--- title: "Xedant CRM Agent" id: "1897" type: "page" slug: "crm" published_at: "2026-09-30T19:35:02+00:00" modified_at: "2026-10-09T02:18:43+00:00" url: "https://xedant.com/agents/crm" markdown_url: "https://xedant.com/agents/crm.md" excerpt: "A CRM with an AI agent inside: customers, leads, deals, invoices and service in one…" --- # Xedant CRM Agent [https://xedant.com/agents/crm.md](https://xedant.com/agents/crm.md) 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. And when there is no work to do, the product spends neither processor time nor memory: it has no timer-driven background work. 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 One search field finds customers, deals and tickets alike 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 Reports and dashboards are set up as data, exported to tables and delivered by email 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 Automation: when-this-then-that rules and multi-step processes with a journal and approvals Your own Python code when the built-in features are not enough Everything on your server, and the license limits only the chat with the agent [Installation](/agents/crm/install) [Documentation](/agents/crm/docs) [FAQ](/agents/crm/faq) [Licensing](/agents/crm/license) ### What a CRM agent is and how it works [/agents/crm/docs/getting-started](/agents/crm/docs/getting-started) 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 [Learn more](/agents/crm/docs/getting-started) ### Contacts and companies: one customer base [/agents/crm/docs/contacts](/agents/crm/docs/contacts) 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 [Learn more](/agents/crm/docs/contacts) ### Timeline: the whole customer history in one place [/agents/crm/docs/timeline](/agents/crm/docs/timeline) 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 [Learn more](/agents/crm/docs/timeline) ### Duplicates and data quality [/agents/crm/docs/data-quality](/agents/crm/docs/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 [Learn more](/agents/crm/docs/data-quality) ### Import, export and bulk operations [/agents/crm/docs/import-export](/agents/crm/docs/import-export) 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 [Learn more](/agents/crm/docs/import-export) ### Custom fields, objects and views [/agents/crm/docs/customization](/agents/crm/docs/customization) 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 [Learn more](/agents/crm/docs/customization) ### Leads: intake and processing [/agents/crm/docs/leads](/agents/crm/docs/leads) 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 [Learn more](/agents/crm/docs/leads) ### Deals and the sales pipeline [/agents/crm/docs/deals](/agents/crm/docs/deals) 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 [Learn more](/agents/crm/docs/deals) ### Money: quotes, invoices, payments, contracts [/agents/crm/docs/money](/agents/crm/docs/money) 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 [Learn more](/agents/crm/docs/money) ### Marketing: campaigns, audiences and mailings [/agents/crm/docs/marketing](/agents/crm/docs/marketing) 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 [Learn more](/agents/crm/docs/marketing) ### Communications: email, calls, messengers, website [/agents/crm/docs/communications](/agents/crm/docs/communications) 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 [Learn more](/agents/crm/docs/communications) ### Service: tickets, deadlines, knowledge base and customer portal [/agents/crm/docs/service](/agents/crm/docs/service) 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 [Learn more](/agents/crm/docs/service) ### Add-ons: assemble the product for yourself [/agents/crm/docs/addons](/agents/crm/docs/addons) The product is built from a small core plus twenty-three add-ons: sales, money, marketing, communications, service, plus automation, analytics and your own scripts 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 [How add-ons work](/agents/crm/docs/addons) [Add-ons catalogue: all twenty-three](/agents/crm/addons) ### Twenty-three add-ons Here is the whole product. Click any add-on to open its page: why you need it, what it does, what it is connected to and what it deliberately does not do. ![Leads](https://xedant.com/wp-content/uploads/2026/09/icon-trend.svg)### [Leads](/agents/crm/addons/leads) Every incoming inquiry from every channel in one list: routing to the right salesperson, lead scoring and first-response deadlines. ![Deals](https://xedant.com/wp-content/uploads/2026/09/icon-handshake.svg)### [Deals](/agents/crm/addons/deals) A visual pipeline: what stage each sale is at, what to do next, who is involved and what revenue to expect. ![Money](https://xedant.com/wp-content/uploads/2026/09/icon-wallet.svg)### [Money](/agents/crm/addons/money) Everything from quote to payment: the product catalogue with prices, invoices, payments and what customers owe you. ![Marketing](https://xedant.com/wp-content/uploads/2026/09/icon-gift.svg)### [Marketing](/agents/crm/addons/marketing) Campaigns and customer journeys on autopilot, with consents handled automatically; reports show what brings in sales. ![Partners](https://xedant.com/wp-content/uploads/2026/09/icon-globe.svg)### [Partners](/agents/crm/addons/partners) A cabinet for resellers and dealers: deal registration, assigned leads and the price lists you choose to share. ![Inbox](https://xedant.com/wp-content/uploads/2026/05/icon-folder.svg)### [Inbox](/agents/crm/addons/inbox) Every customer conversation — mail, calls, chat and messengers — in one place, with the full history. ![Email](https://xedant.com/wp-content/uploads/2026/09/icon-send.svg)### [Email](/agents/crm/addons/mail) Company mailboxes inside the CRM: shared team mailboxes, reply templates and filters that route incoming mail. ![Telephony](https://xedant.com/wp-content/uploads/2026/09/icon-smartphone.svg)### [Telephony](/agents/crm/addons/telephony) Calls without leaving the CRM: click a number, see history and recordings on the customer’s card, and watch who is on the line right now. ![Messaging](https://xedant.com/wp-content/uploads/2026/09/icon-speech.svg)### [Messaging](/agents/crm/addons/messaging) Customer dialogues in SMS, WhatsApp, Telegram and other messengers, next to email and calls. ![Website chat widget](https://xedant.com/wp-content/uploads/2026/09/icon-message.svg)### [Website chat widget](/agents/crm/addons/chat) A