Everything you need to build your CRM with AI.
From the first prompt to a reviewed, reversible deploy — and the knowledge that keeps every build accurate.
Build
Describe it. The AI does the wiring.
A chat that understands CRM setup — and asks before it assumes.
Chat-to-build
Ask for outcomes in plain English. The AI maps them to the exact fields, tags, calendars and records needed.
Clarifying questions
Quick multiple-choice questions before planning, so the first build is the right one.
Structured build plans
Every request becomes a step-by-step plan you can read, tweak and approve.
/ skills
Type / for ready-made recipes like a full account audit or cleanup.
Think mode
Switch on deeper reasoning for bigger, multi-part builds.
Guided builds
When the API can't do it — workflows, forms, funnels — you get an exact step-by-step PDF.
Deploy safely
Guardrails for real client accounts.
Reviewable, repeatable and reversible — every single time.
Approval first
Nothing is written to your CRM until you press deploy.
Dry-run review
Preview exactly what will be created in the target account before it happens.
Skip if it exists
Re-running a plan skips anything already there. No duplicate fields or tags.
One-click undo
Every created resource is tracked, so a deploy can be rolled back in one click.
Version history
See every version of a plan, what's live on which account, and restore any of them.
Encrypted credentials
CRM tokens are encrypted at rest and only ever used server-side.
Knowledge
Grounded in your platform and your business.
The AI plans with real context instead of guessing.
Platform knowledge base
Thousands of official help articles, API docs and release notes, refreshed daily.
Cited sources
Answers show the docs they came from, so you can check the AI's work.
Project knowledge
Upload a client's docs and instructions; every build in that project uses them.
Account library
Agency-wide docs and standards that every project can inherit.
Live account context
The AI sees what already exists in the target account and builds around it.
Agencies & teams
Run every client from one place.
Projects, deploy targets and approvals built for people managing many accounts.
Projects
Keep each client's chats, plans and knowledge together in its own project.
Many connected accounts
Connect as many accounts as your plan allows and deploy to any of them.
Client approval links
Send a client a plain-language review link and get sign-off before you ship.
Results since deploy
Track what happened in the account after each build went live.
Usage limits
Set credit alerts or hard caps per account and per project.
What it builds in HighLevel today
LiveHubSpot, Salesforce, monday CRM, Pipedrive, Zoho CRM and more are coming soon — with the same chat, review and undo flow.
Let AI do the CRM busywork.
Describe it once. Review the plan. Ship it to your CRM in minutes — and undo it just as fast.
No credit card needed.