The most agentic CRM you will find

Your process is unique. Your CRM should be too.
Bring your people, data, and workflows together, on your terms.

Order custom build Build yourself Learn how to

Your pipeline. Already moving.

Built by a team with enterprise experience

01 MADE TO FIT YOU

The most flexible CRM
you will find.

Build around the way your business works.
And keep changing it as you grow.

YOUR PROCESS, WITHOUT COMPROMISE

Fully customizable.

Outgrown the limits of Salesforce, HubSpot, or another CRM? Shape every field, workflow, and module around your business.

claude ~/open-mercato

Claude Code~/open-mercato

CRM / WORKFLOWS

Let's clear up our Spaghetti Automations, I want it to go like...

shift + enter for newlineenter to send ↵

A HISTORY YOU CAN FOLLOW

Every action. Accounted for.

Timestamped activity and an owner for every change. Give your team the traceability they need for audits and certifications.

NOTHING LOST.
EVERYTHING RECORDED.

Event log LIVE

TIMEEVENTACTORID

10:42:18deal.updatedj.davisa91f
10:42:16field.value.changedj.davisa91e
10:41:55automation.startedsystema91d
10:41:52document.nda.createdai.agenta91c
10:41:49presentation.generatedai.agenta91b
10:40:31stage.changeda.morgana91a
10:39:58email.syncedsystema919
10:39:41contact.linkedj.davisa918
10:38:26note.createda.morgana917
10:37:04meeting.transcribedai.agenta916
10:36:42task.assignedj.davisa915
10:35:19proposal.senta.morgana914
10:34:56file.uploadedj.davisa913
10:33:08permission.checkedsystema912
10:32:41company.updatedj.davisa911
10:31:17deal.owner.changeda.morgana910
10:30:05reminder.scheduledsystema90f
10:29:48comment.createdj.davisa90e
10:28:30workflow.completedsystema90d
10:27:12deal.createda.morgana90c

20 events · 27 Oct 2026All changes recorded

One customer.
The whole picture.

Bring sales, marketing, HR, service, and finance into one shared account view.

Brightside SolarONE CONNECTED ACCOUNT

MarketingSigned up14 Oct 2026Source · Product webinar

SalesDeal value$24,000Stage · Proposal

HRAccount team3 specialistsLead · Jamie Davis

FinanceContract size$24,000 / yrTerms · Net 30 days

Customer service2 open requestsOwner · Alex

The right details.
At the right stage.

Set required fields for each deal stage. Keep the next step clear and the essentials complete.

QualifiedProposal

Contract value *

$ 24,000 ✓

Decision maker *

REQUIRED

Add a decision maker to continue

Your pipeline.
Your perspective.

Kanban, list, or a view of your own. See your work the way it makes sense to you.

Kanban List＋

Watch the pipeline

Your data. Your code. Your possibilities.Explore the open-source foundation

02 MORE CONTEXT. LESS BUSYWORK.

Prepared for the AI era.

A CRM that gives your AI the context it needs,
and gives your team their time back.

EVERYTHING, CONNECTED

Fully synced. Fully in context.

Connect meeting transcripts, email history, and documents. Bring the full conversation into your CRM.

Email
Meetings
Documents
Calendar
Calls
Messages
Forms
Support

Eight sources. Everything in sync.

YOUR DATA, AT YOUR AI’S FINGERTIPS

Powerful API. Possibilities, unlocked.

Connect the AI you choose to your CRM data. Ask better questions. Make better decisions.

Which deal needs my attention? JD

OPEN MERCATO + YOUR AI

Brightside Solar is ready for a follow-up.

Annual platform licenseProposal · $24,000

The proposal was opened 3 days ago.
A quick check-in could move things forward.

Grounded in your CRM data

ONE LESS THING ON YOUR MIND

Remembers for you.

An unanswered email. A document deadline. A timely nudge, so nothing slips through.

OPEN MERCATOnow

A little heads-up.

Deadline for a client NDA is tomorrow.

Brightside Solar · Legal documents

FROM “TO DO” TO DONE

Your workflow, on autopilot.

Draft an NDA for a new deal. Prepare a sales presentation before a meeting. Connect the steps and make them yours.

New deal onboarding LIVE EXAMPLE

Deal informationCompleteAUTOMATIC LOOP ↻

New dealStage changed

✓

Information complete?IF / ELSE

✓

YESNO

Prepare NDAGenerate document

✓

Request detailsNotify deal owner

✓

Prepare presentationUse account context

✓

Human reviewReady for approval

✓

Six steps. Your logic. Your team in control.

Illustrative workflows. Connect your services and configure automations for your team.

BETTER, TOGETHER

Your CRM is just the beginning.

One open foundation. More ways to run your business.

Warehouse

Keep your stock and sales in step.

Quoting

Turn opportunities into offers.

Reporting

See the story behind your numbers.

LET’S MAKE IT YOURS

The most flexible CRM
you’ll find.

Order custom build Or build it yourself