The CRM that updates itself.
Records build themselves from your team's email. They get created, enriched, and kept up to date, with no data entry.
Streaming data pipelines for Postgres and Kafka. Founded 2017, Austin. Show more
Streaming data pipelines for Postgres and Kafka.
SCSarah wants pricing for 200 seats by Friday. Looping in MKMary.
On it, draft is in Hartwell proposal.
Perfect. Filed PRJ-204 to track it.
MMacro what's the latest with Hartwell?
Pilot is a go. Where things stand:
- SCSarah approved 200 seats on Monday's call.
- Security docs are due Friday: PRJ-204.
- Redlines are in Mutual NDA, waiting on legal.
Open source under the AGPLv3. Read it, self-host it, make it yours.
Star on GitHubA CRM that fills itself in.
Salesforce and HubSpot only know what someone remembers to type into them. Macro builds itself from your email, so the records are actually current and you skip the data entry.
Questions, answered
Do I have to enter data into the CRM?
No, that's the whole point. Because your team's email already flows through Macro, contact and company records are created and kept up to date automatically as you work. There's no importer to run and no fields to type in. Most CRMs die because nobody fills them in. Macro's fills itself.
How are companies and contacts created?
When someone on your team emails an external contact, Macro creates a contact record and groups contacts into companies by email domain, so everyone @acme.com rolls up to one Acme record. Each contact tracks its first and last interaction, and generic vendor / tool domains are filtered out so the CRM stays focused on your actual customers.
What is automatic enrichment?
New companies are enriched with public data: name, description, logo, website, industry, headcount, funding, location, and social links. A useful record exists the moment the company appears, without anyone touching it.
How do discussion threads work?
Every company and contact has its own discussion thread, so deal notes and context live on the record itself instead of a side channel. Threads work just like Macro channels, with inline replies, the same rich editor, and @mentions of people, docs, tasks, and other records.
Can I @mention a company or contact elsewhere?
Yes. Like everything in Macro, CRM records are blocks. @mention a company or contact in a doc, task, or channel and it becomes a live, traceable link. From the record you can see everywhere it's been referenced across channels, docs, and calls. Note that sharing of CRM records is controlled by your team, so @mentioning a record doesn't change who can see it.
How does email sharing work?
CRM is where Macro's email auto-sharing lives. With Sync Emails on for a company, your team's threads with that company become visible to teammates in the CRM, so nobody has to forward a thread to share context. Turn it off and the record stays, but its threads are private to their participants. Admins can also hide a company or contact entirely.
Can agents use my CRM?
Yes. Agents use your CRM as context like the rest of your team memory. Ask "what's the latest with Hartwell?" and the agent reads the company's emails, calls, tasks, and docs to answer, instead of you stitching the story together across tools.
Is the CRM available yet, and is it open source?
CRM is rolling out now. If you don't see the Companies view in your workspace yet, it hasn't reached your account. And like the rest of Macro, it's fully open source under the AGPLv3, not "open core." To build on Macro under a different license, contact licensing@macro.com.
The CRM that fills itself in.
Connect your account in 30 seconds and watch your contacts, companies, and every relationship build themselves.