Stage
Owner
Revenue
MacroCRM
The CRM connectedto your team’s work.
Agents update customer records
from emails, calls, chats, and tasks.
Keep your CRMup to date with agents.
Your agent can read customer emails, calls, and chats, then update stages, owners, and next steps in your CRM.
parlorstudio.exampleLast interacted 29 minutes ago
Parlor Studio is a Brooklyn design studio that builds brands, websites, and packaging for consumer companies. Its team of about 40 designers and strategists works with founders from naming through launch, and runs a small in-house print shop for packaging prototypes and limited-run merchandise.
Automatically add andenrich new contacts.
When you email someone new, Macro creates the contact and company from their domain. Public company details fill in the record, so you have a starting point before the first meeting.
CustomerStageOwnerRevenueLast Interaction
Connect calls, emails, andtasks to each customer.
Open a company to see the people, emails, calls, files, and tasks behind the relationship. Keep notes on the record so your team understands what happened and what comes next.
parlorstudio.exampleLast interacted today
A design studio trying Macro for shared files and team communication.
Stage
Owner
Revenue
Jacob9:40 AM
Ava wants to try folder uploads at Thursday’s demo. Check the release with Teo before confirming. Julia is helping with setup.
Draft follow-ups and plannext steps with your agent.
Your agent can read the full customer relationship across emails, calls, chats, files, tasks, and GitHub pull requests. Use that context to draft better follow-up emails and move deals forward.
Compare CRMs
Features
Macro
Salesforce
HubSpot
Attio
Sales pipelines and custom fields
Draft follow-ups using customer context
Sales reporting
CRM, email, chat, docs, and calls in one app
Available Partial
Questions about Macro CRM
How do I start using CRM?
Open Customers in Macro. Your team needs CRM enabled; a new team can enable it from CRM settings. You can then add companies, contacts, and pipelines.
How are companies and contacts added?
Macro creates company and contact records from your team’s primary connected email accounts. You can also add records manually or import a CSV. Personal email domains do not become companies.
Can I track deals in a board or table?
Yes. Create a pipeline and use table or kanban views. Drag a card between stages or edit its fields directly. Pipeline stages, owners, and revenue are separate from the company record’s properties.
What does automatic enrichment add?
Macro uses a company’s domain to add public company information. Deal details such as stage, owner, and revenue come from you or your agents.
What customer context can my agent use?
Agents can read accessible customer emails, calls, chats, files, and tasks to draft follow-ups and identify next steps. They can also update CRM fields. See Macro Agents or connect an AI client through MCP.
Where can my team discuss a customer?
Use the company’s Discussion to keep notes and replies with the record. Mention teammates, files, or tasks, and link the company from a channel or document.
Who can see a pipeline I share?
Share a pipeline with your team, specific people, or a channel and choose their access level. Viewers can read it; editors can update it. Review the Share dialog before sharing customer information.
Where can I check pricing and CRM access?
See Macro’s current plans and limits. If you need help enabling CRM for your team, talk to us.
Read our Privacy Policy or visit the Trust Center.