A CRM that lives where the automation lives.
Contacts, deals, activities. Populated by Lead Finder runs, Shopify Watcher runs, form-triage runs. Two-way sync to the seven CRM tools your team might already use. Included with every plan.
Why a native CRM, not just a HubSpot integration?
Because most of your assistants generate contacts and deals. Lead Finder produces 20 ranked accounts a week. Form Triage produces an enriched contact every time someone fills out the homepage form. Shopify Watcher surfaces the customer behind a flagged review.
If those records have to make a round trip to a third-party CRM before an assistant can reason over them, the loop breaks. Actium CRM is the home base; the mirror to HubSpot or Salesforce is the convenience layer.
What lives in Actium CRM
- Contacts: people Actium has identified, enriched, or interacted with. Source attribution per contact (which run, which assistant).
- Deals: opportunities your assistants opened or are tracking. Stages mirror your existing CRM if connected.
- Activities: every email sent, every reply received, every assistant-classified change. The full timeline.
Two-way sync to the CRM you already use
Available mirrors (all free, all two-way):
- HubSpot
- Salesforce
- Pipedrive
- Close
- Attio
- Copper
Pick one or pick none. Records flow both ways within seconds. Conflict resolution defaults to most-recent-wins; configurable per object.
How assistants use it
Lead Finder writes new accounts directly into Actium CRM, pre-scored. Form Triage opens a contact and a deal in one step. Shopify Watcher associates anomalies with the specific contact when one is implicated. Each record carries a deep link back to the originating run, so you can see exactly what reasoning produced it.