A CRM with an AI agent inside: customers, leads, deals, invoices and service in one place — and it is the agent that keeps the data, not you
This is a customer database (CRM) on your own server where an AI agent is a full participant, not a bolt-on: it creates and cleans customer records (contacts, companies, registration details), keeps the communication timeline, merges duplicates, accepts requests from your website, moves deals through the pipeline, prepares quotes and invoices, runs mailings and communications, and services tickets on schedule. The key feature of the model: there is not a single editing form in the interface — you watch through the screens and give commands to your AI agent (a chat with Xedant Agent), while changes are made through the management key over the API (the management address your agent uses). The second feature: the product is assembled from a small core and add-ons you enable as you need them. Everything lives on your servers, and the data never leaves them.
The AI agent keeps the data: it creates and cleans records while you watch and give commands
Not a single editing form in the interface — you cannot spoil the data by accident
One customer base: contacts, companies, registration details, links and a holding hierarchy
Every record is checked for duplicates, with a separate queue for reviewing them
Duplicates merge with a rollback, and the AI brings the data to one consistent form
The whole history in one feed: notes, calls, emails, tasks and files
CSV import and export with a dry run, rollback and a history of operations
Request intake in one place: public addresses by key and a ready-made form page
No lead is left without an owner: distribution rules and first-touch deadlines
Pipelines and stages are configured as data, and every move goes into a log
From quote to cash: goods, discounts, invoices, payments, receivables, contracts and subscriptions
Mailings and campaigns with consents, audiences and honest statistics
Email, calls, messengers and a website widget in one conversation with a shared inbox
Service tickets with deadlines, escalation, a knowledge base and a customer portal
The product is built from a core plus add-ons: enable only what you need
Custom fields, custom objects for your industry, tags, views and segments
Observation screens update in real time and use words instead of codes
One management key for the agent: the browser can only read, only the agent can change
A self-documenting reference: an agent with an address and a key acts on its own
A chat with the AI agent inside the CRM: manage data with words without leaving the window
Everything on your server, and the license limits only the chat with the agent
What a CRM agent is and how it works
A CRM where the AI agent is a full participant: it keeps the data while you watch and give commands
Everything runs on your own server, data never leaves it, and management is protected by a separate key
You watch the screens and give commands in the chat, while the agent changes the records
Without a connected Xedant Agent only the chat is unavailable: records can be created and changed by direct API commands
Contacts and companies: one customer base
Contacts with several channels: email, phone, messengers and extra attributes
Companies with Russian registration details (INN, KPP, OGRN), domains and a holding hierarchy
Person-to-company links with roles (customer, partner, supplier): one person can belong to several companies
A customer status along the life cycle, soft delete to the trash with restore, filters and saved selections
Timeline: the whole customer history in one place
A single feed of events for every record: notes, calls, emails, tasks, files and attachments
Every field change shows before and after, signed by whoever made it
Records are linked: a contact, a deal, an invoice and a ticket stay connected
Email is pulled into the timeline over IMAP, and messages are grouped into threads
Duplicates and data quality
Every new or changed record is checked for duplicates by email, phone, registration details and domain
A duplicate queue with exact and fuzzy match scores and the reason a match was found
Side-by-side comparison and merging with a rollback if the decision turns out wrong
The AI normalizes phones, names and titles (also with a rollback), and verified data shows its source and age
Import, export and bulk operations
Import tables from a CSV file with a dry run that writes nothing and a rollback of the result
Linked import: contacts and companies are created together without losing their links
Export any data set with a history of what, when and how much was exported
Bulk edits, marks, deletes and assignments, and the whole run can be rolled back in one action
Custom fields, objects and views
Custom fields on any record, in your own terms and without programming
Custom objects for your industry: their API management is created automatically
Tags and saved list views, so every employee keeps their own selections
Segments are dynamic customer groups that feed your mailing audiences
Leads: intake and processing
Request intake in one place: public addresses by key (including forms on another site) and a ready-made form page
A repeated request attaches to an existing lead, and no lead is left without an owner
A transparent lead score shows how it was built, and the first-touch deadline is watched with escalation
Qualification turns a lead into a contact, a company and a deal, while rejected requests and spam are kept
Deals and the sales pipeline
Pipelines and stages are configured as data, and gates work on a stage change
A stage history log and analytics over it: conversion, speed, bottlenecks and forecast accuracy
Win and loss reasons, the buying committee, the sales team and commission sharing
A mandatory next step, control of stalled deals, competitors, quotas and plan versus fact
Money: quotes, invoices, payments, contracts
