AI-Piloted Headless CRM
Define your schema, talk to Pilot to get things done, and pin live views your team checks every day. One workspace built around your process. No rigid vendor objects. No form-heavy UI.
Built for modern teams
Operations
No form navigation. No module-switching. Create, search, update, and link records from one conversation thread. Use /create, /find, or /update for precision. Describe anything in plain language and Pilot routes it to the right action.
Learn more →Live Views
Stop exporting to spreadsheets before every pipeline review. Ask Pilot to build a table, kanban, or dashboard against your live schema. Views stay updated and open from the Views hub for every teammate.
Learn more →Schema
Your sales process is not generic. Add Contacts, Deals, Quotes, or any custom object your team tracks. Lookups, currencies, selects, and attachments are all supported. No vendor model telling you what data matters.
Learn more →Permissions
Control what each member can see or edit. Owners, admins, and members each get the right surface area across objects and fields.
Integrations
Connect Google Drive at workspace level. Each member links Calendar, Gmail, and Telegram for personal workflow context.
MCP
Use Claude Desktop or Cursor to query and update your workspace. Remote MCP at /api/mcp with the same permission profile as Operations.
REST API
Issue API keys bound to permission profiles. Bearer auth on /api/v1 for objects, fields, and records. Same governance as your team.
Workspaces
Each workspace is tenant-isolated with row-level security. Invite members and approve access without spinning up new infrastructure.
Data residency
Records hosted in the EU. Built and operated from Paris with GDPR-aligned practices.
AI and Agents
Fill AI summary and score columns across hundreds of records after import. Background jobs with date filters and missing-or-failed modes.
Web Forms
Publish embeddable forms for your site. Submissions map to your CRM objects—no copy-paste from inbox to CRM.
How it works
Define your object types and fields in minutes. Start from defaults like Contacts, Companies, and Deals, or build exactly what your process needs.
Your team talks to Pilot to create records, run searches, and build live views. No training on forms. No switching between modules. Just results.
Pin live views for daily pipeline reviews. Control who sees what with permission profiles. Invite teammates with a join code. No IT ticket required.
Pilot commands
Type /help for command tips, /guide for platform how-to, or use commands directly. Natural language still works for everything below.
/createAdd a new record on any object/listList records for an object type, with optional filters/findSearch records with filters (natural language works too)/updateChange fields on an existing record/linkRelate two records (lookup fields)/viewCreate a live view — table, dashboard, kanban, or chart/helpList commands and natural-language tips/guideAsk how the platform works — setup, views, integrations, permissionsCollaboration
Share any Operations thread with your team. Ask Pilot together, build live views on the spot, then share those views by permission profile or specific teammate.
Try it
Tap a sample prompt to see how Operations handles creates, searches, and live views against your schema.
OSTRATA is in early access. Leave your email and we'll reach out when your team can onboard — schemas, Pilot, and Live Views included.