Everything you need. Nothing you don't.
Run it all from one place.Lose nothing along the way.
Your AI agents, your people, your projects, your CRM, and your meetings in one workspace. Agents do the repeatable work, so your team spends its day on the work that brings revenue in.
Chat is the new interface
Stop clicking through software.Just ask.
Your workspace works from the AI assistants you already use. Everything your agents can do in CreatorRM, you can ask for in a sentence.
- Cursor
- Claude Desktop
- claude.ai
- ChatGPT
- Gemini
- Grok
- Perplexity
Cursor, Claude Desktop, claude.ai, ChatGPT, Gemini, Grok, and Perplexity are trademarks of their respective owners. CreatorRM is not affiliated with or endorsed by them.
Run the business from the chat you already use.
“Follow up with everyone who booked last week.” “Move the Hernandez project to review.” “What did we promise Acme on Tuesday’s call?” Your assistant does it inside CreatorRM, drawing on 300+ actions across your CRM, projects, meetings, content, and website. Owners and admins get the full set; everyone else gets what their role allows.
Connect once. No keys to copy.
Sign in, pick the workspace, approve what the assistant can do. That’s the whole setup, and you can disconnect any time.
Limited to what you’re allowed to do.
A connected assistant gets your role’s permissions, not more. Owners can narrow or turn off any team member’s connected assistant, and new connections are recorded in the audit log.
The difference
Hours
of your time
Days
turnaround
Minutes
with CreatorRM
“The biggest mistake I see operators make in year one…”
Auto-trimmed to thought boundary. Captions burned. Reframed 9:16. Hook scored across 4 platform-fit signals.
The real thing
The pattern
01
Record
A 90-min conversation.
02
Stall
Days waiting on edits.
03
Skip repurpose
Post full ep. Hope.
04
Pipeline dies
Back to paying ads.
Upload once. Walk away with the posts.
Transcript, clips, hooks, blog, and captions, in minutes.
Everything below is on every paid plan unless it is marked Studio or Agency. Compare plans
CRM
Know everyone. Forget nothing.
Every contact stays warm, auto-enriched, with AI drafting your next move so no relationship slips through the cracks.
Morgan Reyes
Quick actions
Lead details
- Title
- VP, Business Operations
- Status
- Active
- Preferred channel
- Auto (no preference)
Content
One recording. Everything you post.
Record once and walk away. The clips, captions, and blog post get made for you in minutes.
Step 2 · Clips
Finds the best moments and cuts platform-ready clips.
AI suggests, from your workspace DNA: targets founders and operators scaling past $1M, emphasizes speed-to-ship over perfection.
"The biggest mistake most operators make in year one..."
92they wait for permission instead of shipping the smallest version and learning from what actually happens...
"Here's the moat nobody talks about..."
88it's not the product, it's how fast you can turn a customer conversation into a shipped fix...
Chat
Ask Anna. Get it done.
One thread that already knows your CRM, your content, and your brand voice, so every answer comes with the context to act on it.
Who answers
Anna
General assistant
Jarvis
Ops & automations
Synthesis
Research & strategy
Emerald
Autonomous goals
Connect your AI
Use Claude, Cursor, or ChatGPT. Not a second UI.
Hook the AI you already pay for to this workspace. Authorize once with OAuth. No API key to copy. Your assistant can create contacts, draft email, and pull clips while you stay in the app you know.
Web
Launch a site in minutes.
Your site and docs build themselves from what you already do, on your domain, no developer needed.
AI Enrich This Page: pull details from your DNA and existing site to fill this out.
Company Information
Comms
Every channel. One inbox.
Stop hunting across apps. Every message lives on the contact, ready for you to reply.
Dana Whitfield
2mSounds good, sending the deposit today.
Priya Chandra
18mCan we push the call to Thursday?
Marcus Elliot
1hGot the contract, signing now.
Dana Whitfield
SMSIntelligence
Stop guessing.
Anna learns from every interaction, so every post starts from what already worked.
Your advisor team
Chief Strategy Advisor
CharacterChief Financial Advisor
CharacterGrowth & Acquisition Advisor
CharacterBrand & Messaging Advisor
CharacterEvery advisor works from your workspace's DNA (brand, strategy, and history) and can pull real CRM data before answering.
Security
Locked down by default.
