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An AI CRM that does the client admin, and asks before it sends

An AI CRM is a client system where an AI assistant can read your records, draft the next step and, with your approval, send it. In Workspace369 the AI works in three places. Inside the app, AI AutoPilot answers from your clients, invoices, projects, calendar and messages, and AutoPilot Today ranks what needs you. From Claude, ChatGPT or Cursor, the MCP server gives the same workspace 127 tools. From your own code, the Builder API runs those tools over HTTPS. In the app, sending to a client always waits for your confirmation. From Claude or ChatGPT, sends wait for your approval in the app unless you turn on Send without asking for your own connection. Every plan includes AI and a monthly AI usage allowance.

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AI in the app, in Claude or ChatGPT, and in your code: one workspace, one set of permissions.
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It drafts the proposal, the invoice and the follow-up. You press send.
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Every plan from Cadet includes AI. Higher plans add more AI usage and more AI tools.
AI CRM product viewWorkspace369
Try the AI on your own clientsStart a free trial, bring your clients in with AI Import, and ask AutoPilot what needs you today.

What is an AI CRM?

A CRM where an AI assistant works with your client records: it answers questions about them, drafts proposals, invoices and messages, and suggests what to do next. What separates AI CRMs is what the AI may do without asking. In Workspace369, sending anything to a client is a separate step that waits for your approval.

Product reference

Reviewed November 6, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.

Read the AI assistant documentation

Built into the operating flow

Move from first signal to completed work with context intact.

The AI works with the clients, proposals, invoices, projects, calendar and inbox already in Workspace369, inside each member's permissions.

  1. 01

    Start with the right record

    AI in the app, in Claude or ChatGPT, and in your code: one workspace, one set of permissions.

  2. 02

    Move the work forward

    It drafts the proposal, the invoice and the follow-up. You press send.

  3. 03

    Keep the result visible

    Every plan from Cadet includes AI. Higher plans add more AI usage and more AI tools.

See how the feature fits into day-to-day work.

Follow the record through the views teams use to act, review progress, and keep the next step clear.

AI in the app, in Claude or ChatGPT, and in your code: one workspace, one set of permissions.

An AI CRM is a client system where an AI assistant can read your records, draft the next step and, with your approval, send it. In Workspace369 the AI works in three places. Inside the app, AI AutoPilot answers from your clients, invoices, projects, calendar and messages, and AutoPilot Today ranks what needs you. From Claude, ChatGPT or Cursor, the MCP server gives the same workspace 127 tools. From your own code, the Builder API runs those tools over HTTPS. In the app, sending to a client always waits for your confirmation. From Claude or ChatGPT, sends wait for your approval in the app unless you turn on Send without asking for your own connection. Every plan includes AI and a monthly AI usage allowance.

Try the AI on your own clientsWorkspace369
AI in the app, in Claude or ChatGPT, and in your code: one workspace, one set of permissions.An AI CRM is a client system where an AI assistant can read your records, draft the next step and, with your approval, send it. In Workspace369 the AI works in three places. Inside the app, AI AutoPilot answers from your clients, invoices, projects, calendar and messages, and AutoPilot Today ranks what needs you. From Claude, ChatGPT or Cursor, the MCP server gives the same workspace 127 tools. From your own code, the Builder API runs those tools over HTTPS. In the app, sending to a client always waits for your confirmation. From Claude or ChatGPT, sends wait for your approval in the app unless you turn on Send without asking for your own connection. Every plan includes AI and a monthly AI usage allowance.

It drafts the proposal, the invoice and the follow-up. You press send.

The AI works with the clients, proposals, invoices, projects, calendar and inbox already in Workspace369, inside each member's permissions.

Try the AI on your own clientsWorkspace369
It drafts the proposal, the invoice and the follow-up. You press send.The AI works with the clients, proposals, invoices, projects, calendar and inbox already in Workspace369, inside each member's permissions.

