Skip to content
Your relationships. In context.

Your next move,
already in view.

The CRM for people who build relationships.
Bring your contacts, conversations and content together. Ask ClawLI to help with what comes next.

Less admin. A little more human.
People, context and next steps. Together.01 / WORKSPACE
PeopleAll
Filter Search recordsProduct preview
ContactCompanyRelationshipNext action
NorthstarProspectShare proposal
FormaIn conversationFollow up Thursday
OutlineClientMonthly check-in
Common GroundProspectSend introduction
DaybreakIn conversationReview brief
Studio TwoClientPlan next month
Ask ClawLI to find people, prepare a follow-up, or review your pipeline…
Illustrative records. Your workspace uses your own data.

Good relationships don’t fit
into disconnected tools.

One place to remember the conversation, see the opportunity and make the next move. From your first introduction to your next project together.

From a conversation
to what comes next.

THE WORKSPACE 1.0

Know the person.
Keep the context.

A considered home for your contacts. See who they are, where you left off and what needs your attention, without opening five different tabs.

Explore your CRM
PeopleAll
Filter Search recordsProduct preview
ContactCompanyRelationshipNext action
NorthstarProspectShare proposal
FormaIn conversationFollow up Thursday
OutlineClientMonthly check-in
Common GroundProspectSend introduction
DaybreakIn conversationReview brief
Studio TwoClientPlan next month
Ask ClawLI to find people, prepare a follow-up, or review your pipeline…
Illustrative records. Your workspace uses your own data.

Less catching up.
More moving forward.

Prepare follow-ups with the conversation in view. Review the draft, make it yours and decide when it’s ready. Your relationships stay in your hands.

Find your next action

Follow-up draft For your review

Keep the conversation moving.

Hi Avery,

Thanks for walking me through your plans. I’ve pulled together the next steps we discussed and a first outline for the project.

Would Thursday work to talk it through?

You review the draft before sending.
Illustrative draft · reviewed by you

A prompt.
A clearer picture.

Ask about your pipeline, find a relationship or get a first draft down. The assistant works with your workspace, so the conversation can lead somewhere useful.

Meet your assistant

Ask your workspace

Which opportunities need a next step?
Start with the conversations already in motion.

Avery is waiting for a proposal. Jordan has a follow-up due Thursday. Review their history before deciding what to say.

Based on these sample records

One connected workspace.

THE PLATFORM 2.0
Four connected layers: relationships, shared context, assistance and your tools

A place for the whole relationship.

Keep people, companies, conversations and opportunities connected. The next step belongs beside the context that makes it matter.

Less searching. More understanding.

Bring recorded interactions, notes and follow-ups into the same workspace, so your team can pick up where the last conversation ended.

Ask for the work you need.

Find a contact, review a deal, prepare a draft or set a next action in plain language. ClawLI uses the tools and permissions already available to you.

Your workspace, wherever you think.

Connect supported assistants through MCP. Work from ClawLI, ChatGPT or your preferred client with the same workspace access controls.

Your people.
Your next chapter.

Bring it all together.

One workspace for the relationships, ideas and opportunities you’re building.

Open your workspace

Start where you think.

Bring ClawLI into your favorite AI assistant with a supported connector.

Explore connectors