings menus and supplier quotes. Describe your operation to your own agent and it rebuilds the stages, fields and reports around it — you preview everything before it goes live.
Owner + AI agent
Add a legal review stage, an approval action and a forecast report for commercial deals.
I’ve prepared 3 changes for Northstar Commercial.
Legal review stage
Submit for approval action
Weighted forecast report
Preview readyPublish changes
Live report
Trends
Conversion over time
Live report
Breakdowns
Work by category
Live report
Tables
Anything your team tracks
Update
Update it through your agent from anywhere
Work slips when the next step is stuck in someone's inbox or notes app. Say it once in plain language and your agent writes the record, fills the fields and queues the follow-up — no form to open.
Anyone on the team + AI agent
Log an enquiry — Dana Wells, dana@northgate.co, 07700 900118. Wants a visit Thursday morning, budget around £2,400.
Writing to the workspace
Logged in the workspace. Here’s what I captured:
New enquiry record
Contact details — email and phone
Visit preference and budget
Follow-up action, assigned to you
Nothing to retypeLive in the CRM
Now in the workspace
Just created
Enquiry
Dana Wells
dana@northgate.co · 07700 900118
- Preferred time
- Thursday morning
- Indicative value
- £2,400
- Stage
- Enquiry
- Assigned to
- You
Call back today
Due 17:00 · from the rule on new enquiries
It lands in the live workspace your team works in — no forms, no screens opened.
Share
Share the data your team needs, in the shape they need
The numbers that matter live in spreadsheets, inboxes and someone's head, so nobody trusts the picture. One workspace holds every record and shows each person their own pipeline, actions and reports — shared the moment it changes.
Fenn AdvisoryOpen enquiries
24Quoted
£18.4kDue today
6Enquiry
Alice Marr
New · Today
Quoted
Mill House
£2,400
Booked
Old Forge
Fri · 09:00
Northstar CommercialEnterprise pipeline
Forecast 71%£482kWeighted pipeline38Active accounts
Approval queue
1
Orion Group
Legal review
2
Apex North
Finance sign-off
3
Kite Retail
Proposal due
Simple to advanced Reports of any shape Interact through your AI agent
01
Describe the business
02
Agent configures Cranned
03
Owner publishes
04
Team gets to work
Shared Inbox
From customer email to approved reply.
Give the workspace its own email address or CC it into a conversation. Cranned links the thread to the customer, your agent prepares the reply, and a person approves it before it is sent.
Inbox
sales@yourcompany.comProposal follow-up
Northstar Commercial · Email thread
Received · dana@northstar.co · Just now
Hi, could you confirm the revised timeline before Friday?
Agent draft — needs your approval
DraftHi Dana, yes — the revised timeline is confirmed for Friday. I’ve also added the next review to your account.
Approve & sendApprove onlyDiscard
Sent · sales@yourcompany.com
LoggedHi Dana, yes — the revised timeline is confirmed for Friday. I’ve also added the next review to your account.
Email received
Record linked
Draft prepared
Human approved
Reply logged
Why Cranned
Traditional CRM makes the business fit the software.
Cranned reverses that relationship, while keeping the control, history and reliability a serious operation expects.
01
Restrictive by default
Most CRMs ship someone else’s process. Your team is left bending real work around fixed software.
02
Expensive at every seat
Enterprise prices follow every person who opens a record, whether they configure the system or simply use it.
03
Cranned separates build from use
Your agent shapes the CRM once. Your staff get focused, lower-cost seats to run the day.
One system, two experiences
Powerful to shape. Simple to operate.
Owners build through conversation. Staff work through a focused CRM. Nobody has to learn a generic configuration suite.
Built by conversation
Describe the process in plain language. Your agent translates it into live CRM structure.
- No templates to bend
- No consultants
- Change it any time
One clear workspace
Staff log leads, move work and clear tasks without touching configuration or AI.
- Quick actions
- Phone and desktop
- Lower-cost seats
Every change recorded
Configuration stays visible and traceable, with a history of what changed and when.
- Change history
- Private workspace
- Owner and staff roles
Beyond your team
Your CRM, connected to everyone you work with.
Alerts in Slack and Teams, status pages for customers, deals shared with partners, and setups others can start from.
Slack & Teams
New deals, wins and losses posted to your channel.
Client links
A private status page per customer — they can reply.
Shared deals
Work a record with a partner's workspace, kept in sync.
Blueprints
Publish your setup; others start from it in a click.
Commercial model
One cost to build. A little per seat.
Every workspace starts with a 14-day free trial.
Your process. Your CRM.
Build the CRM your business actually needs.
One cost to build. A smaller cost for every person who uses it.