Every plan from Cadet includes AI. Higher plans add more AI usage and more AI tools.

Start a free trial, bring your clients in with AI Import, and ask AutoPilot what needs you today.

Try the AI on your own clientsWorkspace369
Every plan from Cadet includes AI. Higher plans add more AI usage and more AI tools.Start a free trial, bring your clients in with AI Import, and ask AutoPilot what needs you today.

Common operating scenarios

What the AI does in a working week

These examples describe how the feature fits into connected client work. They are product workflows, not promised business outcomes.

01

Chase what you're owed

AutoPilot Today ranks the invoices to chase and the clients to check in with. It suggests; you act.

02

Turn a brief into a proposal

From Claude or ChatGPT, ask for a draft proposal. It is saved as a draft, and nothing is sent until you approve. Clients can accept, sign and pay a deposit online, where you've turned deposits on.

03

Write the reply

Compose, rewrite, translate and summarize long threads in the inbox, on every plan.

04

Start the day knowing what matters

The AI daily briefing, from Voyager, sums up what needs your attention.

05

Bring your old tool's data

AI Import, on every plan, reads a CSV or Excel export and maps clients, services, invoices, proposals, projects with their tasks, and expenses. You review every row before it is saved.

06

Calls you don't have to write up

AI call summaries and voicemail transcripts, from Specialist.

One record can carry the work forward.

AI CRM questions

What can an AI CRM do?

It answers questions about your clients, drafts proposals, invoices and messages, and suggests what to do next. You approve what gets sent. It works in the app, from Claude, ChatGPT or Cursor through the MCP server, and from your own code through the Builder API, all inside the same permissions.#

Can the AI send emails or invoices on its own?

In the app, no: sending to a client, such as an invoice, a proposal, a text or a bulk send, always waits for your confirmation. From a connected app like Claude or ChatGPT, invoices, proposals, contracts and messages wait for your approval in the Workspace369 app unless you turn on Send without asking for your own connection. Only the person who made the connection can turn it on.#

Which plans include which AI?

Every plan includes AI tools (chat, compose and knowledge search), translation and thread summaries, AI Import, AI connections for Claude and ChatGPT, the Builder API and webhooks. AI tools are Starter on Cadet, Included on Voyager and Specialist, and Advanced on Commander and Enterprise. The AI daily briefing starts on Voyager, AI call summaries and voicemail transcripts on Specialist, and AI-drafted workflows on Commander.#

Does AI cost extra?

Every plan includes a monthly AI usage allowance shared by every AI feature, and higher plans include more. Unused usage carries over while your account is active, and you can add more any time.#

Which AI apps can connect?

Claude, ChatGPT, Cursor and other MCP apps connect to your workspace with a sign-in. Workspace369 is an approved plugin in ChatGPT; if it doesn't show for you yet, connect by the server URL instead.#

Can the AI see records a team member can't?

No. Every AI call is checked against the member's live permissions, so the AI never sees more than the person using it. The audit log records every connected-app call, with field names but never the values.#

Is AI on the free trial?

Yes. The 14-day trial on Cadet to Commander is the full plan once a card is saved. An owner or admin turns on AI connections.#

What's the difference between AI AutoPilot and the MCP server?

AutoPilot is the assistant inside Workspace369. The MCP server lets Claude, ChatGPT and other AI apps work with the same workspace and the same permissions.#

Related features

These features connect directly with this workflow in day-to-day client work.

AI AutoPilot Today

A ranked list of what needs you, Client Health and watches on money, projects and tasks.

Explore feature MCP Server

Run your CRM from Claude, ChatGPT or Cursor, with sends held for your approval.

Explore feature Workspace AI

Chat, drafting, translation, and knowledge search inside the workspace.

Explore feature Builder API and Webhooks

Call your CRM from your own code, with 27 signed webhook events, on every plan.

Explore feature

Let the AI draft the client admin. Keep the send button.

Start a trial, import your clients, and connect Claude or ChatGPT if you use them.

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