Companies
Standard- Name
- Industry
- Website
- + 21 more attributes
Ostrata Features
Browse capabilities by pillar — from chat-first Operations to data automation, integrations, and EU hosting.
Partnerships
Custom- Partnership name
- Partnership type
- Location
- + 8 more attributes
Contacts
Standard- First name
- Title
- + 13 more attributes
Deals
Standard- Name
- Amount
- Stage
- + 7 more attributes
Quotes
Standard- Quote number
- Expiration date
- Status
- + 6 more attributes
Tasks
Standard- Title
- Due date
- Priority
- + 2 more attributes
Core workspace
Day-to-day CRM execution, views, schema, permissions, and multi-tenant workspaces.
- OperationsCreate, search, update, and link records from one thread
- Live ViewsPin tables, charts, and boards connected to your schema
- DashboardsEditable grid layouts with charts and widgets over CRM data
- SchemaCustom objects, fields, lookups, and attachments
- PermissionsProfiles per teammate for object and field access
- WorkspacesIsolated teams on one platform with row-level security
Data & automation
Import, export, web forms, webhooks, and batch AI field generation.
PilotOperations
- Data ImportBulk CSV and Excel migration with column mapping
- Data ExportOn-demand or scheduled CSV exports per object
- Web FormsEmbeddable lead capture forms mapped to your schema
- WebhooksOutbound events and inbound endpoints for automation
- AI and AgentsBatch-generate AI field values across hundreds of records
Connect & extend
Google and Telegram, French Registry, MCP, and REST API integrations.
PilotOperations
Trust & compliance
EU data residency and tenant isolation for regulated teams.
PilotOperations