A catalog of goods and services, price books, a single pricing rule and discounts with a log of applied ones
Quotes with lines and an automatic total, sent by email with a public page and view tracking
Invoices, payments, payment allocation, credit notes, receivables with reminders and credit limits
A contract register with renewals and delivery acts, subscriptions with recurring invoices, and quote-to-cash analytics
Marketing: campaigns, audiences and mailings
Email templates with versions, consents and sending bans, a preference center for the customer and a single sending gateway
Audiences and campaigns with a sending log; bulk mailings go out in batches with honest statistics
Trigger scenarios and email series, SMS and messengers, website tracking and channel attribution of revenue
Surveys and NPS, landing pages and web forms, A/B checks, loyalty, coupons and recommendations
Communications: email, calls, messengers, website
A channel is just a property of a conversation: a request from email, a call or a messenger lives in one place
A shared inbox with assignment and statuses counts the deadline from the moment a request arrives
Email, telephony and messengers; a website widget with consent and without third-party cookies
Bots always offer a way to a human, the calendar never books double slots, and notifications are configurable
Service: tickets, deadlines, knowledge base and customer portal
A single ticket: queues, routing and assignment are configured as data
Internal and public messages are separated on the server, so an internal note never reaches the customer
Response and resolution deadlines respect working hours, holidays and pauses, and an escalation ladder kicks in
A knowledge base, a customer portal, surveys (CSAT, CES, NPS) and metrics with published formulas
Add-ons: assemble the product for yourself
The product is built from a small core plus add-ons: Deals, Money, Leads, Marketing and eight communication and service add-ons
A fresh install starts with the core, and you enable the parts you need in the Add-ons catalog
Disabling keeps the data: the code is switched off while everything you built stays in place
Enabling and disabling take effect on restart, which is safer than changing the set on the fly
Screens and workplaces
Observation screens: Home, Contacts, Companies, Deals, Leads, Quotes, Invoices, Contracts, Products
Marketing and Campaigns, Inbox, Tickets, Service, Knowledge base, Portal, Calendar, Add-ons, Operations, Trash, Duplicates, Timeline, Reports, Settings, Chats
A 360° customer card with tabs: timeline, related records, files, notes, fields and change history
Not a single editing form: the only action is managing add-ons, and everything updates in real time
Managing the agent over the API
A single management address: a browser can only read, while data changes require the agent key
A self-documenting reference returns the resource catalog, conventions and hints, so an agent with an address and a key acts on its own
The agent and the browser receive the same change notifications, and every edit shows who made it
Public intake uses a separate key and can only create a lead, so it never touches the customer base
A chat with the AI agent inside the CRM
A chat inside the CRM: manage your data with words without leaving the window
Your own Xedant Agent connects by address and key, and the data stays on your server
Without a connected agent the chat is hidden, while screens, public intake and API management keep working
The license limits only sending a message in the chat; everything else works without it
Every CRM Agent feature with no limits for individuals: unlimited installations on any of your computers and servers. $197 one-time payment for a lifetime license, 12 months of free updates, then (optionally) a 50% discount on the next 12 months of updates from the original purchase price. The matching Xedant Agent license is included as well — it is the chat with the AI agent you use to command your customer data.
Every CRM Agent feature with no limits for everyone in a company or team, external contractors included. $497 one-time payment for a lifetime license with 12 months of free updates, then (optionally) a 50% discount on the next 12 months of updates from the original purchase price. The Xedant Agent license for team work with the agent is included as well.
Unlimited instances of CRM Agent under your domain + the full source code with the right to change it any way you like: update the look, rename the product for your company, integrate it closely with your infrastructure. Any visitor of your domain may use it as part of your services. $970 one-time payment for a lifetime license with 12 months of free updates, then (optionally) a 50% discount on the next 12 months of updates from the original purchase price. For smooth upgrades, we recommend changing only the branding and the integration — that keeps merging new versions simple.
To evaluate the product calmly, a free trial license is issued for 30 days. In features it is no different from the paid one: the license limits only sending messages in the chat with the AI agent, while everything else — the customer base, timeline, leads, deals, money, marketing, communications, service, screens and direct management — works without it. The trial key is issued on request — write to us on Telegram with your name and email.
Honestly: the license limits exactly one thing — sending messages in the chat with the AI agent. The customer base, timeline, leads, deals, money, marketing, communications, service, screens and direct management all work without a license, so you can run the product without Xedant Agent.
What it gives you: the right of use, 12 months of free updates and support, and then a 50% discount on update renewals. The product is built to run in a closed network, so the license never gets in its way — it is about the right of use and updates, not about a key nothing works without.