Your clients' data stays your clients' data. Zero Trust, tenant isolation, and encryption are on every plan.
Every plan
Your keys. No markup.
Already paying for Claude, GPT, Gemini, Grok, or Perplexity? Bring your own key instead of switching tabs to use it. Drop it in your workspace's vault and every model you've connected runs right inside CreatorRM. Your provider bills you at their price.
Keys, vaulted
Each credential is encrypted with its own key before it touches storage. We never see it in plain text.
No markup
Your provider bills you directly. CreatorRM adds no markup, asks for no prepaid balance, and charges no monthly fee for your keys. Your key does not replace your AI pack: features you run on it can still use pack units, and can pause when the pack runs out.
Usage, tracked
Every call on your keys is logged by model, with token counts, so you can see where the work goes.
Your own AI model keys are included with every plan. Every plan also includes AI usage on our models and can connect its own tools.
Agency and up
Built fast. Secured for real.
Most vibe-coded apps ship wide open: no real auth, no tenant isolation, nobody watching. Bring yours in and it runs inside the same locked-down account as everything else here, wired to your real workspace data, with the compute and memory to back it.
Bring what you built
Drop in the app you vibe-coded, rough edges and all. We rebuild it to run on our stack.
Inherits our security
The same Zero Trust auth, tenant isolation, and encryption every other feature here runs on. Not bolted on after the fact.
Compute and memory, included
Runs on your workspace's real AI compute budget, and what it learns joins your workspace's own memory, not a silo.
Bring Your Own Vibes is available on Agency and Enterprise.
Type-adaptive workspaces
You're not buying a generic CRM. Pick your business type and the workspace molds to your industry: its own DNA template (strategy, ICP, goals, metrics, brand voice), plus type-specific features, navigation, automations, and AI copilots.
Creators & Media
- AI clip engine + auto-captions and hooks
- Show-notes & full episode assembly
- Audience CRM with booking and scheduling
- Brand-voice copilot tuned to your show
Agencies & Business
- Multi-client child workspaces under one roof
- White-label client portals (your brand, not ours)
- Per-client DNA: every client gets its own brain
- Client reporting and deliverables built in
Civic & Community
- Compliance-aware outreach (FEC / TCPA)
- Donor, volunteer & member CRM
- Consent gating on every channel
- Segmented voter / member tooling
Regulated & Professional Services
- Intake & case / matter workflows
- Lead intelligence (crash reports / qualified leads)
- DPPA & consent gates enforced server-side
- Compliance-aware communications
Trades, Property & Finance
- Construction PM: RFIs, submittals, change-orders, margin recovery
- Property-record lookups for real estate
- Lender submission pipeline for loan brokerage
- Storefront, menu & reviews for retail / hospitality
Not another analytics screen
Your dashboard is alive.It opens on what matters today.
No generic charts. CreatorRM builds your dashboard from your workspace's own DNA, every time you open it.
Built for your business, not a template
A construction company and a political campaign never see the same dashboard.
Tells you what matters, not everything
Opens like a two-minute briefing, not a spreadsheet.
Explains your own numbers back to you
Plain English: what changed, and why it matters.
Built to be safe by design
It can only ever see your own data. Nothing more.
Bring everyone in
Your team, your contractors, your clients.Each with exactly the access they need.
Employees, part-timers, contractors on a short job, and the clients you serve all work in the same place, and each person sees only what you give them access to.
Five roles, from full control to read-only
Owner
Everything, including billing
Admin
Runs the workspace
Editor
Creates and changes work
Member
Works in what they’re given
Viewer
Read-only
Finer than a role.
Give someone edit access to projects but view-only on the CRM, or keep billing to your admins. Access is set per area and per person, and the server enforces it, not just the menu.
Clients see only what you share.
Clients sign in to their own portal with an emailed code. They see only the files, forms, and updates you share, and can review or request changes. Revoke access in a click.
Contractors in, for as long as the job.
Add a contractor with access to only the areas they need, and remove them in a click when the job is done. On construction projects, subcontractors and engineers get read-only access to one project through an invite that expires.
A record of who did what.
Admins get an audit log of sign-ins, permission changes, invitations, shares, and sensitive data access. Agent keys and assistant connections are logged too.
$229 credit on your first Studio month. Cancel anytime, no surprise charges.
Start Studio with $229 on us