AI CRM features

Every feature your AI-native CRM needs

From data enrichment to sales pipelines to agent-ready workflows, see how Breakcold helps you sell more with less admin.

AI agents

Put AI agents to work on your CRM

Connect your favorite AI agents to Breakcold so they can read, enrich, and act on your CRM data in real time.

MCP Server: Expose your CRM to any AI agent through the Model Context Protocol, with secure, granular access to records, inbox, and tasks.
Claude Integration: Let Claude read and update your CRM, draft replies, and enrich records straight from your conversations.
ChatGPT Integration: Connect ChatGPT to Breakcold to query your pipeline, summarize deals, and trigger actions without leaving the chat.
OpenClaw & Hermes AI: Plug in autonomous agents like OpenClaw and Hermes AI to run outreach, follow-ups, and data hygiene on autopilot.

Data & enrichment

Let AI fill the gaps, keep records clean, and shape your CRM around the way your team actually sells.

CRM Data Enrichment: Automatically fills in 50+ data points like email, phone, LinkedIn, job title, and company info from public sources, without overwriting your manual entries.
AI CRM Formulas: Automate complex calculations and logic with AI to enrich data, predict outcomes, and streamline every workflow.
Smart Views: Customizable, dynamic views that filter and organize records using AI-powered criteria for better visibility and action.
Unique Identifiers: Assigns and manages unique IDs to records to keep data consistent and eliminate duplicates across systems.
CRM Custom Objects: Create tailored data structures beyond standard People and Company records for your unique business needs.
CRM Custom Fields: Add data points unique to your business on individual leads, companies, and deals or opportunities.

Conversations

Add contacts from anywhere, unify every message in one inbox, and never lose the context of a deal.

Add & manage from 7+ platforms: Add and manage leads from LinkedIn, Sales Navigator, Instagram, Gmail, YouTube, X, Facebook, and WhatsApp without back-and-forth.
Multichannel Conversations Sync: Unifies messages from email, chat, and social platforms into a single inbox with full CRM integration.
Multichannel CRM Inbox: Centralizes every customer interaction across channels into one unified, AI-enhanced inbox.
Meeting Recorder: Captures, transcribes, and summarizes meetings, storing key insights directly in the CRM for easy follow-up.
Meeting Insights: Extracts key takeaways, action items, and decisions from recordings and transcripts to drive follow-up.

Pipeline & automation

See where each lead stands, turn next steps into tasks, and connect Breakcold to the rest of your stack.

Sales Pipeline: Understand where leads are in their journey with unlimited pipelines — a separate one for each contact type.
CRM Tasks: Create, assign, and track tasks straight from conversations or records with reminders and progress tracking.
Webhook Receiver: Real-time data ingestion by receiving events and payloads from external apps to update CRM records instantly.
Webhook Sender: Trigger external actions by sending data from Breakcold to other apps via fully customizable webhooks.

Team & governance

Assign owners, protect private conversations, and manage every business or client from one account.

Tag Team Members: Assign team members to records for collaboration, keeping accountability and visibility across the team.
Roles & permissions: Stop team members from seeing your personal email or social conversations with advanced roles and permissions.
Workspace system: Create multiple workspaces under your organization and switch between businesses or clients with one account.

Less admin. More selling.

Join over 1,000 agencies, startups, and consultants closing deals with Breakcold.