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What is Comp AI CRM?

Comp AI CRM puts ongoing research ahead of a conventional chat-over-records experience. Its agent runs separately from the browser, works through a durable queue, books follow-ups, and stops at a research budget. Observations carry source identity, while uncertain findings remain visible for review rather than being treated as established facts.

Comp AI CRM is an open-source CRM designed around an autonomous research agent. The agent keeps its own work queue and schedule, records observed evidence, and leaves weaker evidence for human review.

Core capabilities

  • Run durable research sessions from a scheduled work queue
  • Record observations and source evidence about people and companies
  • Surface uncertain evidence as suggestions for a human to settle

The agent operates the CRM's research loop

The agent leases due work from a queue, chooses the next research step, uses authored CRM and enrichment tools, and stops when its budget is exhausted. Deployments, skills, schedules, and sessions give that work a durable lifecycle outside a single conversation.

  • agent
  • queue
  • schedule
  • research

Evidence stays attached to every conclusion

Tools report observations and their source identity, and the evidence ledger decides whether they support a record update or a suggestion for human review. External research sources are optional: the agent can also work from CRM history. This is an evidence-handling design, not a guarantee that every resulting customer fact is correct.

  • evidence
  • provenance
  • review
  • CRM

Where it fits

Use cases

  1. 01

    Research a person or company

    Assign an investigation to the agent, let its tools gather evidence from configured sources, and retain the resulting observations with provenance inside the CRM.

  2. 02

    Keep research moving after sign-off

    Use the durable queue, deployment, schedule, and research budget to continue due work without depending on an open browser tab or a manual chat session.

  3. 03

    Review evidence before changing records

    Allow strong observed evidence to update CRM facts while routing weaker or conflicting findings into a visible suggestion that a human can accept or reject.