Turn the noise of business
into signal your AI can act on.
Actionary is the CRM designed from row one for the agent era.Humans curate the relationships that matter. Agents act on them.Both work the same data, through interfaces built together for one purpose.
Every business runs on moments
thatvanish the second they happen.
Where every CRM lands today.
Every email captured. Every touch counted. Dashboards fill with low-value records that humans skim and agents stumble over.
Meaning becomes data.
Decisions, risks, commitments, intent — structured, persistent, ready for the agent to reason over.
The agent works your business.
Because every entity is described as data, the agent acts across the substrate — Deals, Accounts, and anything a tenant adds — through the same natural surface.
Every signal in Actionary becomes a row anagent can reason over, an operator can act on, and a business can compound. Ephemeral moments become persistent memory. Memory becomes intelligence.
Headless APIs are half the answer.
The incumbents are racing to bolt headless agent APIs onto data models designed twenty years before agents existed. They have recognised that agents matter. They have not yet recognised what comes after.
An agent is only as good as the data model it operates on. That data only exists when humans have a UI that makes capturing the right relationships effortless.Actionary was designed agent-first from the ground up — data model, API surface, and UI evolved together, each shaped by what the other needed.
The result is a CRM where the human work of curating relationships and the agent work of acting on them becomethe same work, on the same data, through different interfaces.
entity_config describes every entity for the UI, the API, and the agent's tools. One schema. One source of truth.Outcomes that compound.
Six gains a business sees in the quarters after deploying Actionary.
Deals close faster
Your agent prepares for every call, summarises every meeting, drafts every follow-up, and surfaces what to do next. Sales cycles shorten because the work between conversations stops being the bottleneck.
You win more of what's in pipeline
Stalled threads, champion changes, pricing objections, missed commitments — your agent catches the signals that kill deals while there is still time to act. Win rates compound when nothing falls through the cracks.
Customers feel known
Every conversation builds on the last. Context follows the customer across handoffs, renewals, and expansion. Your team sounds like one team, every time, even as headcount grows.
Renewals stop being a surprise
Risk signals surface months before the renewal conversation. Your agent flags the accounts that need attention while there is still runway to fix them. Churn becomes a thing you saw coming and addressed.
Reps spend their time selling
The admin work — CRM hygiene, call logging, follow-up writing, pipeline grooming — shifts from your sellers to the agent. Senior expensive people get their days back to do the work only they can do.
Your CRM gets sharper with use
Every signal makes the next interaction better. Patterns surface, risks predict themselves, relationships gain depth. The platform earns its keep more every quarter — and your business gets faster as it scales.
From Customer Relationship Management
toCustomer Managed Relationships.
The agent does the management. The human curates what matters. The system captures the signal.The next category of CRM has a different name for a reason.
Leaders ready to move on.
You are paying enterprise prices for software designed in 2005. Your AI investments stall against customer data that was never meant for them. Your CRM has quietly become the bottleneck on every modern initiative.
Actionary is for the executives who see the agent era coming and want a platform built to meet it.
- FOR THE CEO"My CRM should make us faster."
Every modern AI initiative starts with reshaping data so the agent can use it. With Actionary, the agent's needs are the data model.
Read the CEO view - FOR THE CTO"I've had enough of vendor lock-in."
Open standards everywhere. Postgres, S3, OpenTelemetry, any LLM provider. The architecture stays portable. Your data goes with you.
Read the CTO view - FOR THE CRO"I want my reps selling more and admin'ing less."
The agent does the admin work that sellers hate. Your team spends time with prospects and customers instead of typing notes after every call.
Read the CRO view - FOR THE CFO"I want the AR pipeline done properly."
WeasyPrint invoicing, polymorphic payment allocations, aged debtors, Stripe metering — a proper finance surface, not a spreadsheet with a CRM wrapper.
Read the CFO view - FOR THE CISO"Show me the isolation, not the badge."
Row-level security in the database. Twenty controls mapped to SOC 2. Five layers of agent safety. Tenant isolation is a database property, not a code convention.
Read the CISO view
How we built it.
Metadata substrate
entity_config and entity_fields describe every entity as data. A new entity is a row, not a code change. The agent reads the same schema humans do.
MCP-native architecture
The agent and the UI reach the same surface. Tools, resources, and prompts as the substrate — a clean open protocol, defensively designed.
Durable by construction
350+ ON CONFLICT clauses. Reasoning proposes; the platform lands. FOR UPDATE SKIP LOCKED makes concurrent work correct without ceremony.
Agent memory that compounds
Per-tenant reflection memory with pgvector. The agent gets sharper the longer it works with your business. Operator-inspectable, auditable, yours.
Tenant isolation in the database
Postgres row-level security on every table. The request role has NOSUPERUSER NOBYPASSRLS. Isolation is a database property, not a code convention.
Open standards throughout
Postgres, S3, OpenTelemetry, MCP. Any LLM provider. Every boundary replaceable with a configuration change. Portability is a property of the architecture.
Start where you'll want to be in three years.
The CRM you needed a decade ago has different priorities than the one you need now. Actionary was built for what comes next.