CRM, connected. Permissions intact.
Your CRM holds the relationship nouns — accounts, contacts, opportunities, and every promise your teams made. Connected, those promises finally meet the systems that must keep them.
What the CRM connector brings into the graph
The connector joins CRM entities to ERP counterparties, support tickets and email threads, giving the graph a single view of each relationship. Pipeline changes and activity logs stream in continuously, and field-level permissions map into the graph so a rep sees their book, not the company's.
As with every source family, the CRM connector is read-scoped by default, inherits your RBAC at question time, vaults its own credentials, and records lineage on every fact — so a decision that used this data can always show exactly which record it came from.
Workflows this connector unlocks
KYC & onboarding
Agents assemble verification cases from CRM, docs and registries — the pattern behind claims decided in minutes.
Renewal intelligence
Usage, sentiment and commitments combine into renewal briefs with rationale attached.
Handover without loss
When an account changes hands, its full sentence history — not just its fields — moves with it.
Pick your function. Own the intelligence behind it.
Discover one opportunity, engineer one capability, deliver one measurable outcome — then scale.