chat on your website: visitors’ questions, contacts and callback requests land straight in the CRM. ![Calendar](https://xedant.com/wp-content/uploads/2026/09/icon-calendar.svg)### [Calendar](/agents/crm/addons/calendar) A shared company calendar: meetings, calls and tasks with reminders, plus customer self-booking by link. ![Notifications](https://xedant.com/wp-content/uploads/2026/09/icon-activity.svg)### [Notifications](/agents/crm/addons/notifications) A new lead, an approaching deadline, a customer’s reply — every event reaches the right person. ![Privacy](https://xedant.com/wp-content/uploads/2026/09/icon-lock.svg)### [Privacy](/agents/crm/addons/privacy) Personal data is seen only by those who need it, and every look is recorded. ![Service](https://xedant.com/wp-content/uploads/2026/09/icon-briefcase.svg)### [Service](/agents/crm/addons/service) Requests as tickets: each has an owner and a deadline, and queues and ready replies speed up the work. ![SLA](https://xedant.com/wp-content/uploads/2026/09/icon-timer.svg)### [SLA](/agents/crm/addons/sla) Deadline promises under control: working hours, target response times by priority and an early warning of risk. ![Knowledge base](https://xedant.com/wp-content/uploads/2026/09/icon-lightbulb.svg)### [Knowledge base](/agents/crm/addons/knowledge) Articles with owners and review dates, so answers stay current and customers find solutions themselves. ![Portal](https://xedant.com/wp-content/uploads/2026/09/icon-grid.svg)### [Portal](/agents/crm/addons/portal) A customer cabinet: their own requests and documents, new submissions and the knowledge base — without calling your team. ![Feedback](https://xedant.com/wp-content/uploads/2026/05/icon-favorite.svg)### [Feedback](/agents/crm/addons/feedback) Surveys after completed work: a low score immediately creates a task for a named owner. ![ITSM](https://xedant.com/wp-content/uploads/2026/09/icon-server.svg)### [ITSM](/agents/crm/addons/itsm) Incidents, problems, changes with approvals and an asset registry — for IT and service teams. ![Contracts](https://xedant.com/wp-content/uploads/2026/09/icon-license.svg)### [Contracts](/agents/crm/addons/contracts) Service contracts: what is covered and until when, renewal reminders and prepaid hour balances. ![Automation](https://xedant.com/wp-content/uploads/2026/09/icon-zap.svg)### [Automation](/agents/crm/addons/automation) Rules that say “when this happens, do that”, and multi-step processes with a journal and approvals. ![Analytics](https://xedant.com/wp-content/uploads/2026/09/icon-chart.svg)### [Analytics](/agents/crm/addons/analytics) Reports and dashboards built from your own data, with exports to spreadsheets and scheduled email delivery. ![Scripts](https://xedant.com/wp-content/uploads/2026/09/icon-code.svg)### [Scripts](/agents/crm/addons/scripts) Your own Python code for whatever the built-in tools do not cover, when data has to be pulled or sent. ### Automation: rules and multi-step processes [/agents/crm/docs/automation](/agents/crm/docs/automation) A rule reads in plain words: “when this happens, do that”. Conditions and actions are described as data, with no programmer needed A process of several steps: checks, pauses, retries and a quiet mode so the customer is not bothered twice A dry run before switching on and a journal of every step: you see what fired, what did not and why A person confirms what matters: the approval step and tasks for staff are decided in the browser [Learn more](/agents/crm/docs/automation) ### Analytics: reports and dashboards [/agents/crm/docs/analytics](/agents/crm/docs/analytics) A report is described as data, not code: what to count, by which cuts and for which period One or two groupings and clear totals are enough for most day-to-day questions A dashboard gathers several reports on one screen so the whole picture is visible at once A ready report can be exported to a table (CSV or an Excel file) and sent by email on a schedule [Learn more](/agents/crm/docs/analytics) ### Your own Python code [/agents/crm/docs/scripts](/agents/crm/docs/scripts) For when the built-in features are not enough: your own check, your own calculation, your own data source A script’s description lives next to the data and is switched on when needed — no rebuild of the product Four connection points: on a schedule, run by hand, taking in outside data by key, or as an automation step There is a run journal and a time limit; honestly, there is no sandbox — the code is trusted and runs with the server’s rights [Learn more](/agents/crm/docs/scripts) ### Screens and workplaces [/agents/crm/docs/views](/agents/crm/docs/views) 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, Analytics, Automation, Processes, Scripts, Search results, Settings A 360° customer card with tabs: timeline, related records, files, notes, fields and change history Not a single data editing form: in the browser a person only approves approvals and tasks, the records are changed by the agent, and everything updates in real time [Learn more](/agents/crm/docs/views) ### Search across the product [/agents/crm/docs/search](/agents/crm/docs/search) One field at the top of the sidebar instead of a dozen separate filters It looks through customers, deals, tickets and other records — across every main section at once Words match from their beginning and regardless of case, and what was found is highlighted Honestly: there is no meaning-based search and finds appear seconds later; deleted records are left out [Learn more](/agents/crm/docs/search) ### Managing the agent over the API [/agents/crm/docs/api](/agents/crm/docs/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 [Learn more](/agents/crm/docs/api) ### A chat with the AI agent inside the CRM [/agents/crm/docs/agent](/agents/crm/docs/agent) 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 [Learn more](/agents/crm/docs/agent) [Installation](/agents/crm/install) [Documentation](/agents/crm/docs) [FAQ](/agents/crm/faq) [Licensing](/agents/crm/license) Personal license 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. Company license 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. Service license 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. Free trial 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. What the license limits 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.